Skip to main content
Preet Anota

Preet Anota

Insurance Advisor/Customer Service

Talent
KheraMember since April 16, 2026
Customer ServiceTechnical SupportWorking with numbersStatistical SkillsRatio AnalysisCharts, Graph, Reports, and DiagramsGeneral Ledger AccountLeadershipAnalytical Decision-MakingCoordination & Co-operationDelegationCreativityMicrosoft OfficeTypingProfessional Accounting SoftwareBPCSSAPERP SystemTime ManagementProblem SolvingPrioritizingMultitaskingStrategic ThinkingSchedulingConflict Management and resolutionActive listeningRoot canalLaser fillings
·

Hire this person

Send a job offer directly to this candidate

Customer ServiceTechnical SupportWorking with numbersStatistical SkillsRatio Analysis

About

To engage in a career that will allow for progress in terms of expertise, socio-economic development, and innovation through exposure to new ideas for professional growth, as well as growth of the company.

Experience

Insurance Advisor/Customer Service - Insurance Company

  • Provide personalized assistance to clients seeking auto and home insurance coverage
  • Explain policy options, features, and benefits in clear and simple terms to help clients make informed decisions
  • Generate and present insurance quotes based on client information and company underwriting guidelines
  • Support clients with new applications, renewals and policy changes while ensuring accuracy and compliance
  • Handle inbound and outbound calls in a professional manner to address questions, concerns and service requests
  • Maintain detailed client records and documentation in the company's CRM system
  • Collaborate with senior advisors and underwriters to ensure smooth processing of applications and claims
  • Promote additional coverage options to meet customer needs and achieve individual and team sales goals
  • Stay updated on company products, promotions, and regulatory changes in the insurance industry
  • Adhere to all attendance and work schedule

Customer Service - MCI - General Motors - Sydney

Handling inbound and outbound calls in Sydney call center

  • Active listening, Informative, help people in getting the services activated with emergency

Student Assistant - Cape Breton University

  • Provide orientation and support to students with orientation, class changes and program choices
  • Observe and monitor behaviours and support the implementation of behaviour strategies
  • Maintain appropriate documentation and ensure confidentiality at all times
  • Provide support throughout campus in various forms
  • Assist with event planning and coordination
  • Handle incoming calls and emails

Customer Service Representative - Concentrix

(2019-01 - 2020-12)

Rogers Communication customer service

  • Ongoing innovation and cutting edge technologies
  • Provides customer engagement and technology services to clients
  • Handle all billing calls from Rogers and sell the products
  • Active listening and technical approach

Dentist - Chhina Dental Clinic

(2013-01 - 2015-12)

Dentist - Guptal Dental Clinic

(2015-01 - 2018-12)

  • Performs root canal and laser fillings

Education

Bachelor - Public Health and Sciences - Cape Breton University (2019-01 - 2021-01)

Master's - Dentistry (2013-01 - 2015-12)

B.D.S. - Dental Sciences and Research (2008-01 - 2013-12)

Skills

Insurance Advisor/Customer Service

Reviews

Related