Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

KIRANPAL KAUR BAJWA

Sacramento,CA

Summary

Hard-working professional with over eight years of experience and a proven knowledge of customer communication and business analysis. Aiming to leverage my diversified skills to successfully fill the full-time role where I can grow and enhance the firm’s value.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Life and Health Insurance Agent

World Financial Group Wfg / Covered California
Sacramento, CA
11.2023 - Current
  • Build and maintain strong client relationships through regular follow-ups, handle inquiries, process orders, schedule appointments, provide ongoing support, address questions and concerns, and review and update policies as clients' needs change
  • Meet with clients to understand their financial goals and insurance needs, conducting thorough assessments to recommend suitable life insurance policies, including term life, whole life, and universal life insurance, explaining their features, benefits, and costs
  • Assist clients with the policy explanation, and claims assistance, with a commitment to delivering outstanding client satisfaction as well as helping beneficiaries with death claims
  • Guide clients through the application process, gather necessary documentation, and communicate with underwriters to ensure timely processing and resolution of any issues
  • Develop and implement marketing strategies, conduct educational seminars and workshops, build a strong network of contacts, and stay updated on industry trends and regulatory requirements through ongoing training and professional development
  • Assist clients in understanding the importance of life insurance and how it fits into their overall financial plan, ensuring they make informed decisions
  • Ensure policy requirements are fulfilled, including completion of necessary medical examinations, collect premiums from policyholders, and keep accurate records of policy plans and transactions

Dispatcher

JSP Trans Link Inc.
Sacramento, CA
06.2022 - 10.2023
  • Call and receive inbound calls regarding dispatch drivers for shipment pickup and deliveries, scheduling accurately to avoid inconsistencies in delivery time
  • Enter data in computer systems and maintain logs and records of calls, activities, and other information
  • Serve as the main communication link between drivers, vendors, clients, and other departments, ensuring clear and effective information exchange
  • Monitor the progress of drivers and their assigned routes to ensure timely deliveries
  • Maintain detailed and up-to-date records of all dispatch activities, including shipments, driver logs, vehicle status, and incidents
  • Handle any issues or conflicts that arise during delivery or pick-up
  • Ensure all dispatch operations comply with transportation regulations, safety standards, and company policies, including driver hours of service and vehicle maintenance requirements
  • Participate in the monthly safety meeting, and practices safety regulation and requirements

Administrative Assistant-Admissions and Records

University of Wisconsin-Milwaukee
Milwaukee, Wisconsin
02.2021 - 05.2022
  • Front counter communication with students, staff, and other individuals to review and process applicable forms or explain information
  • Assist students with registration and admission procedures
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files
  • Developed administrative processes to achieve objectives and improve office efficiency
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence
  • Controlled building access by supplying key cards to employees and visitors
  • Experienced with university Website, Microsoft Word, Outlook, Google apps, Canvas and eservice's

ONLINE AND FRONT-END CUSTOMER ASSISTANT

Reliance fresh
Nagpur, INDIA
09.2018 - 12.2020
  • Operated cash register collected payments and provided accurate change
  • Helped customers find specific products, answered questions and offered product advice
  • Worked closely with front-end staff to assist customers
  • Processed all sales transactions promptly to prevent long customer wait times
  • Oversaw the work of cashiers to identify strengths and weaknesses in customer service, payment processing or merchandising plans and maximize performance
  • Resolved customer complaints and escalated worsening concerns for remediation

TEAM LEADER IN FRESH DEPARTMENT

Reliance fresh
Nagpur, INDIA
01.2015 - 08.2018
  • Managed different fresh food departments by performing multiple duties
  • Delegating tasks to the team members and working along with them to attain the goals
  • Handling food in deli, bakery and filling the stock for fresh convenience department
  • Managing the rosters for the team members and payroll duties
  • Assisting and motivating team members to enhance their working style to increase productivity
  • Work in fast paced environment by doing multitasking such as handling admin tasks and perform duties in various departments
  • Able to do promo screens, stock management and stock-take for different departments
  • Handling orders and providing customers with a good knowledge about the deli products and goods
  • Providing customers with friendly & efficient service
  • Adherence to Safety, Health& Environment Policy & System
  • Operating the till using SAP software
  • Managing and delivering quality service in Deli, Meat and Bakery

Education

Master of Science - Information Technology Management

University of Wisconsin Milwaukee
05-2022

Bachelor of Business Administration - Finance

University of Rashtrasant Tukadoji Maharaj Nagpur, India
03-2018

Skills

  • Document management
  • Appointment setting
  • Advance excels
  • Basic HTML, CSS, JAVASCRIPT,REACT
  • Call handling
  • Attention to detail and accuracy
  • Customer assistance
  • POS systems
  • Critical thinking and problem solving
  • Multitasking
  • Time management
  • Customer Relationship Management
  • Excellent Communication and Interpersonal Skills

Certification

Licensed Insurance Agent

Life and Health Insurance License, State of California, LIC NO. 4341939

Languages

  • English
  • Punjabi
  • Hindi
  • Urdu

References

  • SUKHMANI SHERGILL, Chief Executive Officer (Life Insurance+ Health Insurance), +1 (510)-672-7082
  • JAGDEEP SINGH PADDA, Business Owner/ Entrepreneurs, +1 (510)-512-4525

Timeline

Life and Health Insurance Agent

World Financial Group Wfg / Covered California
11.2023 - Current

Dispatcher

JSP Trans Link Inc.
06.2022 - 10.2023

Administrative Assistant-Admissions and Records

University of Wisconsin-Milwaukee
02.2021 - 05.2022

ONLINE AND FRONT-END CUSTOMER ASSISTANT

Reliance fresh
09.2018 - 12.2020

TEAM LEADER IN FRESH DEPARTMENT

Reliance fresh
01.2015 - 08.2018

Master of Science - Information Technology Management

University of Wisconsin Milwaukee

Bachelor of Business Administration - Finance

University of Rashtrasant Tukadoji Maharaj Nagpur, India

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KIRANPAL KAUR BAJWA