Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Purvik Patel

Halifax,NS

Summary

Highly motivated to work with positive attitudes both individually and in a team setting, can perform demanding tasks in any area, using my expertise and experience. Seeking a place where I can grow as a professional and utilize my 4+ year of previous experience serving as a representative of technical support in addition to the management and customer service skills of my 2+ year experience as an Insurance Advisor serving the clients across the country

Overview

6
6
years of professional experience

Work History

Insurance Advisor

TD Insurance
Halifax, NS
09.2021 - 12.2024
  • Educated clients on insurance coverage options, promoting maximum coverage within budget constraints.
  • Documented customer interactions and activities accurately in Guidewire Policy Center.
  • Closed sales by presenting tailored insurance options effectively to clients.
  • Communicated with clients via phone and email, addressing inquiries and offering services throughout Atlantic Canada.
  • Served as subject matter expert for non-standard coverage, property damage, and collision inquiries.
  • Achieved call quality, compliance, and productivity goals consistently through effective communication.
  • Collaborated with team members and management to enhance service delivery and operational efficiency.

Technical Support Representative

Blue Ocean
Halifax, Nova Scotia
07.2020 - 09.2024
  • Provided technical assistance to customers through phone, email and chat support.
  • Provided training and guidance to junior staff members as needed.
  • Resolved escalated customer service issues in a timely manner.
  • Troubleshot customer inquiries related to software and hardware issues.
  • Conducted research into product-related issues, identified solutions, and provided accurate information to customers.
  • Diagnosed system errors and implemented solutions to resolve them.

Advisor || Customer Service

Concentrix
Halifax, NS
05.2021 - 07.2021
  • Updated account status records and collection efforts.
  • Created repayment plans based on account holders' financial status and repayment abilities.
  • Processed payments and refunds quickly to maximize efficiency and meet performance targets.
  • Oversaw daily collections and accounts receivable activities, developing robust strategies to maximize collections and reduce aged accounts.
  • Upheld privacy and security requirements established by US regulatory agencies.
  • Placed outbound collections calls daily to approximately 30 account holders.
  • Maintained accurate records and reported on collection activity and accounts receivable status.

Technical Relations Specialist

Rogers
Halifax, NS
01.2021 - 04.2021
  • Received inbound phone calls from customers to provide first-level support and remotely troubleshoot issues with service, equipment or customer accounts.
  • Documented repair processes and helped streamline procedures for future technical support actions.
  • Removed malware and viruses from laptops and desktop systems using specialized software.
  • Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
  • Installed software updates and vulnerability patches on Node servers to prevent possible threats from penetrating networks.
  • Monitored service orders to completion and closed service tickets.
  • Worked with supervisors via live chat to address customer inquiries or technical issues beyond scope of expertise.
  • Communicated with customers to identify issues, walk through solutions and initiate corrective actions to restore service and functionality.
  • Documented and updated case notes for each customer and work order.

Team Member

Provi Soir
Longueuil, Quebec
05.2019 - 08.2020
  • Ensured all store policies were adhered to by customers at all times.
  • Trained new employees on company policies and procedures.
  • Monitored security cameras to detect shoplifting activities and alert management accordingly.
  • Managed daily opening and closing procedures such as counting the contents of the cash register drawer at the start and end of shift.
  • Provided excellent customer service by addressing customer concerns in a timely manner.
  • Stocked shelves with merchandise according to store layout guidelines.

Education

Insurance- C130

Insurance Institute of Canada
Halifax, NS
09-2023

Technical Diploma - Computer Science

Cegep De La Gaspasie Et Des Iles
Montreal,QC
07.2020

High School Diploma -

Gujarat State Education Board
Bharuch, India
06.2017

Skills

  • Able maintain a positive demeanor and foster team spirit
  • Cross-selling and upselling
  • Client Relations
  • Conflict resolution
  • Excellent communication and presentation skill
  • Fit in Microsoft Office Suite and else technical software
  • Training and Development, Team Building
  • Client retention
  • Documentation and Reporting

Accomplishments

  • Consistently maintained high customer satisfaction ratings.
  • Led team to achieve the highest sales in whole department, earning recognition from upper management and financial reward.
  • Received the Award for perfect attendance in college and working as a team-leader.

Timeline

Insurance Advisor

TD Insurance
09.2021 - 12.2024

Advisor || Customer Service

Concentrix
05.2021 - 07.2021

Technical Relations Specialist

Rogers
01.2021 - 04.2021

Technical Support Representative

Blue Ocean
07.2020 - 09.2024

Team Member

Provi Soir
05.2019 - 08.2020

Technical Diploma - Computer Science

Cegep De La Gaspasie Et Des Iles

High School Diploma -

Gujarat State Education Board

Insurance- C130

Insurance Institute of Canada

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Purvik Patel