Bhavikkumar Patel

Bhavikkumar Patel Email and Phone Number

Customer Relations Specialist - Tech Support @ Canada Life Assurance Company @ Canada Life
toronto, ontario, canada
Bhavikkumar Patel's Location
Toronto, Ontario, Canada, Canada
About Bhavikkumar Patel

I am a Quality Engineer with a postgraduate degree in Quality Engineering Management from Lambton College and a bachelor's degree in Mechanical Engineering from Gujarat Technological University. I have experience in customer service, IT, and insurance, where I applied my skills in CRM, communication, and problem solving.In my most recent role as a Licensed Insurance Advisor at RBC, I provided service and guidance to clients according to the underwriting manual, made quotes and bound policies for home and auto insurance, and cross-sold life insurance products. I used various CRM software such as Salesforce and Workspace and Guidwire, and maintained the privacy and confidentiality of client information. I also built rapport with clients, offered various discounts and coverages, and advised them on the importance of life insurance. I enjoyed working with a diverse and supportive team, and I was motivated by the opportunity to help clients protect their assets and loved ones. I am eager to learn new skills and technologies, and to contribute to the quality and success of your organization.

Bhavikkumar Patel's Current Company Details
Canada Life

Canada Life

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Customer Relations Specialist - Tech Support @ Canada Life Assurance Company
toronto, ontario, canada
Website:
canadalife.com
Employees:
9057
Bhavikkumar Patel Work Experience Details
  • Canada Life
    Customer Service Specialist - Tech Support
    Canada Life Aug 2023 - Present
    Toronto, Ontario, Canada
    Working as an inbound and outbound customer relationship specialist in Public Service Health CarePlan (PSHCP) department and served to public service members related to various inquiries about theirbenefits plans.➢ Authenticate members to confirm authorized caller, safeguard personal data and prevent fraudulentactivities.➢ Received training in various departments such as Positive Enrolment, Tech Support and Drug, andassisted members effectively.➢ Communicate professionally with members, acknowledge their problems and after researching fromdatabase, provide best solution.➢ Solve multiple technical problems such as account linking issues, sign in errors, technical issues duringonline claim, etc. and help to complete positive enrolment, registration to MYCLAW account andnavigation to various parts of the website and mobile application.➢ Assist members related to drugs coverage under benefits plan, apply for prior authorization request fordrugs, claim handling and re-assessment,➢ Professionally greet all members and welcome them at the beginning of the call as per company’sstandard guidelines.➢ Provide promised callback upon receiving solution of complex problems from knowledge centerdepartment.➢ Used various software such as Cisco Finesse, Salesforce, BEN Mainframe, SAP, MS Teams and manymore to conduct various activities and, make work smooth and effective.➢ Possessing a ‘protect B’ certificate and able to maintain privacy and confidentiality of data anddocuments.
  • Gardaworld
    Concierge
    Gardaworld Jul 2019 - Aug 2023
    Toronto, Ontario, Canada
    ➢Performed desk duties, provided access control and helped residents with various inquiries.➢Received phone calls from residents and provided appropriate answers or solutions quickly and precisely.➢Provided excellent customer service to the residence and troubleshoot various types of problems.➢Behaved as a mediator between management and resident, solving common problems by contacting contractors after approval of the management.➢Accepted packages from delivery companies, entered data in CRM software, notified and dispatched upon resident’s request
  • Npower Canada
    Junior It Analyst
    Npower Canada Sep 2022 - Dec 2022
    Toronto, Ontario, Canada
    • Configure device operating systems including Windows and Linux, while configuring disk partitions and filesystems• Troubleshoot and problem solve core service and support challenges while applying best practices for documentation,change management, and scripting• Support basic TI infrastructure and networking, including DNS and DHCP, applying standard protocols with TCP/OPcommunications• Configure and support PC and loT device hardware• Manage an organization's computers and users using Directory Services, Active Directory, and OpenLDAP• Learn how to lay the foundations for successful Agile projects using methodologies and tools such as Scrum, Kanban • Develop a complete understanding of the Agile project management lifecycle, key techniques and deliverables
  • Rbc
    Licensed Insurance Advisor
    Rbc Sep 2021 - Jan 2022
    Work From Home
    ➢ Received calls from clients, authenticated, understood problem of clients and provided service and guidance according to underwriting manual.➢ Made quote for home and auto for new and existing clients, bound the policies.➢ Used various CRM softwares such as Salesforce and Workspace and Guidwire. ➢ Greeted clients as per organization’s protocol and offered various discounts and coverages for Homeand Auto policy to make sure they are fully covered.➢ Dealt with client’s accounts, maintained privacy and confidentiality of their information.➢ Generated agent – client relationship, built rapport with clients, advised about importance of Life insurance and offered to connect Life Insurance Advisor for cross sale.➢ Documented calls and changes made in the policy for future reference
  • Vodafone Idea Limited
    Customer Service Representative
    Vodafone Idea Limited Jul 2016 - Aug 2017
    Ahmedabad, Gujarat, India
    ➢ During technical difficulty, solved issue of the computer by help of technical support team.➢ Offered combine discount on multiple services and promoted cross-selling. ➢ Provided various discounts and offers to the customers to keep connected with the company.➢ Received calls from the customers, acknowledge their problems about service and provided appropriatesolution in courteous manner.➢ Recorded information related to problems generated to the customers for quality purpose.➢ Sent various promotional offer’s messages to the valuable customers as per order by manager

Bhavikkumar Patel Education Details

Frequently Asked Questions about Bhavikkumar Patel

What company does Bhavikkumar Patel work for?

Bhavikkumar Patel works for Canada Life

What is Bhavikkumar Patel's role at the current company?

Bhavikkumar Patel's current role is Customer Relations Specialist - Tech Support @ Canada Life Assurance Company.

What schools did Bhavikkumar Patel attend?

Bhavikkumar Patel attended Lambton College, Gujarat Technological University.

Who are Bhavikkumar Patel's colleagues?

Bhavikkumar Patel's colleagues are Dale Hoshooley, Sangyun Kim, Laurie Hickey, Jenn Creador, Damon Muma, Cathy Weaver, Aimée Petrea Chiripuci.

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