Viswa Patel
Brampton,ON
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
INSURANCE AGENT
Royal Bank of Canada
Brampton, Canada
02.2022 - Current
- Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options.
- Used company software to analyze customer coverage needs, write quotes, and issue policies.
- Built and maintained relationships with clients to support satisfaction.
- Analyzed clients' current insurance policies and suggested additions or other changes.
- Maintained current understanding of changing regulations related to the industry by regularly reading industry publications and attending seminars.
- Successfully completed continuing education courses related to state laws regarding insurance products.
- Built proficiency in utilizing multiple software systems to track customer accounts and update customer information.
- Gained experience in providing support for underwriting activities, such as calculating premiums and issuing certificates of insurance.
- Obtained and provided information when claims were made on policy.
- Assisted in training new team members on call handling procedures.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Educated clients on claims process and provided support during claims submission.
- Developed relationships with clients to enhance customer satisfaction and retention.
CREW TRAINER
Mc Donalds
Mississauga, Canada
10.2019 - 12.2021
- Accurately and efficient handled Point of Sales Systems to input orders and process monetary transactions.
- Provided excellent customer service and managed tasks well while working at fast-paced drive-thru station.
- Made drinks and assisted with food preparation following all safe food handling best practices; delivered consistent product and service quality.
Education
2-YEAR DIPLOMA - BUSINESS FINANCE
Pilon School of Business, Sheridan College
COMPLETED COURSEWORK TOWARDS HIGH SCHOOL - COMMERCE BACKGROUND
IndiaSkills
- Call centre experience
- Policy Knowledge
- Active Listening
- Time Management
- Teamwork and Collaboration
- Customer Service
- Decision Making
- Risk Assessment
- Policy writing
- Problem solving
Certification
Other than life, Licensed for province ON, SK, BC, AB, NB, NS, PEI
Personal Information
Gender: Female
Timeline
INSURANCE AGENT
Royal Bank of Canada
02.2022 - Current
CREW TRAINER
Mc Donalds
10.2019 - 12.2021
2-YEAR DIPLOMA - BUSINESS FINANCE
Pilon School of Business, Sheridan College