Ramanpreet Dhaliwal
Ottawa,ON
Summary
Enthusiastic Administrative and client services professional with strong background directly interfacing with industry customers and 4+ years of customer service experience. Dependable achiever committed to holding highest ethical standards and maintaining customer trust. Multilingual and fluent in English, Punjabi and Hindi, offering solid comprehension of cultural diversity.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
American income life
Ottawa, ON
01.2023 - 06.2023
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Scheduled and confirmed appointments and meetings for management team.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
Activity Assistant
West end Villa Extendicare
Ottawa, Ontario
08.2021 - 01.2023
- Coordinated musical guests, movies and other types of resident entertainment.
- Promoted fun, safe and inclusive environment by monitoring activity of campers to identify and address behavioral issues.
- Planned, organized, facilitated and promoted diverse recreational programs.
- Answered phone calls and emails to provide information, resulting in effective client correspondence.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Prepared and prioritized calendars and correspondence.
- Oversaw event calendar, planning , MDS, Care Plans, Activity Pro and Recreation Assessment completion for two secured units
Long Term Care Helper
Peter D Clark
Ottawa, ON
09.2020 - 01.2023
- Adapted various treatment activities to meet specific needs of individual residents.
- Helped participants enjoy activities while ensuring adherence to protocol.
- Connected personally with residents to improve participation and enjoyment.
- Welcomed visitors by greeting and answering or directing inquiries.
- Performed data entry and other administrative tasks to support departments.
- Received parcels, routed mail and opened packages for staff.
- Handled diverse needs for clients in-person, by phone or through email.
Activity Assistant
Carlingwood Retirement Community
Ottawa, ON
10.2019 - 05.2020
- Set up facility areas with supplies, tables and chairs for planned activities.
- Monitored group safety and quickly intervened to end unsafe behaviors.
- Recorded attendance of classes in medical records to note precautions or clinically relevant outcomes.
- Planned, organized, facilitated and promoted diverse recreational programs.
- Answered and directed incoming calls using multi-line telephone system to help the reception personnel
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
Receptionist Assistant
Jassal opticals
Baghapurana, India
08.2018 - 07.2019
- Greeted customers, delivery persons and official representatives.
- Handled diverse needs for clients in-person, by phone or through email.
- Obtained and processed payments from clients for products and services.
- Used Microsoft Office suite programs daily for professional business correspondence, spreadsheet tracking and presentation preparation.
- Coordinated appointment calendar and balanced schedules to promote optimal productivity.
- Handled cash with high accuracy and reconciled accounts weekly to identify discrepancies.
Education
Certificate - Psychological And Social Issues in Palliative Care
Algonquin College
Ottawa, ON03.2022
2 Year Diploma - Recreation And Leisure Services
Algonquin College
Ottawa, ON04.2021
Skills
- Conflict resolution
- Multitasking
- Microsoft Office expertise
- Problem-solving abilities
- Technologically savvy
- Time management
- Patience
Certification
- CPR and First Aide certificate
- Food handler Certificate
- Security guard License
- LLQP License
Timeline
Licensed Insurance Agent
American income life
01.2023 - 06.2023
Activity Assistant
West end Villa Extendicare
08.2021 - 01.2023
Long Term Care Helper
Peter D Clark
09.2020 - 01.2023
Activity Assistant
Carlingwood Retirement Community
10.2019 - 05.2020
Receptionist Assistant
Jassal opticals
08.2018 - 07.2019
Certificate - Psychological And Social Issues in Palliative Care
Algonquin College
2 Year Diploma - Recreation And Leisure Services
Algonquin College
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