Supreet Kaur
Chestermere,Canada
Summary
Motivated professional with extensive experience in office support across various industries. Demonstrates a strong work ethic and professional demeanor, consistently delivering exceptional customer service. Proven decision-making skills enhance operational efficiency and client satisfaction.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Key Holder
Reitmans
Stoney Creek, Canada
03.2023 - Current
- Supervised store operations, ensuring effective cash balancing and adherence to opening/closing procedures.
- Provided mentorship to new staff members, enhancing overall client experience within the store.
- Monitored daily sales performance and collaborated on execution of promotional activities.
- Identified potential shoplifters through observation of suspicious behavior or activities.
- Monitored employee performance to ensure adherence to company policies and procedures.
- Received shipments from vendors and ensured that all products were properly stocked in their designated locations.
- Replenished merchandise displays throughout the store as needed.
- Assisted customers with product selection and resolving complaints.
- Organized backroom storage areas to maximize efficiency of space utilization.
Licensed Insurance Advisor
RBC Insurance
Mississauga, Canada
12.2024 - 05.2025
- Provided tailored insurance advice for home and auto policies via virtual and in-person channels.
- Maintained accurate records in Salesforce and Guidewire to support underwriting and compliance.
- Exceeded monthly sales targets while prioritizing customer retention and satisfaction.
- Monitored client accounts for payment discrepancies or lapses in coverage.
- Negotiated with underwriters for better terms for customers.
- Explained the features of various types of insurance policies to customers.
- Maintained up-to-date knowledge of industry trends and developments in order to provide comprehensive advice to clients.
Associate Insurance Advisor
The Co-operators
Toronto, Canada
05.2023 - 12.2024
- Conducted comprehensive needs assessments to determine appropriate insurance coverage.
- Managed customer policy files, processed billing and endorsements for efficient operations.
- Educated clients on various insurance products to enhance understanding and decision-making.
- Prepared quotes for prospective clients using company software systems.
- Participated in continuing education courses to stay abreast of changes in the insurance industry.
- Generated leads through networking activities at trade shows and other events.
- Identified opportunities for cross-selling additional products or services.
- Responded promptly to customer inquiries via telephone or email.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Client Support Representative /Office Administrative Assistant
The Co-operators
Toronto, Canada
02.2022 - 05.2023
- Scheduled appointments and managed administrative processes to support insurance advisors efficiently.
- Processed payments and handled policy changes while ensuring excellent service via phone and email.
- Provided technical support to customers via phone, email and chat.
- Assisted customers with their accounts, billing information, and product orders.
- Utilized various software programs such as Microsoft Office Suite and Salesforce for daily duties.
- Maintained detailed records of customer interactions in a CRM system.
- Performed variety of clerical and administrative duties pertaining to on-site support.
- Developed and maintained filing systems for confidential documents and records.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Assistant Manager
Coffee Culture Café & Eatery
Burlington, Canada
11.2019 - 02.2022
- Managed daily operations, encompassing inventory control, staff scheduling, and financial reporting.
- Conducted team meetings to enhance collaboration and address customer concerns.
- Ensured smooth workflow by resolving customer issues promptly and effectively.
- Supervised daily operations including scheduling shifts, assigning duties.
- Conducted training sessions for new hires on operating procedures and policies.
- Inspected equipment regularly to ensure proper functioning and safety standards are met.
- Ensured compliance with all safety regulations and health codes.
- Provided guidance and support to employees in order to ensure efficient service delivery.
- Ordered necessary items from suppliers when required.
- Inspected dining and serving areas for cleanliness and proper setup.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
Medical Receptionist
North Burlington Medical Center
Burlington, Canada
06.2019 - 03.2020
- Coordinated appointment scheduling, patient intake, and maintenance of medical records.
- Delivered compassionate front-line service while ensuring accuracy in medical documentation.
- Managed billing processes to maintain financial integrity and compliance.
- Verified insurance coverage for appointments and collected co-payments as required.
- Processed referrals for specialist care when requested by physicians or patients.
- Performed data entry tasks related to billing and collections procedures.
- Assisted with filing of medical records and documents, maintaining accurate electronic files.
- Answered multi-line phone system and directed callers to requested personnel and departments.
- Delivered high-quality administrative and customer service to sustain patient and work flows.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
Team Leader
Tim Hortons
Oakville, Canada
11.2016 - 03.2019
- Oversaw shift coverage, ensuring optimal staffing and operational efficiency.
- Maintained inventory levels to prevent shortages and support service demands.
- Trained new team members, enhancing overall team performance.
- Ensured drive-through efficiency and adherence to quality standards during peak hours.
- Ensured compliance with all safety regulations in the workplace.
- Resolved customer complaints in an effective manner while maintaining a high level of customer service.
- Kept work areas clean, neat and free of safety hazards to maximize efficiency.
Education
Diploma In Clinical Aesthetics - Clinical Aesthetics
NIWE Academy
Calgary, AB 05.2025 - 11.2025
Diploma - Social Service Worker
Sheridan College
Oakville, ON 01.2017 - 05.2019
Skills
- Insurance Sales
- Client Needs Analysis
- Policy Administration
- Compliance
- CRM Systems
- Salesforce
- Guidewire
- Multichannel Customer Service
- Team Training
- Leadership
- Conflict Resolution
- Client Retention
- Scheduling
- Office Administration
- Bilingual Communication
- Customer relationship management
- Sales strategy development
- Sales performance tracking
- Document management
- Conflict resolution
- Team collaboration
- Effective communication
- Time management
- Problem solving
- Client relations
- CRM software
- Administrative functions
Certification
- OTL Insurance License - April 30th, 2027
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional
References
References available upon request.
Timeline
Diploma In Clinical Aesthetics - Clinical Aesthetics
NIWE Academy
05.2025 - 11.2025
Licensed Insurance Advisor
RBC Insurance
12.2024 - 05.2025
Associate Insurance Advisor
The Co-operators
05.2023 - 12.2024
Key Holder
Reitmans
03.2023 - Current
Client Support Representative /Office Administrative Assistant
The Co-operators
02.2022 - 05.2023
Assistant Manager
Coffee Culture Café & Eatery
11.2019 - 02.2022
Medical Receptionist
North Burlington Medical Center
06.2019 - 03.2020
Diploma - Social Service Worker
Sheridan College
01.2017 - 05.2019
Team Leader
Tim Hortons
11.2016 - 03.2019