Client Services Professional - Banking & Insurance

ANITA

RELATIONSHIP ASSOCIATE

CONTACT

EDUCATION

Master of Business Administration

University Canada West, Canada

2023

Master of Computer Application

** * *

Bachelor of Science

2011

SKILLS

• Relationship Management

• Sales proficiency

• Administrative Support

• Data Management

• Client confidentiality

• Data Tracking &

Reporting

• Transaction processing

• Critical Thinking

• File Organization

• Adaptability and Flexibility

• Marketing Strategy

• Compliance Handling

• MS Office

+1 - 236 - 622 - 3302

ANITASHEORAN787@GMAIL.

COM

SURREY, BC

https://www.linkedin.com/in/anit

a - sheoran/

PROFESSIONAL OVERVIEW

• Proactive and assertive Banking and Insurance Customer Service Representative with 3+ years of experience.

• Experienced in selling insurance policies, explaining coverage options, and processing claims.

• Proven ability to build strong client relationships and generate qualified leads.

• Met and exceeded sales and service targets consistently in both banking and insurance sectors.

• Thrive in competitive, fast-paced environments while maintaining accuracy and professionalism.

WORK EXPERIENCE

Digital Marketing Associate

Lacombe Pet Clinic Inc, Red Deer

April 2024- Aug 2024

• Developed optimization strategies that raise the company website's search engine ranks and keep up with all the latest techniques.

• To improve the website's SEO ranks for keywords, optimized site metadata, including titles, descriptions, alt tags, headings, and schema.

• Monitored daily performance metrics with SEO tools such as Google Analytics to assess SEO tactics' efficacy.

FC Associate

AMZL Logistics- DS Variable, Burnaby Nov 2022- April 2024

• Provided ongoing customer service and operational support to Amazon drivers, addressing real-time logistics and delivery concerns.

• Managed scheduling for driver shifts, route assignments, and dispatch coordination to ensure on-time performance.

• Maintained accurate records of driver attendance, delivery performance, and incident reports using internal systems. Digital Marketing Associate

Lacombe Pet Clinic Inc, Red Deer

May 2025- Present

• Lead ongoing SEO initiatives to enhance organic search visibility, applying current algorithm updates and industry best practices.

• Improve keyword rankings through continuous optimization of on-page elements, including titles, meta descriptions, headings, image alt text, and schema markup.

• Monitor and analyze daily website performance using tools such as Google Analytics to evaluate effectiveness and refine SEO strategies. CS Associate (TCD)

Amazon Development Centre Pvt. Ltd Aug 2020- Feb 2021

• Responded to customer inquiries via phone and email, ensuring efficient and timely resolutions to delivery-related concerns.

• Handled high volumes of client calls while simultaneously managing chat and email communications, maintaining service quality across all channels.

• Collaborated with internal teams to escalate unresolved issues, ensuring follow-up and customer satisfaction.

• Ensured confidentiality and data integrity while managing customer information and transaction histories.

Relationship Associate

Max Life Insurance / Axis Bank April 2015- Aug 2017

• Acted as the primary liaison between customers and the bank/insurance provider, delivering end-to-end support for banking and insurance products.

• Assisted the front-line sales team with policy generation, KYC documentation, compliance tracking, and after-sales service.

• Educated customers on insurance and financial products, addressing inquiries and guiding them through the application and claims process.

• Supported account opening, premium collection, and fund management processes while ensuring adherence to regulatory requirements.

• Maintained accurate customer records, processed documentation, and monitored the status of pending insurance applications.

• Coordinated between the Axis Bank branch and Max Life Insurance operations for smooth execution of service requests and resolving escalations.

• Contributed to meeting branch sales targets through upselling and cross-selling efforts and nurturing long-term client relationships.

• Trained and mentored a team of 10 on banking products and customer engagement strategies, improving service delivery and team efficiency. SEO Executive

Dream Infosoft Technology July 2014- March 2015

• Conducted keyword research and optimized ads for better performance on search engines and social media, coordinating efforts with internal and external partners as needed.

• Managed content and handled digital promotions across multiple social media platforms.

• Developed and monitored SEO strategies to generate traffic.

• Handled sensitive driver data, ensuring confidentiality and compliance with Amazon’s data policies.

• Utilized handheld devices and tracking software to update delivery statuses and monitor operational metrics.

• Supported workflow improvements by identifying and resolving bottlenecks, contributing to increased delivery efficiency.

• Delivered a consistent and positive experience through efficient support and real-time problem-solving.

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