Summary
Overview
Work History
Education
Skills
References
Timeline
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Kinjal Shah

Summary

Dedicated Customer Service professional and passionate about delivering the best. With 10+ years of experience in jewellery insurance, I bring a thorough understanding of customer behaviour, administrative duties and organizational skills. I am ethical, trustworthy, responsible, and accountable to deliver high degree of job devotion with a positive outlook towards work and life.

Overview

14
14
years of professional experience

Work History

Customer Service Sales Administrator

Q Report Jewellery Insurance
07.2012 - 04.2023
  • Handled customer inquiries and provide complete product knowledge with online quotes.
  • Answered constant flow of customer calls and respond with quick followups.
  • Updated account information to maintain customer records.
  • Provided all relevant information relating our insurance product and set up policies in a timely manner.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Processed customer payments to maintain up to date accounts and keep our customer policies active.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Communicated with jewellers to obtain details for customer's policy.
  • Accurately checked policy details before sending documents to clients.
  • Maintained accurate and timely information with Q Portal database.
  • Oversee and action any policy changes to accurately track and provide status updates to the manager.
  • Worked towards achieving agreed upon KPIs.
  • Provided the benefits and procedures of the financing options with IQumulate Edge to retain customers.
  • Proactively established and maintained effective working relationships with all support and sales staff, jewellers and IQumulate staff.
  • Participated in ongoing and timely completion of Chubb compliance training via Safetrac.

Medical Office Assistant

Dr Gordon's Room- Psychotherapist
07.2012 - 08.2014
  • Adhered to strict guidelines to protect patient privacy.
  • Answered telephone calls to offer office information, answer questions, and direct calls to the doctor.
  • Provided prompt, polite and professional in-person and telephone customer service.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Prepared patient charts by gathering and organizing medical records ahead of appointments.
  • Registered patients and completed associated paperwork for accurate records.
  • Performed various administrative tasks by filing, copying and faxing documents.
  • Scheduled patient appointments in doctor's calendar and followed up with reminder phone calls.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Used MYOB to maintain patient records, preparing invoices and maintaining accounts.
  • Maintained and updated AHPRA documents for the doctor.
  • Other ad-hoc administrative and reception duties.

Customer Team Member

WorldShiner Pty Ltd
11.2008 - 02.2011
  • Handled calls promptly and with courteous professionalism.
  • Processed diamond orders, service requests and applied information to customers.
  • Liaised with other sister offices to process import, export orders for month end statements.
  • Updated account information to maintain customer records.
  • Performed banking tasks for accounts receivable and payable.
  • Delivered goods to customers in a timely manner.
  • Other ad-hoc duties as required by the team.

Education

Certificate III in Business Administration

TAFE Institute
Sydney
12.2011

Post Graduate Diploma in Business And Retail

Welingkar Institute of Management
Mumbai- India
06.2008

Masters in Commerce

University of Mumbai
07.2006

Bachelor of Management Studies

University of Mumbai
12.2004

Skills

  • Interpersonal skills
  • Excellent customer service
  • Communication skills
  • High attention to detail
  • Problem solving ability
  • Office administration
  • MS Office
  • CRM portal knowledge

References

Available upon request

Timeline

Customer Service Sales Administrator

Q Report Jewellery Insurance
07.2012 - 04.2023

Medical Office Assistant

Dr Gordon's Room- Psychotherapist
07.2012 - 08.2014

Customer Team Member

WorldShiner Pty Ltd
11.2008 - 02.2011

Certificate III in Business Administration

TAFE Institute

Post Graduate Diploma in Business And Retail

Welingkar Institute of Management

Masters in Commerce

University of Mumbai

Bachelor of Management Studies

University of Mumbai
Kinjal Shah