Smit Patel
Toronto,Ontario
Summary
Detail-oriented and self-motivated customer service professional armed with hands-on experience in customer service and client relations management. Looking to build a successful career within an ambitious organization, to better execute skills and bring value to clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Royal Bank of Canada, RBC
07.2022 - 04.2024
- Respond to clients by providing information, understanding needs, offering value added solutions, opportunity spotting, and taking accountability for the resolution of customer concerns
- Secure new business and/or retain existing business by showing the benefits and features of their coverages
- Provided insurance advice based on individual needs, constantly improved functions taking a client focused approach to effectively process client requests regarding their coverage on loans, lines of credit, mortgages, and business loans
- Ensure clients receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally)
- Obtaining initial loss information from clients and begin claims processing for Life, Disability and Critical illness claims
- Processing disability claims checklist at initial point of contact over the phone with clients and forward the claim to insurer with financial information to process the claim
- Providing detailed information to clients on how to submit a claim, explaining features and benefits of coverage in a professional manner with high degree of customer service.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Cashier/Customer Service
Pizza Pizza LTD
03.2022 - 06.2022
- Greeting each customer as they walk through the door and thanking them for their business
- Taking orders and preparing side items in a timely manner
- Accurately entered orders in the POS system which relays orders to the kitchen
- Managing cash and sales transactions
- Count money in cash drawers at the beginning of shift to ensure that amounts are correct and there is adequate change
- Solved customer complaints and offered them quick and effective solutions
- Responsible for accurate and up-to-standard food preparation as per customer request.
Accounting Bookkeeper
ECI Technology Group Inc
04.2020 - 11.2021
- Under the general supervision of the Director of Finance, assists with the overall accounting functions
- Enter Sales Reports, Purchase Orders, Bills, Invoices into QuickBooks
- Calculate and prepare cheques for payrolls, vendors and for utility, tax, and other bills
- Reconcile bank and credit card statements
- Manage customer and vendor information electronically, also responding and handling their request and/or issues in timely manner
- Keep financial records and establish, maintain, and balance various accounts using QuickBooks
- Post journal entries and reconcile accounts and prepare financial statements
- Prepare other financial and accounting reports and submit HST tax remittance forms, workers compensation forms, and other government documents.
Education
Diploma - Accounting and business
Seneca college
North York, ON08.2019
University Diploma - Mechanical Engineering
Nirma University
Ahmedabad, Gujarat06.2015
Skills
- MS Office : Excel, Access, Outlook, and Word
- Accounting Software: Sage 50 and QuickBooks Online
- Excellent Customer Service and Communication Skills
- Ability to Listen and Comprehend
- Strong Interpersonal Skills
- Critical Thinking
- NPS Customer Retention/Satisfaction
- Issue and Complaint Resolution
- Call Centre Operations
- Client Focused
- Customer Service
- Problem-solving abilities
Certification
Creditor Insurance Training and Transition
Timeline
Customer Service Representative
Royal Bank of Canada, RBC
07.2022 - 04.2024
Cashier/Customer Service
Pizza Pizza LTD
03.2022 - 06.2022
Accounting Bookkeeper
ECI Technology Group Inc
04.2020 - 11.2021
Diploma - Accounting and business
Seneca college
University Diploma - Mechanical Engineering
Nirma University
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