Manpreet Shergill

Licensed RIBO Level 1 Insurance Broker with over 6 years of experience in customer service, administrative operations, and team supervision across Insurance, healthcare, and logistics sectors. Strong background in handling client inquiries, managing policy renewals, and processing accurate documentation. Skilled at assessing client’s needs to recommend the right health and life insurance products. Expertise in managing high-volume phone calls and digital support while building long-term trust.

Insurance Advisor at Punjab Insurance Inc. (2023-10 – Present)

• Execute structured needs analysis to match clients with optimal life and health insurance options.
• Process policy documentation, renewals, amendments, and claims support for clients.
• Maintain accurate client records and profiles in insurance databases.

Customer Service Representative (Administration) at Catcher Logistics Inc. (2019-10 – 2023-09)

• Handled high-volume phone calls, ensuring accuracy in documentation and timely resolution of issues.
• Coordinated administrative operations across departments to support smooth workflow
• Managed all financial functions including AP/AR, and reconciliations using QuickBooks and Excel.

Pharmacy Assistant at Walmart (2017-12 – 2019-04)

• Provided prescription support under pharmacist supervision, including data entry and patient service.
• Maintained inventory and assisted with insurance processing.
• Managed phone inquiries and ensured a clean, organized environment.

Customer Experience Associate at Walmart (2017-09 – 2017-11)

• Handled customer complaints, returns, and product inquiries with professionalism.
• Assisted in-store navigation and checkout processes to ensure a positive experience.

Lecturer- Obstetrical and Gynecological Nursing at Amar Professional College of Nursing (2015-11 – 2017-02)

• Deliver academic lectures and practical instruction in nursing fundamentals and obstetrics.
• Evaluated student performance and provided feedback and academic support.
• Maintained comprehensive academic and attendance records.

Clinical Instructor at Saraswati College of Nursing (2012-09 – 2013-10)

• Supervise nursing students in clinical settings with a strict focus on patient safety.
• Coordinated clinical rotations and assessments aligned with course outcomes.
• Documented student performance and ensured compliance with healthcare protocols.

RIBO Level-1 - Insurance Institute of Canada. (2026)

LLQP Life, A&S - Durham College -Oshawa, ON (2023)

Standard First Aid & CPR Level C, VIVIMED- Brampton, ON (2025)

Master of Science in Nursing – Silver Oaks College (2015)

Bachelor of Science in Nursing – Sigma Nursing Training Institute (2012)