Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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SANDEEP RAI

Surrey,BC

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service. Bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Service Representative

ICBC
08.2022 - Current
  • Helping the client with their Licensing, BC services, and BCID needs and inquiries
  • Doing a minimum of 50 transactions every day, maintaining accuracy and speed
  • Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
  • Making sure the client has proper documents and Verifying to complete the application under all Driving License procedures (DLP).
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
  • Maintained detailed records of client interactions, allowing for abetter understanding of needs and preferences for future engagements.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Doing residency referrals, Non-reciprocal Driver's License Referrals if any are fraudulent, SIU investigation updates.
  • Handling transactions regarding Violation ticket history, payments, disputes, and driver abstracts. Vehicles impound & release paperwork, Criminal code conviction, filing for reviews, updating Road Safety BC.
  • Evaluated customer data, identification and documents presented to us to identify and prevent fraudulent activities.
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.

Mobile Banking Specialist

Coast Capital Savings
03.2022 - 04.2022
  • Taking inbound calls to offer helpful solutions and alternatives proactively and creatively to customer inquiries
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
  • Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
  • Efficiently and effectively prioritizing and organizing what needs to get done with high attention to detail
  • Helping clients with their daily banking needs
  • Doing Money transfers, checking deposits ad credits, Helping with Lines of credit, paying bills, booking appointments. Also, Helping clients to match the accounts with their needs, investing in GICs.

Office Administrative Assistant

Best Buy
09.2020 - 12.2021
  • Interacted with customers professionally by phone or email to provide information and direct them to desired clients
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
  • Opened and properly distributed around 100-150 incoming mail to promote quicker response to client inquiries daily
  • Handled customer enquiry box, actioning around 200 to 250 emails per day
  • Replying to the client emails, forwarding them to right department, adding notes from the emails to the work orders
  • Applied communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
  • Assured timely verification of insurance benefits prior to repair.
  • Assisted customers in understanding proper care and maintenance routines for their devices, prolonging product lifespans as a result.
  • Managed inventory levels effectively, maintaining adequate stock of replacement parts to avoid delays in repair jobs.
  • Established trust with clients through transparent communication regarding progress updates on pending repairs or unforeseen complications that arose during servicing processes.
  • Collaborated closely with insurance companies to verify coverage details, submit claims, and process payments promptly.

Office Administrator & Under Writer

Blue Rock Financial (Real Estate & Mortgage Brokerage)
05.2020 - 09.2020
  • Functioned as a dedicated assistant to Real Estate Agents and office personnel in residential real estate
  • Maintained property listings and handled all client correspondence
  • Pioneered implementation of new office procedures and processes that promoted a more productive office flow
  • Managed systems and databases for sellers, buyers, and administration
  • Maintained office calendar and scheduled showings by Touchbase and communication with other agents
  • Knowledge of Paragon and Filogix
  • Correspond with clients, solicitors, conveyancers, mortgage brokers, and real estate agents
  • Preparation of sale, purchase, and mortgage documents for residential conveyancing
  • Dealing with contracts, title reviews, and mortgage payouts
  • Checking emails and voicemails for vacation relief and directing to the appropriate assistant and/or lawyer
  • Evaluating client’s pay stubs, credit history, tax information and bank statements for financial status
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.

Shift Manager

KFC
10.2015 - 07.2019
  • Kept business, customer and financial records current and accurate to stay on top of changing information and avoid lost data
  • Adhered to company standards and compliance requirements for operations and cleanliness of all areas
  • Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
  • Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
  • Excelled in every store position and regularly backed up front-line staff to keep expertise fresh and relevant
  • Managed schedules accepted time off requests and found coverage for short shifts
  • Processed payments and documented account changes for financial accuracy and transparency
  • Tracked inventory and ordered office supplies encouraging cost-effective solutions
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.

Education

License Certificate - Chartered Insurance Professional - CIP

INSURANCE INSTITUTE OF BC
BC
04.2026

Diploma - General Science

Langara College
Vancouver, BC
08.2018

Skills

  • Management skills
  • Training and mentoring
  • Team Leadership
  • Schedule Management
  • Report creation
  • Expense reporting
  • Customer Support
  • Call center experience
  • Escalation management
  • Advanced oral and written communication skills
  • Insurance policy coverage knowledge
  • Data Analysis

Certification

  • CIP in progress - Insurance Institute of BC
  • First Aid Attendant Level 1 - Trauma Tech (Jan 2024)
  • 5 BC Driver's License

Languages

Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Timeline

Client Service Representative

ICBC
08.2022 - Current

Mobile Banking Specialist

Coast Capital Savings
03.2022 - 04.2022

Office Administrative Assistant

Best Buy
09.2020 - 12.2021

Office Administrator & Under Writer

Blue Rock Financial (Real Estate & Mortgage Brokerage)
05.2020 - 09.2020

Shift Manager

KFC
10.2015 - 07.2019

License Certificate - Chartered Insurance Professional - CIP

INSURANCE INSTITUTE OF BC

Diploma - General Science

Langara College
  • CIP in progress - Insurance Institute of BC
  • First Aid Attendant Level 1 - Trauma Tech (Jan 2024)
  • 5 BC Driver's License
SANDEEP RAI