Tajinder Kaur
Brampton,Canada
Summary
Insurance professional keen on delivering tailored insurance solutions and comprehensive risk assessments. Proven experience in guiding clients through policy options and claims processes, ensuring their understanding and satisfaction. Known for collaborative teamwork and consistently achieving client-focused results in dynamic environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance
07.2021 - Current
- Providing insurance advice and solutions to clients based on their needs
- Demonstrate a solid understanding of regulatory risk when writing & updating new business polices
- Working effectively in a team, supporting team by answering questions & helping team to meet our objectives
- Meeting monthly & quarterly KPI's for Financials, Compliance & providing Legendry customer Experience
- Assisted Team with role of 'Financials SME' by providing Tips for Sales, Providing Timely updates regards to new business throughout the day & sending emails of Financials by the end of the day & reminding team of daily & Monthly targets
- Boosting Team for financials by recognising Associates in the Team & appreciating by sending E -cards on TD Appreciate
- Assisted Team with role of 'Team Meeting Minutes SME' where I am hosting team meetings, create agendas & capture minutes throughout meeting and share outcome with team
- Currently working as 'Compliance SME', Create Quizzes, Provide updates regards to new BPM, Track the Monthly performance & provide Action plans regards to improvement for the team
Bodily Injury Claims (STA)
03.2024 - 05.2024
- Handling files & closing claims by thoroughly confirming the closing documents such as Dismissals & Final invoices
- Assisting in investigating claims by pulling phone call records, surveillance & sending the findings to Respective Departments
- Learning the process of Settling claim by shadowing adjuster
- Investigating claims, confirming coverages & providing support to client by providing up to date status of claim
- Handling files & closing claims by thoroughly confirming the closing documents such as Dismissals & invoices
Subject matter expert (Supervisor)
S&P data
07.2020 - 07.2021
- Supervising the Team of new recruits providing hand on training on software, to possess professional telephone manner and organising & managing to be multitasking
- Helping agents with Escalations, Sales & understanding of new policies of the company & products
- Preparing and submitting daily, weekly, and monthly reports of the agents to operational manager
- Tracking daily observations and one-on-one coaching sessions to improve the Associate’s Performance
- Responsible and Monitoring Agent’s Target for the KPI’S
- Troubleshoot technical problems related to system issues
- Assess competitor information and activities and develop an awareness of emerging Competitor trends
- Conduct meetings & huddles with Associates & encourage them for performance, & have positive conversation, where needs improvement
Telecommunications sales representative
S&P data
11.2019 - 06.2020
- Customer Retention: retaining & managing new and existing customers by providing excellent customer support and exceeding customer’s expectations
- Responds to requests for information on products, equipment, services, and billing
- Assisting in processing payments, closing contracts, upgrades & sending RMA kits
- Achieves sales objectives by promoting & selling various product & service solutions
- Perform data analysis of customer’s current service utilization to present additional services and special offers that provide an enhanced solution
- Satisfies needs of existing customers by repeatedly accessing and making use of informational tools to provide most beneficial solution to client
- Maintains a high level of competitive product knowledge, including evolving technology trends in the relevant products & services portfolio
- Navigates computerized system and accurately enters data
- Assist with projects & duties as requested or assigned
- Troubleshooting of devices, generate network related tickets to the areas
- Consistent with the Quality Assurance scores by exceeding quality percentage requirements
Customer Service Representative
Pizza Nova
10.2017 - 11.2019
- Company Overview: Head office of Pizza Nova
- Assisted Customers by answering questions, responding to inquiries, and managing telephone requests
- Supporting customer needs by fielding diverse questions about issues such as available merchandise, current prices, and upcoming company changes
- Building personal and sustainable relationship to increase loyalty and repeat business
- Seize opportunities to upsell the products & sales targets to ensure quotas are met
- Process online payments for various orders ensuring accuracy
- Consistently meet satisfaction of Quality Assurance with a percentage of 95-98%
- Resolve complaints by giving best solution & providing Exceptional customer service
- Head office of Pizza Nova
Education
Energy Systems Engineering Technology - Diploma
Centennial College
Scarborough, ON04.2019
Bachelor’s - sciences
Kamla Nehru College for Women
Phagwara, Punjab05.2016
Skills
- Goal-oriented mindset
- Data interpretation
- Client Relationship Management
- Policy analysis
- Claims Process Knowledge
- Industry Knowledge & Regulatory Compliance
Certification
OTL License for Ontario (Home & Auto Insurance)
Accident Benefits ( Shadowing Program)
Awards
All star Winner, 2023
Rewardsandrecognition
- Financials SME
- Compliance SME
- Team Meeting SME
- LEI - Recognised for following LEI behaviours.
- ALL Star – Recognised in 8% in All stars in February 2022
- Compliance pillar Event - 100% compliance through the first half of F'22.
- Recognized in LEI throwdown across Section & Site
- Recognized as Employee of the Month
- Recognized in the compliance celebration event for Q3 & Q4 F'2023
- All star Winner – Year 2023
Timeline
Bodily Injury Claims (STA)
03.2024 - 05.2024
Insurance Advisor
TD Insurance
07.2021 - Current
Subject matter expert (Supervisor)
S&P data
07.2020 - 07.2021
Telecommunications sales representative
S&P data
11.2019 - 06.2020
Customer Service Representative
Pizza Nova
10.2017 - 11.2019
Bachelor’s - sciences
Kamla Nehru College for Women
OTL License for Ontario (Home & Auto Insurance)
Accident Benefits ( Shadowing Program)
Energy Systems Engineering Technology - Diploma
Centennial College
Similar Profiles
Priscilla Omari SomuahPriscilla Omari Somuah
Catastrophe Claims Adjuster at TD InsuranceCatastrophe Claims Adjuster at TD Insurance
Jennifer KovacsJennifer Kovacs
Insurance Advisor at TD InsuranceInsurance Advisor at TD Insurance
Simar SinghSimar Singh
Resource Manager at TD InsuranceResource Manager at TD Insurance