Syed Ali
Scarborough,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate, with strong organizational skills, eager to secure a position. Ready to help the team achieve company goals.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Aviva Canada
05.2022 - Current
- Created detailed reports for management to track performance and sales.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Customer Service Representative
Bank Of Montreal, BMO
01.2019 - 05.2022
- Provided excellent customer care by responding to requests, assisting with product selection, and handling ordering functions.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Created and maintained a detailed database to develop promotional sales.
Education
Bcom -
York University`
Skills
- Client Account Management
- Financial Analysis Software
- Professionalism and Ethics
- Customer Service Management
- Revenue Growth
- Operations Management
- Customer Retention
- Data Analysis
Languages
English
Native or Bilingual
Bengali
Native or Bilingual
Timeline
Insurance Agent
Aviva Canada
05.2022 - Current
Customer Service Representative
Bank Of Montreal, BMO
01.2019 - 05.2022
Bcom -
York University`
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