Tamanpreet Bajwa
Brampton,ON
Overview
6
6
years of professional experience
Work History
Insurance Advisor
TD Insurance
Markham, ON
09.2021 - Current
- Providing solutions and counsel to new and existing TD Insurance clients in meeting their needs with the right home and auto insurance coverage.
- Customer Obsessed - Achieving results while always remaining purpose driven and devoted to delivering consistent, predictable and Legendary Experiences, every time.
- My performance for the year 2023 was 132% and 2024 YTD 139%.
- Compliance 100% for the year 2023 and YTD 2024.
- Team Subject Matter Expert (SME) for Compliance.
Program Ready Trainer
Concentrix Technologies
Halifax, NS
11.2020 - 09.2021
- Effectively facilitate new hire training sessions for an American financial institution, both in-class and via the WebEx training platform.
- Deliver comprehensive training materials covering technical, customer service, and sales accounts through a blend of classroom instruction, hands-on demonstrations, and engaging activities. Utilize diverse training delivery methods to accommodate different learning styles and adult learning principles.
- Conduct assessments and playbook observations to evaluate associate performance and provide constructive feedback.
- Support colleague transition from training to production environments, ensuring competency aligns with business requirements.
- Collaborate with the training manager to foster a positive learning culture, identifying opportunities for curriculum development and enhancement.
Financial Service Representative
Concentrix Technologies
Dartmouth, NS
11.2019 - 10.2020
- Managed a high volume of customer inquiries, promptly evaluating and responding to ensure customer satisfaction.
- Authenticated customers in accordance with company policies, executing maintenance tasks on bank accounts including card and check orders, address changes, dispute resolutions for fraudulent transactions, stop payments, and ATM/Debit card management.
- Maintained up-to-date product knowledge to effectively recommend alternative banking products tailored to customer needs, facilitating referrals to appropriate departments.
- Demonstrated efficiency in completing customer requests while minimizing average handle time, ensuring smooth call flow and fostering customer loyalty.
Sales Associate
IM-Medical Services
Brampton, ON
05.2018 - 09.2019
- Successfully achieved weekly and monthly sales targets within a dynamic and fast-paced environment.
- Demonstrated exceptional product knowledge to assist customers in selecting the most suitable products for their needs.
- Cultivated enduring relationships with both new and existing clientele to ensure consistent sales.
Education
Bachelors of Commerce
York University
Toronto, ON12-2024
Saint Mary’s University
Halifax, NS01-2022
Taxation
Athabasca University
Athabasca, AB01-2020
Business Administration, Accounting
Sheridan College
Mississauga, ON2019
Accomplishments
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Experienced in filing T1 returns using Profile & Visual Tax Software.
Timeline
Insurance Advisor
TD Insurance
09.2021 - Current
Program Ready Trainer
Concentrix Technologies
11.2020 - 09.2021
Financial Service Representative
Concentrix Technologies
11.2019 - 10.2020
Sales Associate
IM-Medical Services
05.2018 - 09.2019
Bachelors of Commerce
York University
Saint Mary’s University
Taxation
Athabasca University
Business Administration, Accounting
Sheridan College
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