Customer Service Life Insurance
Resume:
Kinjal Patel
Medicine Hat, T1A3N7
Email: ******@***********.**
EXPERIENCE AND SPECIALIZED SKILLS
Accounting Skills
Account Receivable, Account payable, Banking, Payroll
General Entries, GST Return, EFT, Bank Reconcile, Monthly Remittances
Financial Statement, P/L Statements, Balance Statement
Yearend Entries, T4/T5
Management Skills
Provided initial and ongoing training
Ordered products as needed
Supervised and managed staff
Accounting and Bookkeeping
Operate day to day business
Customer Service Skills
Greet and Meet Client
Demonstrated a positive and friendly attitude
Demonstrated honesty in dealing with the public
Modeled a strong work ethic for staff members
EMPLOYMENT HISTORY
City Of Medicine Hat — Facility Worker
January 2019 - Continue
Working with Seniors Citizens, Receives and Answering phone calls, Explaining Seniors about Membership and benefits, Prepare Deposit, Preparing for Events
City Of Medicine Hat — Operations Support Assistant (Relief Position)
November 2019 – March 2020
Prepare Work Order, Purchase Requisitions, Low value Purchase order and Open Purchase Order, Creating Sales Reports, Verifying Daily Deposit and Bar Deposit, Reconcile Monthly Theater, Box Offices and Bar Accounts
Mac’s Convenience Store — Manager /Owner
September 2011 - October 2018
Running Daily Business, Cash Management, Managing
Schedule, Hiring and Training Employee, AR/AP, Payroll, GST Return,
Customer Service and Upselling, Ordering Product
Max New York life Insurance Ltd. India —Financial Advisor
February 2005 - August 2007
Financial Planning, Stock Investment, Life insurance and after sale service
EDUCATION
Lethbridge College, Lethbridge — Business Accounting
September 2009 - May 2011
Business Finance, Accounting, Marketing, Business Law
Sardar Patel University, India —Bachelor in Accounting
August 2001 - March 2004
Accounting and Auditing, Marketing, Statistics and Business Law
LICENSE AND CERTIFICATION
Life Insurance Agent, 2004 - 2009
Max New York Life insurance
India
Canadian Securities course
Financial advisor (Preparing)
SKILLS
QuickBooks and Simply Accounting
Customer Service and Upselling.
Microsoft Office
Supervise and Management.
Motivated and Professional
AWARDS
Top performer of southern Alberta with mac’s convenience store.
Best up seller of lotto with Mac’s Convenience store.
Top franchisor with Quiznos in southern Alberta region
Best Seller of SIP (Systematic Investment Plan) with Max
New york Life Insurance Ltd.
LANGUAGES
English, Punjabi, Hindi and Gujarati
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