Kawaljit Walia

** ********* ***** ******

R*R *X* Winnipeg MB

Email: ads4in@r.postjobfree.com

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.

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