Pruthvi Pandya
Toronto,ON
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Cash Money
Royal York And Queensway
04.2024 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed targeted marketing campaigns to attract new clients and expand market share within the region.
- Monitored changes in financial markets and kept clients informed of latest developments.
Claim Service Representative
Intact insurance
Toronto , Canada
12.2021 - 02.2024
- Reviewed and processed insurance claims according to established procedures.
- Resolved customer inquiries and complaints in a professional manner.
- Maintained accurate records of claim processing activities.
- Planned and conducted investigations of claims to confirm coverage and compensability.
- Investigated and analyzed requirements to improve timeliness of reports to customers.
- Analyzed and evaluated data related to insurance policies, contracts, and claims.
- Ensured compliance with applicable regulations regarding claim handling.
- Submitted claims for payment to appropriate payers within specified timeframes.
- Assisted customers in completing necessary paperwork for filing claims.
- Performed research on claim issues as needed to resolve discrepancies.
- Provided timely updates to customers about the status of their claims.
- Verified accuracy of information submitted by policyholders when filing claims.
- Investigated and resolved complex cases involving multiple parties.
- Generated reports detailing claim activity and other relevant information.
- Collaborated with internal teams such as underwriting, billing, and accounts receivable departments.
- Coached junior staff members on best practices for handling difficult cases.
Administrative Assistant
Easy finance
Toronto , Canada
06.2019 - 11.2021
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Created travel arrangements for senior managers according to their requirements.
Financial Portfolio Manager
ICICI bank
Vadodara , India
04.2018 - 04.2019
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Conducted market research and analysis of macroeconomic factors affecting investment decisions.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
Education
Post Graduation - Bookkeeping
Centennial College
01-2020
Certified - Supply Chain Management
Canadore College
05-2019
Skills
- Punctuality
- English Fluency
- Document Preparation
- Reporting Skills
- Detail Orientation
- Complex Problem-Solving
- Data Collection
- Call Management
- Customer Consulting
- Complaint Handling
- Coordination
- Building Rapport
Timeline
Financial Services Representative
Cash Money
04.2024 - Current
Claim Service Representative
Intact insurance
12.2021 - 02.2024
Administrative Assistant
Easy finance
06.2019 - 11.2021
Financial Portfolio Manager
ICICI bank
04.2018 - 04.2019
Post Graduation - Bookkeeping
Centennial College
Certified - Supply Chain Management
Canadore College