Jasmine Kaur
Westmead,Australia
Summary
An enthusiastic and detail-oriented Customer Service professional with demonstrated expertise in financial services, currently working at Russell Investments. Brings a strong foundation in business and accounting, complemented by hands-on experience in stakeholder communication, CRM systems, and team mentorship. Adapt at thriving in fast-paced, compliance-driven environments while maintaining high standards of accuracy, client satisfaction, and data integrity.
Energetic and empathetic individual with knack for effective communication and problem-solving. Possesses fundamental understanding of customer service principles and adept at utilizing digital tools and software. Committed to fostering positive customer experiences and resolving inquiries efficiently.
Overview
4
4
years of professional experience
Work History
Customer Service Officer (Insurance Claims)
MUFG
09.2023 - Current
- The first point of customer contact is interacting with the clients/members and delivering an experience aligned to Fund rules and regulations and delivering outstanding experience by providing excellent customer service and engaging in with member's needs via inbound, outbound calls, sending emails, following up on benefit cases and lodging NOCs for Death, TPD and Income protection claims.
- Guiding members with information relating to their superannuation accounts, products, services, and transactional information.
- Anticipate member needs and take ownership for investigating complex member enquiries.
- Communicated with customers through phone calls, online chats and emails to assess customer needs and provide solutions.
- Maintained excellent team relationships by helping colleagues during complicated or difficult customer calls.
- Facilitated customer service training sessions for new staff, promoting a culture of excellence and continuous improvement.
- Monitored customer service team operations carefully and worked well with colleagues to meet team communication targets.
- Organized and updated customer records, ensuring data accuracy and confidentiality.
Customer trainer and member
McDonalds
01.2022 - 01.2024
- Directly interacting with customers to cater to their requirements and preferences and handling transactions.
- Maintaining safety and quality standards and practices
- Training new staff
- Brewing coffee, producing meals and handling money
- Worked alongside junior employees to improve performance, food safety and customer service.
- Instructed new team members on correct procedures for all areas of operations.
- Greeted incoming customers with a positive attitude and friendly service.
- Processed customer orders and payments using POS software.
Shift Manager
Mad toppings
11.2022 - 09.2023
- Order taking, cash handling and customer handling.
- Handling food safety and paperwork related to council inspections and more.
- Food preparation
- Tracked daily expenses and income, assessing against targets to ensure business met performance standards.
- Followed security procedures to reconcile tills and complete banking.
- Delegated tasks effectively amongst large teams, ensuring continued success against daily KPI targets.
- Mentored and supported new employees to maximize team performance.
Research and Development Project Intern
Personal eyes
07.2022 - 10.2022
- I had the role of Project Team Leader and had responsibility for organizing and applying the principles of accounting and management to the project.
- Managed communication with the client about the design of the project and stakeholder management.
- Learned the ethics of accountability, deliverables, project scope, project proposal, budgeting, and desired outcome.
- Assisted in organizing and attending industry conferences, enhancing professional networks and staying abreast of scientific developments.
- Monitored industry trends and technological advancements to recommend areas for research focus and investment.
- Participated in internal training sessions to enhance technical skills and understanding of market trends affecting R and D strategies.
Education
Graduate Diploma - Early Childhood Education
Southern cross university
01.2025
Bachelor of Business - Accounting
Melbourne Institute of technology
01.2023
Skills
- Complaint management
- Salesforce
- Salesforce CRM
- Case investigating
- Multidisciplinary teamwork
- Record maintenance
- Customer Service
- Data confidentiality
- Staff training and mentorship
- Email correspondence
- Resilience under pressure
- Advanced excel
- Microsoft outlook
- Microsoft word
LANGUAGES
English: Proficient
Punjabi: Proficient
Hindi: Proficient
Timeline
Customer Service Officer (Insurance Claims)
MUFG
09.2023 - Current
Shift Manager
Mad toppings
11.2022 - 09.2023
Research and Development Project Intern
Personal eyes
07.2022 - 10.2022
Customer trainer and member
McDonalds
01.2022 - 01.2024
Bachelor of Business - Accounting
Melbourne Institute of technology
Graduate Diploma - Early Childhood Education
Southern cross university
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