Shreya Kataria
Brampton,Canada
Summary
Business focused Insurance Advisor with TD Insurance, specializing in risk assessment and customer service. Demonstrated ability to enhance operational efficiency and deliver exceptional client experiences. Expertise in policy analysis and problem-solving, consistently achieving goals while promoting team collaboration to resolve complex issues.
Overview
6
6
years of professional experience
Work History
Insurance Advisor
TD Insurance
Markham, ON
02.2023 - Current
- Delivered expert guidance on TD's insurance assets to address home and automobile needs.
- Provided exceptional inbound and outbound service for complex insurance transactions.
- Acted as product expert, resolving customer concerns efficiently and escalating issues when necessary.
- Pursued set goals while promoting innovation through legendary customer experiences.
- Implemented streamlined customer service procedures to enhance operational efficiency.
- Collaborated with team members, leveraging collective knowledge to solve customer issues effectively.
Web Inboud Support Specialist
TD Insurance
Markham, ON
04.2022 - 02.2023
- Provided customer support through phone and email communications.
- Resolved customer inquiries and issues with timely follow-up actions.
- Ensured compliance with company policies regarding security protocols.
- Collaborated with internal teams to resolve escalated customer queries quickly.
- Analyzed computer issues, identified root causes, and implemented solutions.
- Collaborated with team members to improve service delivery processes.
- Documented customer interactions in the support management system.
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
Credit Analyst
EOS Canada
Toronto, ON
06.2021 - 04.2022
- Employed various tracing techniques to collect personal information of customers with outstanding debts.
- Contacted customers to negotiate payment terms and schedules.
- Minimized objections by suggesting customer-friendly payment options.
- Processed credit card payments over the phone efficiently.
- Negotiated extended payment plans for customers to avoid further debt accumulation.
- Maintained detailed notes on customer interactions and outcomes using software.
- Presented multiple payment options to facilitate prompt balance repayment.
- Collaborated with management and team members to enhance strategies for improving repayment rates.
Administration Assistant/Client Service Advisor
Canadian Locators Inc.
Toronto, ON
04.2019 - 05.2021
- Documented critical information from emergency and non-emergency calls with accuracy.
- Transmitted relevant details or delivered effective solutions to resolve issues promptly.
- Managed product orders and deliveries, ensuring timely dispatch to meet demands.
- Prioritized incoming calls by urgency and importance to enhance response efficiency.
- Coordinated crews and vehicles using phone and computer systems for efficient logistics.
- Monitored routes and statuses of field units to optimize scheduling and resource allocation.
- Provided field units with essential information on orders, traffic conditions, and obstacles.
Education
Post-Graduate Certificate - Accounting
School of Continuing Studies (YORK UNIVERSITY)
North York, Ontario04.2019
Post Graduate Certificate - Financial Planning
Centennial College (PROGRESS CAMPUS)
Scarborough, Ontario04.2018
Bachelors of Commerce (Honors) - Finance
UNIVERSITY OF DELHI - SGGSCC
New Delhi, India06.2016
Skills
- Insurance policy analysis
- Claims processing
- Risk assessment
- Regulatory compliance
- Customer service
- Communication skills
- Problem solving
- Attention to detail
- Policy analysis
- Goal-oriented mindset
Timeline
Insurance Advisor
TD Insurance
02.2023 - Current
Web Inboud Support Specialist
TD Insurance
04.2022 - 02.2023
Credit Analyst
EOS Canada
06.2021 - 04.2022
Administration Assistant/Client Service Advisor
Canadian Locators Inc.
04.2019 - 05.2021
Post-Graduate Certificate - Accounting
School of Continuing Studies (YORK UNIVERSITY)
Post Graduate Certificate - Financial Planning
Centennial College (PROGRESS CAMPUS)
Bachelors of Commerce (Honors) - Finance
UNIVERSITY OF DELHI - SGGSCC
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