Aashima Nayyar
Edmonton
Summary
Diligent Insurance Advisor experienced in advising clients on insurance products. Delivered tailored insurance solutions that enhanced client satisfaction and fostered enduring relationships. Focused on continuous growth and contributing to organizational objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
RBC Insurance
Canada
03.2025 - 03.2026
- Advised clients on insurance products, ensuring alignment with individual needs and goals.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Conducted comprehensive policy reviews to identify coverage gaps and recommend solutions.
- Interviewed prospective clients to assess existing coverage and gather data on financial resources and property conditions, facilitating tailored insurance solutions.
- Developed and maintained strong client relationships, enhancing customer retention rates.
- Streamlined claims processing procedures, resulting in faster response times and increased client satisfaction.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Analyzed market trends to inform product offerings, enhancing competitiveness in the insurance market.
- Implemented technology solutions to enhance efficiency in client communication and service delivery.
- Dedicated time to engage with each customer, ensuring their questions were thoroughly addressed., verbally reviewing, and explaining documents for client comprehension.
- Mentored junior advisors, fostering a collaborative learning environment and skill development.
- Led training sessions on new insurance regulations, ensuring compliance across the team.
- Reported policy changes and company conditions affecting customer satisfaction.
Banking Advisor
Royal Bank of Canada
Canada
04.2022 - 03.2025
- Assisted clients in opening and closing various account types, ensuring smooth transitions and client satisfaction.
- Process customer cash deposits and withdrawals, cheques, transfers, bills, credit card payments, certified cheques, and other banking-related transactions.
- Answered customer inquiries about interest rates, service charges, and account histories, while ensuring compliance with disclosure requirements and privacy policies.
- Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and privacy policies.
- Address customer inquiries regarding Online Banking such as reset their online banking password, unlocking their accounts, and helping them setting their personal verification questions.
- Address customer inquiries regarding account access limits in decreasing or increasing their electronic access limit for point of sales transactions, e-transfers, and ATM withdrawals.
- Setting pre-authorized payments for customer, adding, or deleting payee from accounts, confirming if the cards are successfully activated and assists customer in identifying any suspicious activity on their account and transferring the call to risk/fraud department.
- Set pre-authorized payments for customers and updated payee information on accounts.
- Complete special procedures for customers such as ordering new cheques, stopping payments or investigating identity theft.
Customer Service Associate
Accenture (Meta Concierge Support)
Canada
01.2022 - 04.2022
- Listen attentively to advertisers' needs to ensure a positive customer experience.
- Listen attentively to advertisers needs to ensure a positive customer experience.
- Answer advertisers' complaints with creating advertisements on Facebook and Instagram with quick solutions.
- Handled challenging situations with composure and patience during advertiser interactions. in case of difficult advertising situations.
- Maintain composure and patience in case of difficult advertising situations.
- Assisted advertisers with personal and business accounts for advertising issues through screen sharing and various tools including Blue Jeans, Ads Manager, and Facebook Business settings.
- Provided advertisers accurate and appropriate information regarding how to create Ads and boost their posts on Facebook and Instagram.
- Supported advertisers with Facebook and Instagram personal accounts and with their business accounts for advertising issues by doing screen-sharing and using various tools like Blue Jeans, Ad’s manager, Facebook Business settings and other Facebook, and Instagram internal tools.
- Assisted advertisers with disapproved ads and disabled accounts on Facebook and Instagram.
Advisor II, Technical Support
Concentrix - Avalon Project
Canada
01.2021 - 10.2021
- Diagnose and resolve technical issues involving internet connectivity, email, application downloads, hardware issues and software issues.
- Gather customer/product information and determine the issue by analyzing the symptoms.
- Interact with customers in response to inquiries, concerns, and requests about IOS and MAC+ products and services.
- Research using available resources, including Knowledge base, Answers in motion.
- Multitasked between customer calls and case notes logging. between customer calls and logging of case notes.
- Consistently maintained professionalism and courtesy in customer interactions. and courtesy with customers.
- Maintained stable performance under pressure, effectively managing time-sensitive and escalated customer calls.
- Established high performance standards for self in training and tasks. of performance for self, assuming responsibility and accountability for successfully completing self-guided training and all other tasks.
- Probed and analyzed customer issues using computer systems and databases, troubleshooting devices over the phone to ensure timely resolution and customer satisfaction.
VR Technical Support
Concentrix - Oculus Project
Canada
09.2019 - 01.2021
- Responsible for ensuring customer satisfaction by handling questions related to the Oculus products via email.
- Escalated help desk tickets to Level 2 support for complex issues.
- Achieved a user satisfaction rating of 4.7/5.0 by consistently logged and monitored ticket status to ensure fast quality resolution of every issue.
