Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Community Service
Hobbies and Interests
Generic

SHIVALI SHIVALI

Winnipeg,MB

Summary

Experienced financial professional prepared for role with strong background in managing payables and receivables. Adept at leveraging financial software, ensuring accurate and timely processing, and maintaining records. Focused on team collaboration, adapting to changing needs, and delivering reliable results. Known for problem-solving skills, attention to detail, and strong communication abilities.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Policy Administration Specialist

Wawanesa Insurance
10.2023 - Current
  • Prepare cash application transactions, ensuring validation of the cash receipt for the respective policy
  • Prepare policyholder notices and follow-up on customer inquiries as required
  • Prepare daily and monthly reconciliations of general ledger suspense and other accounts
  • Prepare and/or enter general ledger journal entries
  • Prepare and/or enter cheque requisitions
  • Process banking transactions with accuracy
  • Work with operational departments to identify and process policy transactions
  • Investigate problem policies to identify appropriate course of action, and
  • Perform other duties as assigned

Customer Service Representative

Skip the Dishes
06.2021 - 09.2024
  • Acted as a point person for any customer feedback or complaints.
  • Provided excellent customer service to every customer every time.
  • Leveraged multi-lingual skills to improve customer satisfaction.

Administrative Assistant

Wawanesa Insurance
06.2022 - 10.2023
  • Sort and distribute internal staff Notifications.
  • Sort and distribute incoming mail.
  • Update reports with information from a variety of internal company and external sources.
  • Perform other duties as assigned.
  • Answer and direct phone calls.
  • Produce and distribute correspondence memos, letters, faxes, and forms.
  • Assist in the preparation of regularly scheduled reports.
  • Develop and maintain a filing system.
  • Also Create and work on Jira Tickets on Daily Basis.

Customer Service Representative

Sobeys Extra
02.2016 - 04.2021
  • Assisted with special projects such as marketing, special promotions etc.
  • Provided customer with outstanding service by leveraging my knowledge of different products.
  • Created a positive/ friendly impression during every customer interaction.
  • Received multiple recognitions including Employee of the Month for December 2019.

Education

Bachelor's - Economics and Business studies

University of Manitoba
04.2020

High School Diploma -

Guru Nanak Dev University
India
04-2015

Core Courses of CPA -

University of Manitoba
Winnipeg, MB
01-2026

Skills

  • Skills: Fast Learner, Book keeping, Sales, Agenda Management, Fluent in English, Hindi and Punjabi
  • Computer: Highly Proficient in Microsoft word, excel, Outlook, PowerPoint, Accounting Software, Spread Sheets and Jira Software
  • Office management
  • Records management
  • Document control
  • Scheduling appointments

Languages

English
Full Professional
Hindi
Native or Bilingual

Certification

LOMA 281 - Meeting Customer Needs with Insurance and Annuities - 3rd Edition

Timeline

Policy Administration Specialist

Wawanesa Insurance
10.2023 - Current

Administrative Assistant

Wawanesa Insurance
06.2022 - 10.2023

Customer Service Representative

Skip the Dishes
06.2021 - 09.2024

Customer Service Representative

Sobeys Extra
02.2016 - 04.2021

Bachelor's - Economics and Business studies

University of Manitoba

High School Diploma -

Guru Nanak Dev University

Core Courses of CPA -

University of Manitoba

Community Service

Wawanesa Tree planting 2023 & 2024. 

Hobbies and Interests

Interest: Reading, Travelling and Community Involvement.

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SHIVALI SHIVALI