Sarbjot Kaur

Recent Honours Bachelor of Science graduate with over two years of experience supporting financial and insurance operations in regulated environments. Experienced in financial record validation, payment processing, data reconciliation, documentation review, reporting, and stakeholder communication while managing high-volume workloads and strict deadlines.

Advanced

Excel user with strong analytical, organizational, and problem-solving skills, recognized for maintaining accuracy, identifying discrepancies, and supporting process improvements in fast-paced financial services teams.

Claims Assistant I at Intact Insurance (2023-05 – 2025-10)

• Reviewed high-volume financial and claim records to identify discrepancies, missing information, and data inconsistencies, improving processing accuracy and reducing delays.
• Processed claim payments, reviewed supporting invoices and financial documentation, and validated transactions while maintaining compliance with internal controls and regulatory procedures.
• Performed detailed reconciliation of Statements of Loss by researching values and verifying supporting documentation to ensure accurate financial assessments.
• Coordinated with adjusters, vendors, and internal stakeholders to obtain required documentation and resolve outstanding file issues within established service timelines.
• Maintained accurate electronic claim records, monitored file status, and organized supporting documentation to support reporting and audit readiness.
• Supported First Notice of Loss (FNOL) operations by reviewing incoming claim information, directing files appropriately, and responding to client and payment inquiries through phone and email.
• Utilized Excel, Xactimate, and XactAnalysis to review documentation, validate information, analyze data, and support operational reporting.
• Managed competing priorities in a high-volume environment while consistently meeting strict deadlines and quality standards.

Customer Service Representative at Desjardins Insurance – Amandeep Bajwa Agency (2021-05 – 2022-12)

• Maintained and verified client account information and policy records with a high level of accuracy.
• Processed policy updates, changes, and transactions while ensuring compliance with company procedures.
• Investigated client inquiries and resolved issues by collaborating with internal teams.
• Managed high-volume inbound communications while delivering professional customer service and meeting performance targets.

Math and English Tutor at Kumon (2020-06 – 2020-09)

• Supported students in math and English through individualized instruction and structured learning plans.
• Tracked student progress and maintained accurate records to monitor performance and improvement.
• Adapted communication and problem-solving approaches based on individual learning needs.

Honours Bachelor of Science in Psychology – York University (2021-09 – 2025-10)