Sukhjit Kaur
Canada Life Assurance Company
London,Canada
3
Languages
7
years of professional experience
Results-oriented professional with over 5 years in client relations and customer service, specializing in strengthening client relationships and enhancing satisfaction. Skilled in communication and conflict resolution, effectively adapting to client needs. Focused on optimizing processes and fostering teamwork to drive company success.
Work History
Sr. Customer Service Representative, Insurance
5 Months- Indexing team coordinates intake and routing of client/advisor requests into workflow tools (i.e. OnBase and Appian)
- Ensured In-Force Service actioned requests within required SLAs.
- Reviewed and routed system messages, emails, and faxes to facilitate timely processing.
- Collaborated with cross-functional teams to streamline processes and enhance operational efficiency.
- Mentored junior representatives to enhance team performance and customer satisfaction.
Customer Service Representative, Insurance
2 Years 4 Months- Act as the main point of contact for policyholders, addressing inquiries about insurance policies, coverage, claims adjudication, and billing.
- Resolved client complaints and issues promptly, maintaining professionalism and ensuring timely, error-free payments.
- Handle sensitive client interactions with empathy and professionalism.
- Maintained accurate, up-to-date client records in insurance management system to support operational efficiency.
- Ensure all client interactions comply with insurance regulations, company policies, and confidentiality requirements.
- Prepared necessary documentation for audits, claims, and renewals, facilitating compliance and timely processing.
- Consistently meet/exceed productivity and quality targets in a fast paced, high-volume environment.
Team Lead, Client Relations
1 Year 8 Months- Coached and guided team to meet service levels and enhance responsiveness.
- Organized events and arranged meetings to facilitate client engagement.
- Monitored performance, developed team skills, and improved processes.
- Organizing events and arranging meetings.
- Procuring materials, inventory and customer reporting with timeliness.
- Adhere to SOPs and follow the working guidelines of documentation.
Customer Service Representative
5 Months- Delivered outstanding service and sales support for complex issues.
- Troubleshot issues and supported incoming requests to deliver complete and accurate solutions on first contact.
- Delivered outstanding service and/or sales support with minimal to moderately complex.
- Addressed customer concerns and took ownership of problem-solving, escalating matters as needed to ensure resolution.
- Worked effectively as a team, use, and learn from each other's knowledge and support your co-workers to resolve customer issues and improve efficiency of the advice team.
- Collaborated with team members to share knowledge and support each other in resolving customer issues and enhancing team efficiency.
Administrative Assistant
2 Years 2 Months- Planned, organized & overseen the operations in logistics.
- Managed account receivables and collected payments from clients.
- Engaged with B2B and B2C clients to facilitate sales.
- Managed account receivables and payment collections to maintain accurate financial records.
- Created Bills of Materials (BOMs) and assemblies for inventory management in SAGE.
- Maintained filing system and organized daily reports for easy access.
- Coordinated and scheduled pickups to optimize logistics operations.
- Reported instances of missing and damaged items to ensure accountability.
- Created purchase orders and managed inventory entries in SAGE.
- Followed safety protocols and consistently met project deadlines.
- Oversaw inventory management to ensure optimal stock levels.
Education
Canadian Securities Course
Pursuing
- Hospitality and Tourism Operations Management
Studied: Marketing and Sales, Cost Control, Project Management etc.
- Advanced Communication for Professionals
Studied: Research Analysis, Web Writing, Agile Project Development, Leadership and Management Fundamentals etc.
Bachelor of Arts
Studied: Economics, History, Political Science and Humanity Fundamentals.
Skills
Benefits knowledge
Policy Interpretation & Adjudication
Claims handling
Verbal communication
Policy adjudication
Time Management & Prioritization
Claims adjudication
Administrative Operations
Insurance Software Proficiency
Client Interaction Management
Interpersonal relations
Interpersonal communication
Languages
Punjabi
Native or Bilingual
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Sr. Customer Service Representative, Insurance
Canada Life Assurance Company
03.2026 - CurrentRead More
Customer Service Representative, Insurance
Canada Life Assurance Company
11.2023 - 03.2026Read More
Team Lead, Client Relations
Jones Healthcare Group
02.2022 - 10.2023Read More
Customer Service Representative
TD Bank
07.2021 - 12.2021Read More
Administrative Assistant
Microcad Computer Corporation
04.2019 - 06.2021Read More
Guru Nanak Dev University
Bachelor of Arts
Read More
Fanshawe College
from Advanced Communication for Professionals
Read More
Fanshawe College
from Hospitality and Tourism Operations Management
Read More
Canadian Securities Course
Read More