Shellina Wali Email & Phone Number

North York

• Gathered information from clients, assessing their insurance needs and risk profile
• Foresaw clients’ insurance needs, such as policy renewals
• Advised clients on risk management and helped to devise new ways to mitigate risks
• Ensuring clients understand the terms and extent of the coverage provided
• Renewing and amending existing policies
• Winning accounts against competitors

Concord

• Provided accurate, quality and caring service in an efficient manner
• Traced missing pharmaceutical orders
• Audited and analyzed numerous carrier invoices
• Assisted with training and development of new CSRs
• Performed clerical duties with emphasis on faxing and filing
• Organized PowerPoint presentations for the purpose of keeping management updated on ongoing tasks

Toronto

• Handled customers inbound calls on a daily basis
• Processed cheque orders for various financial institutions
• Ensured a smooth daily operation in the customer service department
• Initiated necessary adjustments on customer accounts
• Handled a large volume of credit card orders for customers

Toronto

• Handled customers inbound calls on a daily basis
• Processed cheque orders for various financial institutions
• Ensured a smooth daily operation in the customer service department
• Initiated necessary adjustments on customer accounts
• Handled a large volume of credit card orders for customers

Toronto

• Handled customers inbound calls on a daily basis (average 100-200 calls per day)
• Answered inquiries and provided customers with stock information
• Exchanged stocks in customers Retirement Savings Accounts
• Processed withdrawals and provided customers with penalty informationToronto, ON June 2004 – Jan. 2006
• Allocated funds from Employers Retirement Account to Independent Retirement Account
• Interacted with all departments accordingly with regards to clients needs