Sharon Ingabire
Longueuil,QC
Summary
Detail-oriented and results-driven BBA graduate specializing in Finance, with hands-on experience in vehicle claims management and client sales. Proven ability to assess claims, manage customer relations, and promote financial products in a fast-paced, client-focused environment. Skilled in analyzing financial data, offering tailored investment solutions, and building lasting client relationships. Demonstrated expertise in utilizing financial tools such as Excel, Tableau, and CRM platforms (Salesforce) to track sales leads, optimize processes, and drive business growth. Adept at communicating complex financial concepts to diverse clients and working collaboratively across departments to achieve organizational goals. A strong commitment to customer service and maximizing client satisfaction.
Overview
4
4
years of professional experience
Work History
Bilingual Vehicle Replacement Services
Audatex, a Solera
10.2023 - Current
- Adjudicated vehicle insurance claims, determining the extent of damages, estimating repair costs, and reviewing policy details.
- Worked directly with insured clients, explaining policy coverage, deductibles, and the claims process in a clear and concise manner.
- Provided bilingual customer support during the claim process, ensuring clients and dealerships received the assistance they needed in their preferred language.
- Maintained up-to-date knowledge of industry regulations and company policies to ensure compliance and avoid potential disputes.
Client Sales Representative
Invesco Enterprises
12.2021 - 08.2023
- Developed and maintained strong relationships with institutional and retail clients, ensuring they were well-informed about Invesco’s investment products and services.
- Collaborated closely with the sales team and portfolio managers to identify client needs and tailor investment solutions, ensuring a high level of client satisfaction and retention.
- Promoted a wide range of investment products, including mutual funds, ETFs, and alternative investment strategies, to both new and existing clients.
- Conducted sales presentations, product demonstrations, and investment strategy discussions, delivering clear and actionable insights to clients, both in-person and via virtual meetings.
- Utilized CRM software (e.g., Salesforce) to manage client accounts, track sales leads, document interactions, and ensure timely follow-ups with clients.
Customer Service Representative
Cloud5 Communication
06.2020 - 04.2021
- Provided exceptional customer service to clients navigating Employment Insurance (EI) benefits, answering inquiries regarding eligibility, claims status, and application procedures.
- Maintained a high level of confidentiality, adhering to privacy policies and regulations regarding personal information and EI claims.
- Assisted clients in understanding the EI claims process, ensuring they received timely and accurate information to support their applications.
- Collaborated with cross-functional teams, including claims processors and technical support, to resolve client issues quickly and efficiently.
- Managed a high volume of inbound calls and emails, addressing questions related to benefit entitlements, application deadlines, and payment schedules.
Education
BBA - Specializing in Finance
University of Prince Edward Island
05-2023
Skills
- Strong verbal and written communication skills
- Analytical and critical thinking skills to solve client problems
- Teamwork and Collaboration
- Report preparation
- Attention to Detail
- Technical and Analytical Skills
- Insurance and Claim Management
- Client Relationship Management
- Claims Documentation and Reporting
- Data entry and Accuracy
Timeline
Bilingual Vehicle Replacement Services
Audatex, a Solera
10.2023 - Current
Client Sales Representative
Invesco Enterprises
12.2021 - 08.2023
Customer Service Representative
Cloud5 Communication
06.2020 - 04.2021
BBA - Specializing in Finance
University of Prince Edward Island
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