Company Description:

 
EDWIN MATHEW
3 INVERGORDON AVENUE, ON M1S 2Y7
+1 437-774-1521
edwinmathewv@gmail.com
linkedin./in/edwin-mathew
 
 
 
Professional Summary
Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment. Taking pride in collaborating with all levels of staff and management professionally.
Work History
RBC Insurance
Insurance Advisor
September 2021 – Present
·       Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
·       Explained features, advantages and disadvantages of various policies to promote insurance sales.
·      Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
·       Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
·       Demonstrate a solid understanding of regulatory risk when writing and updating new business policies
·       Perform front-line underwriting of Home and Auto policies
 
TD Insurance
Insurance Advisor
Markham, Ontario
March 2021- May 2021
 
 
Gatestone Inc.
Technical Service Representative
Toronto, Ontario
October 2020- March 2021
·       Provide knowledgeable technical support and troubleshooting guidance pertaining to network, Internet, cable, digital phone, and computer issues.
·       Communicate electronically and by phone with customers experiencing technical difficulties to determine and document problems experienced
·       Diagnose and resolve technical problems encountered by customers.
·       Consult internal software, tools and guides, to research customer issues and implement solutions.
·       Document customer records with log of problems and solutions for use by other Technical Support Representatives.
·       Deliver exceptional customer experience while staying within our support scope guidelines.
·       Educate customers in realizing the full benefit of the client’s products and services and look for opportunities to improve our business and elevate customer experiences.
·       Promote and sell the features, advantages, and benefits of client products and services to our customers.
·       Employ time management and multi-tasking skills to maintain high service levels.
·       Thoroughly document customer interactions and escalate potential service issues.
·       Identify opportunities to improve customer service levels.
·       Provide feedback to leadership teams to improve environment
·       Various other duties as needed.
 
 
Financial Service Representative
Toronto, Ontario
May 2020- September 2020
·       Negotiating, planning and assisting consumers with correct payment resolutions on one or multiple credit card accounts including Consumer and Business accounts.
·       Researching and answering questions regarding account status; assisting as personal financial advisor over the phone and ownership of fiduciary responsibility for the client.
·       Continually delivering positive and difficult messages, personalizing each call, while multi-tasking and navigating through multiple pages and accurately documenting each consumer’s situation.
·       Informing consumers of outstanding balances while attempting to collect payments, reviewing and verifying consumer account information.
·       Performing financial assessments on consumer and business accounts and then placing them in the appropriate program for debt repayment.
·       Conducting payment transactions electronically and negotiating payment arrangements for consumers on their accounts within FDCPA guidelines and thereafter documenting them.
·       Providing timely, efficient, courteous and respectful customer service by trying to provide apt solution to problem or escalating them to the appropriate department.
·       Manage all clients’ queries on financial issues, administer effective resolution of all customer complaints.
·       Follow up on delinquent accounts and forward irreconcilable accounts for collector action.
 
 
 
 
A&W food services                       
Supervisor
Toronto, ON
September 2018 - September 2020
 
·       Oversaw employees and store functions on a day-to day basis.
·       Addressed customer complaints and issues in professional manner.
·       Reviewed files, records and other documents to obtain business
information and key data in order to respond to development requests.
·       Count the cash and submit the cash & supporting documentation to the Cash Collection Point Supervisor at the end of their shift.
·       Conducted inventory analysis to determine optimal stock levels.
·       Trained team members in successful strategies to meet operational and sales targets.
 
Manoj & Associates Tax Practitioners
Accounts Assistant
Kerala, India
July 2016 - 30th August 2017
 
  • Efficiently prepare and complete set of financial statements as well as manage accounts, preparing tax payments and running employee payroll.
  • Offer complete end-to-end accounting support from the corporate ledger to the source sub-ledgers.
  • Monitored, verified, and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
  • Properly tracked income and expenses of the business while organizing and maintained the book of accounts and bank accounts.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all of our clients both businesses and individuals.
  • Reviewed client’s tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
 
Accomplishments
Demonstrating great communication skills in various customer experience (product qualifications and quality failures). Contributed to the ongoing improvement of customer service. Effective correspondence with customers to ensure enhances customer care experience.
 
 
 
  
Skills
·    Customer relations
·    Excellent attention to details and organizational skills
·    Decision Making
·    Strong Interpersonal skills
·    Adaptability
·    Data Entry
·    File/records maintenance
·    Relationship management experience
CRM
Tools
·    MS Office Excel, Word and Outlook
·    SharePoint
·    ERP
·    Salesforce.com
·    Tableau
·    Policy Center
force.com and Power BI
Education
2018-2019
Centennial College, ON
Post Graduate Diploma: Global Business Management
2013-2016
Nagpur University, India
Bachelor of Arts
 

Licencing
OTL
 
 
 
 
 
      
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Company Info
RBC Financial Group
3 Invergordon Avenue
Scarborough, ON, Canada

Phone: 4377741521
Web Site



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