Ravinder Kaur Sandhu
Bolton
Summary
Dynamic Administrative Assistant with proven expertise at My Insurance Broker Corp., excelling in customer service and data entry. Adept at utilizing Applied Epic knowledge to enhance office coordination and streamline processes. Recognized for improving client retention through effective communication and timely resolution of issues, ensuring a seamless experience for all stakeholders.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Administrative Assistant
My Insurance Broker Corp.
Brampton
02.2018 - Current
- Responded to customer issues to provide immediate resolution and improve retention.
- Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- General office administrative tasks such as filing, scanning, scheduling appointments, answering phone calls, data entry, directing customers to the appropriate agents/contacts, providing general information in person and/or by phone, performing clerical duties, and maintaining the front desk area.
- Prepare, key in, edit, and assist agents by proofreading insurance policies before submitting them to underwriters.
Assist in preparing PowerPoint presentations and other promotional materials for group meetings, and on investment and insurance products. - Schedule and confirm appointments and meetings.
- Processing new policies, policy renewals, changes, additions, deletions, and cancellations.
Composing and distributing routine correspondence. - Communicating directly with underwriters to follow up or obtain additional information.
- Reviewing and proofreading all assignments, obtaining proper signatures, and dispensing them as appropriate.
- Coordinate and plan for office services, such as equipment, supplies, and forms.
- Input data into computerized database systems to support research activities.
- Telemarketing.
Education
High School Diploma -
Cambridge College
Toronto, ON04-2018
Bachelor of Science -
ACET College
Amritsar India04-2016
Skills
- Applied Epic Knowledge
- Customer service
- Data entry
- Microsoft Office
- Document management
- Appointment scheduling
- Office coordination
Certification
- RIBO License
- LLQP License
Timeline
Administrative Assistant
My Insurance Broker Corp.
02.2018 - Current
High School Diploma -
Cambridge College
Bachelor of Science -
ACET College
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