Overview
Work History
Education
Accomplishments
Timeline
Generic

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, ON
12-2024

Saint Mary’s University
Halifax, NS
01-2022

Taxation

Athabasca University
Athabasca, AB
01-2020

Business Administration, Accounting

Sheridan College
Mississauga, ON
2019

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
Tamanpreet Bajwa