- Resolved requests related to the order and payment forms of the Oculus applications, games and devices.
- Engaged in activities to improve customer satisfaction and business performance.
- Utilized Knowledge base to effectively resolve issues and process digital refunds for Oculus games, enhancing customer satisfaction.
- Achieved a user satisfaction rating of 4.7/5.0 by consistently logging and monitoring ticket status to ensure fast quality resolution of every issue.
- Guided customers through complex order and payment issues with patience, using personalized macros to streamline solutions and improve user experience.
- Tracked help desk performance metrics to ensure efficient ticket resolution. by performing well in the help desk tickets by providing correct email responses to the customers and achieved 100% on audits done by QE.
- Participated in activities designed to improve customer satisfaction and business performance.
Customer Service Associate
Dollarama
Canada
05.2018 - 09.2020
- Provide customer service by greeting an assisting customer and responding to customer enquiries and complaints.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Trained new associates on cash register operations including opening, conducting customer transactions and balancing drawers.
- Created and maintained documentation, including user guides, training materials, and problem resolution techniques to support business operations.
- Provided support to team members by helping with various tasks and responsibilities., in handling cash registers, organizing inventory room, labeling products, unloading merchandise and cleaning up.
- Provide customer service by greeting and assisting customer and responding to customer enquiries and complaints.
- Maintained accurate and attractive merchandise displays, ensuring strategic placement of products in order to maximize purchases.
- Demonstrated knowledge of merchandise, handled all cash pertaining to bank deposits and in-store promotions.
- Participate in the evaluation of new technologies to identify opportunities for service compatibility.
- Managed Point of Sale systems to process customer transactions accurately. accurately and efficiently.
- Create and maintain detailed documentation including design, documents, user guides, problem resolution techniques, training materials, impacts and strategy documents.
Customer Service Representative
Taco Bell
Canada
01.2019 - 08.2019
- Anticipated and fulfilled guest needs, clarifying special orders to enhance dining experiences.
- Ensured customer satisfaction through accessible and friendly service.
- Frequently assisted colleagues during rush periods to foster / promote teamwork while providing exceptional service and guest dining experience.
- Managed inventory effectively to maintain adequate supply of napkins, utensils, and POS paper rolls.
- Perfected menu presentation skills, providing customers a holistic understanding of the restaurant offerings, leading to 15% increase in sales.
- Focused on inventory management to ensure that the restaurant never ran out of napkins, utensils, or POS paper rolls.
- Followed food safety procedures according to company policies and health and sanitation regulations.
Office Assistant
Fine Hosiery Factory
India
03.2016 - 04.2017
- Organized office files and records to ensure compliance with internal procedures.
- Provided clear communication and exceptional customer service to visitors.
- Entered data into internal computer management system and answered incoming phone calls.
- Addressed client inquiries in person and via email to ensure timely support.
- Arranged conference rooms and facilities for meetings.
Education
Post-Graduate Diploma - Business Management
Lambton College
Toronto01-2019
Bachelor of Business Administration (BBA) - undefined
Khalsa College for Women
India05-2017
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Access), Risk assessment, cash handling, Banking tools expertise, Written/Verbal Communication, Organizational & Analytical Skills, Client relationship management, Sales reporting, Strategic Planning, Teamwork, Customer Service, upselling, Time management, Insurance technology, Insurance technology, Issue resolution, Client consultations
- Strategic Planning
- Written/Verbal Communication
- Organizational & Analytical Skills
- Client relationship management
- Customer Service
- upselling
- Issue resolution
- Time management
- Teamwork
- Policy modifications
- Policy assessment
Certification
- OTL Licensing
- An Other Than Life license is a license to practice as a general insurance agent in Ontario. As the name implies, this allows to act as an insurance agent selling all types of insurance other than life insurance style products.
- An overview of basics of insurance with explanations for Home and Automobile insurance.
Timeline
Licensed Insurance Advisor
RBC Insurance
03.2025 - 03.2026
Banking Advisor
Royal Bank of Canada
04.2022 - 03.2025
Customer Service Associate
Accenture (Meta Concierge Support)
01.2022 - 04.2022
Advisor II, Technical Support
Concentrix - Avalon Project
01.2021 - 10.2021
VR Technical Support
Concentrix - Oculus Project
09.2019 - 01.2021
Customer Service Representative
Taco Bell
01.2019 - 08.2019
Customer Service Associate
Dollarama
05.2018 - 09.2020
Office Assistant
Fine Hosiery Factory
03.2016 - 04.2017
Bachelor of Business Administration (BBA) - undefined
Khalsa College for Women
Post-Graduate Diploma - Business Management
Lambton College