Summary
Overview
Work History
Education
Skills
Timeline
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Syeda Adnan

Cambridge,Ontario

Summary

Seasoned insurance specialist with 3+years of experience at a large insurance provider. Specialized in policy adjustments, claims processing, and customer relationship management.

Excel at communication, problem-solving, and adaptability, ensuring seamless service delivery and customer satisfaction.

Overview

6
6
years of professional experience

Work History

Insurance Advisor

Desjardins Group
Brampton, Canada
09.2018 - 08.2021
  • Serve as a trusted insurance advisor, engaging clients in in-depth conversations to assess their Auto and Home coverage needs and provide tailored recommendations, ensuring a high standard of client satisfaction and retention.
  • Collaborate closely with underwriting teams and internal stakeholders to evaluate risk, clarify policy options, and ensure smooth communication on complex client cases.
  • Support insurance sales by preparing and presenting personalized insurance quotes and coverage comparisons, contributing to the issuance of 20+ policies weekly.
  • Actively maintain and audit policy data within the broker management system, ensuring policy accuracy and regulatory compliance.
  • Handle 40+ inbound calls weekly through the Automatic Call Distributor (ACD), responding to policy inquiries, claims processes, and coverage explanations with clarity and professionalism.
  • Process policy changes, generate member correspondence, and manage administrative requests to support end-to-end case handling.
  • Participate in team knowledge-sharing and training sessions, staying current on evolving industry practices, underwriting standards, and product developments to enhance team performance and advisor support.
  • Supported marketing and retention campaigns by following up on leads, pre-qualifying risks, and identifying upselling opportunities to drive growth.

Fulfillment Associate

Amazon Fulfillment Center
Milton, Canada
01.2016 - 12.2017
  • Processed and packaged customer orders using RF scanning technology to ensure quality standards.
  • Conducted quality control inspections to identify product discrepancies and packaging errors.
  • Met productivity targets and time-sensitive order deadlines by following company standard operating procedures.
  • Maintained accurate records through daily productivity and quality control reporting to supervisors.

Education

RIBO - Registered Insurance Brokers of Ontario -

Insurance Broker Association of Ontario
Toronto, ON
01-2018

Business Administration -

Dufferin Peel District School Board
Brampton, ON
01-2008

Bachelor of Arts - Statistics and Economics

Punjab University
Islamabad, PK
01-1994

Skills

  • Customer service excellence
  • Policy administration
  • Claims processing
  • Risk assessment
  • Broker management
  • Sales conversion
  • Verbal and written communication

Timeline

Insurance Advisor

Desjardins Group
09.2018 - 08.2021

Fulfillment Associate

Amazon Fulfillment Center
01.2016 - 12.2017

RIBO - Registered Insurance Brokers of Ontario -

Insurance Broker Association of Ontario

Business Administration -

Dufferin Peel District School Board

Bachelor of Arts - Statistics and Economics

Punjab University

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Syeda Adnan