Satbir Atwal Email & Phone Number

Burnaby, British Columbia, Canada

Burnaby, British Columbia, Canada

Vancouver, Canada Area

- Prepared and reviewed coverage related documentation for internal and external use- Developed, maintained and updated all product underwriting guidelines, procedures, and product support materials- Was a subject matter expert on company insurance product portfolio, including interpretation and exception handling- Provided underwriting support to senior management- Was a key partner liaison responsible for fostering strong business relationship- Assessed training needs and deliver internal and external training materials- Facilitated training sessions/open forums for internal staff- Developed and amended product business rules and procedures- Assisted with the development, updating and proofreading of policy wordings, endorsements, distribution guides, rate cards, medical health questionnaires, medical and definition guides, sale tools and any other product support material for new and existing products- Developed and maintained internal and competitive coverage and rate summaries as required

Richmond Bc

- Promoted to Senior Customer Service Representative (Licensed Insurance Advisor)- Assisted the team with customer service related questions - Provided training, assistance, and guidance to new team members on how to provide a better customer experience- Handled inbound customer service calls and answered all claims related questions- Provided excellent customer service to ensure customer satisfaction- Sold travel insurance products to customers and answered any questions related to their coverage- Worked with Claims Examiners to obtain relevant information required by the customer/medical providers regarding the claim

Richmond Bc

- Answered and forwarded all phone calls- Welcomed incoming visitors and direct them to the right department- Booked meetings- Arranged courier pick ups- Kept the reception area tidy and professional- Answering and forwarding phone calls.- Screening phone calls- Data entry when required- Sorting and distributing mail