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• Keeping up with changes in the insurance market• Collecting insurance premiums and processing payments

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