Customer Service Rep

Location:

Salary:

Posted:

June 06, 2018

SHITAL DESAI

*******.*****@*****.***

Education & Certifications:

*Certification in loan processor CPP

*Certification of Under Writing 101

* FHA VA streamlines certification

* CMU Certification

*Property & Casualty Licensed- New Jersey-Current

*Bachelor of Commerce: University of Maharashtra, India - 1993

PROFESONAL EXPERIENCE:

TD Bank: (Bank Teller II) 2015- Current

*Cash handling for customers on daily basis

*Legendary customer service on day to day basis

*Open and close of bank on time

* cross sell of bank products to customers

K K Insurance Agency: (Claim Representative) 2012-2015

* Report a claim on behalf of customers by email, by phone or/and by fax.

* Get weekly updates on customer’s reported claims and follow up with insurance company as well as customers to make sure it’s going well.

* Filling all documents regarding claims for company record.

* Do marketing for new business.

* Scheduling and maintaining daily appointment book for company president.

* Forward proper document to Agencies in different states.

* Answering inbound and outbound phone services to customers and coworkers.

Terrace Marcus Associates CPA: (Assistant Accountant) 2012- 2010

* Assist in filling Taxes for individual as well as as well as business clients.

* Answering at list 20 to 50 phone calls a day to assist clients with any

Question on tax and to set up an appointment with CPA.

* Filling all documents very carefully for following year’s tax purposes.

* Banking and mailing for business purpose.

PROFESONAL REFFRENCE:

Kiran Sondhi: Principal at K K insurance Agency

Email: ****@*****************.***

Terrance Marcus: CPA @ Terrance Marcuse Associates

Email: ***********@*******.***

Sangita Patel: Manager @ Providence Bank