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Service Representative Data Entry

Location:
Edmonton, AB, Canada
Posted:
June 11, 2023

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Resume:

NEETI TALWAR

# **** *** ** ** ********, Alberta, # 780-***-**** adxnic@r.postjobfree.com

https://www.linkedin.com/in/neeti-talwar167737188

PROFILE SUMMARY

Energetic professional keen to help businesses grow through value-based conversations and remarkable customer experience. A motivated self-starter with 10+ years of experience in Marketing & Customer Service, across Advertising, Retail, Banking, Finance and Insurance Domains.

RELEVANT SKILLS

●Outstanding Written and verbal communication with broad range of customer service skills

●Strong organizational, problem solving and decision-making skills

●Ability to stay focused in a challenging environment and maintain professional approach

●Leadership and proven ability to work individually as well as in a team

●Creating a trusting environment that fosters sales and customer retention

●Testing new sales strategies, techniques and processes while providing feedback

●Actively engaging in training and professional development

●Attention to detail when processing administrative responsibilities to duties are completed accurately

●Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

WORK HISTORY

Online Loan Associate Mar 2022- Oct 2022

Cashco Financials, Edmonton

●Ensure client concerns are resolved and escalated as necessary.

●Consistently striving that the customer receives exceptional service.

●Review and understand various reporting statements

●Promoting the business by developing professional relationships with client, promoting marketing material and doing daily reports.

●Adherence to all corporate policies and procedures

●Ensure all regulatory requirements and diligence in reporting by AML and other provincial specific legislation is being followed

●Ensure all client information is kept strictly confidential and in accordance with Cashco Financial privacy policies.

●Maintain exceptional inbound and outbound phone skills to communicate products and services with new and existing clients.

●Performing recovery calls of accounts that are delinquent.

●Ensure accurate data entry when completing loan application is accurate.

Administrative and Sales Assistant Sep 2021 – Mar 2022

Onkar Insurance, Edmonton

●Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals

●Sell new policies/write new business to existing or new clients, retain existing book of business

●Quote new business through outbound call initiatives, introductory letters and receiving walk-in clients

●Contact Underwriters and adjusters to discuss guidelines and policy

●Prepare documentation for insurers, completing applications for clients, issue insurance certificates, process changes and review renewals

●Keep current on underwriting rules and workflow processes

●Participate in community marketing initiatives and perform other office tasks as needed

●Actively participate in training initiatives

●Maintain organized filing systems physical and electronic

Sales Associate Oct 2019 - Sep 2021

Winners (TJX Canada), Edmonton

●Greeting customers in a friendly manner; and demonstrate a high degree of customer service

●Answer questions regarding merchandise items, prices and brands and provide information on promotions

●Understanding TJX Canada policies and procedures, events, and store locations

●Processing of daily shipments, organization, and set-up of the warehouse area

●Ensuring all merchandise is received, processed and merchandise presentation standards are maintained

●Processing all refunds, exchanges, and purchases in accordance with company guidelines

●Assisting with Fitting Room duties including ensuring counter area is clean, organized and has the proper supplies in place and assisting customer inquiries

Client Service Representative Jun 2020 - Oct 2020

BMO Bank, Edmonton

●Welcome and support customer requests for banking services, including handling transactions and supporting customers who walk into the branch

●Offer advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO

●Support operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities)

●Execute routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements

●Organize work information to ensure accuracy and completeness

●Take the initiative to find creative approaches that make each customer’s experience feel personal

●Look for ways to contribute to the ongoing improvement of the overall branch customer experience

Senior Marketing and Advertising Consultant Sep 2008 – Mar 2018

BDS Advertisers, India

●Responsibility of handling the advertising accounts of clients by providing outstanding and comfortable service

●Develop sales orders, promotional packages and outreach service presentations

●Analyzing the market trends by tracking completion on regular basis.

●Meeting the clients and agencies and suggest them on advertising and plan for receiving optional response.

●Communicate with clients about rates, changes and corrections and address to the enquiries and questions in the time with accuracy.

●Help in media planning and sponsorship management for advertising campaigns

ACHIEVEMENTS

●Increased business revenue from 30% to 60% within six months by participated in Marketing and Advertising consultancy. Planned and conducted training for 200 employees through conference and user trainings

EDUCATION

Master of Business Administration Jun 2006 - Jun 2008

Maharshi Dayanand Saraswati University, India

Bachelor of Arts Apr 2003 - Apr 2006

Guru Nanak Dev University, Amritsar, Punjab, India

IFSE – Completed Level 1 Oct 2021

HONORS AND AWARDS

●Merit holder in Guru Nanak Dev University in the year 2005 in English

●Topper in Commercial Arts in the university for three consecutive years from 2003-2006

COMMUNITY VOLUNTEER EXPERIENCE

Energy Mentor 2019 – 2020

Kambo Energy, Edmonton

●Help in media planning and sponsorship management for energy campaigns

●Conduct workshops with community groups and represent Empower Me in community events

●Maintain accurate records through data entry and record keeping

●Promote the Empower Me program and report on relevant experiences working as an Energy Mentor

Volunteer Teaching Assistant 2015-2017

Cambridge Junior School, India

●Enhanced student academic and social growth by using varied teaching strategies. Taught students from various linguistic and cultural backgrounds. Provided free education to less privilege sections of the society



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