Gurpreet Bola

To obtain a challenging career where my skills and abilities allow me to grow as an integral member of an effective team

National Catastrophe Claims Analyst - TD Insurance - Markham, ON

(2024-02)

• Handle residential, auto and total loss auto claims.
• Conduct claim investigations which include taking phone statements, coordinating services with service providers, consulting with contractors and vendors, etc.
• Evaluate liability, salvage and subrogation exposure and potential.
• Review and analyze losses to ensure files meet the guideline criteria and determine proper kind of loss.
• Maintain adequate reserves based on exposure and authority level.

Claims Advisor - TD Insurance - Etobicoke, ON

(2018-10 - 2024-02)

• Prioritize and manage own workload to meet SLA requirements for service and productivity.
• Identify, suggest and actively participate in process improvement opportunities.
• Provide customer service and support for motor vehicle claims.
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions / activities as necessary.
• Contribute to business objectives for Operational Excellence
• Support the timely and accurate completion of business processes and procedures.

Small Business Account Compliance officer - TD Financial Group - Mississauga, Ontario

(2015-10 - 2018-10)

• Review new small business accounts and signing authority changes for accuracy and completion of AML/KYC/KYB information required to adhere to AML/KYC/KYB compliance, inclusive of internal and external legal documentation and provincial requirements
• Contribute to the achievement of satisfactory audits by understanding & following audits and process guidelines. Identify areas of risk and escalate as necessary.
• Demonstrate a consultative approach in providing best practice information and guidance to internal departments and other lines of business
• Proactively offer solutions to our servicing partners and branches
• Ensure all required processing and enquiries are fulfilled meeting service level agreements.
• Complete assigned tasks accurately and within establish standard
• Demonstrate flexibility by adapting to change within business area and unit.

Service Operation Officer - TD Insurance - Etobicoke, Ontario

(2012-11 - 2015-10)

• Accurately filed and retrieved client information using Client Tracking System
• Answered and directed telephone calls to appropriate departments
• Ordered Motor vehicle records
• Conducted calculation of motor vehicle policies
• Investigations about clients qualifies group rates
• Answered client's questions and conducted orientations to familiarize with client's material

Inbound Sales / Customer Service - One Contact Inc. - Scarborough, Ontario

(2009-09 - 2012-11)

• Received customer calls and offered services
• Set up accounts, answered questions and utilized computer software to locate information for customers
• Ownership when clients experienced a problem and took the appropriate steps to resolve the problems
• Carefully listened to client's responses and dealt tactfully with difficult / irate customers
• Marketed company products and services by informing customers of the benefits and savings
• Assisted clients in finding products that would meet their needs
• Achieve departmental sales targets through up selling/cross selling. products and services

Diploma - Business Administration - Everest College (2009)

OSSD - North Albion Collegiate Institute (2007)