Kawaljit Walia
Email: *************@*****.***
Profile
● Enthusiastic, detail oriented and accurate individual who is reliable, with passion to work in insurance industry; practical experience and knowledge of insurance business; holds Level 1 Fundamentals of General Insurance Certificate; seeking Autopac Advisor position
● Strong customer service experience; familiar with insurance sales including home Insurance, Vehicle Insurance, Pension Plans, and Personal Accident Insurance; ability to gather information, maintain confidentiality and prepare reports
● Great at engaging with customers and assessing their needs; quick learner with excellent attention to detail and organization; works well as part of a team and is able to work independently
● Strong communication skills; has the ability to communicate fluently in English, Punjabi, Hindi, and Urdu to offer wider language services to customers
● Proficient with using technology, Microsoft Office Suite, Internet, social media Skills and Abilities
Customer Service
● Greeted customers, listened to inquiries and provided solutions according to need; followed the COVID protocols.
● Communicated with customers to understand their requirements, and provided information about Home Insurance, Vehicle Insurance, Pension Plans, and Personal Accident Insurance.
● Resolved customer complaints as utmost priority
● Answered telephone and provided information required from customers about services and Autopac policies and procedures.
● Tallied the cash in the morning and before closing.
● Explained the features and benefits of the MasterCard to clients.
● Assisted the customers with the application process, while keeping the confidentiality of their information.
Financial and Documentation
● Performed general office support; like scanning, printing, and faxing the documents.
● Maintained and exchanged foreign currency; issued credit cards.
● Prepared salaries, expenses and allowances for all the Branch employees.
● Arranged the monthly branch performance report.
Interpersonal Skills
● Followed directions and complied with policy during shadow training for new employees.
● Answered calls and voicemails from customers and noted down the messages to pass on to the right recipients.
Employment History
Autopac Advisor/Client Service 07 June to 30 June2021 Wyatt Dowling Insurance Winnipeg, Manitoba
Autopac Customer Service Representative March, 2020 Reider Insurance Winnipeg, Manitoba
Sales Associate August-December 2019
Walmart Winnipeg, Manitoba
Assistant Manager September 2013-September 2015
State Bank of India India
Senior Assistant July 1992-September 2013
State Bank of India India
Education and Training
Level 1 Fundamentals of General Insurance 2021
IBAM Winnipeg, Manitoba
Bachelor of Arts
Punjab University India
Achievements
● Three Times “Employee of the Month” at State Bank of India.
● Five Appreciation Letters from the Assistant General Manager State Bank of India.
● Picture in “Chandigarh Circle” Bank magazine for Deposit Mobilization, State Bank of India.