Jeffrey Christopher Gerald
Bangalore
Summary
Dynamic and results-oriented professional with extensive experience in data management and customer service, notably at Canada Life. Excelled in process optimization and team collaboration, enhancing efficiency and customer satisfaction. Skilled in advanced MS Office and problem-solving, I have a proven track record of handling sensitive data and streamlining procedures for improved outcomes.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Processing Representative
Canada Life
Bangalore
04.2024 - Current
- Computed, recorded and proofread data or reports.
- Prepared documents such as invoices, bills of sale, contracts, purchase orders.
- Processing of Cash Withdrawals.
•Handling Member and Member plan maintainable on GPAS.
•Handling basic related inquiries.
•Produce option packages.
•Terminated and Retired Members.
•Proving Nextstep to the member/customer who has an active plan.
•Terminated the member who is not interested in plan.
•Managed sensitive customer data with utmost discretion, adhering to strict privacy and security protocols.
•Promoted a positive work environment by actively participating in team meetings and sharing best practices with colleagues.
Streamlined process for increased efficiency by reviewing and updating retirement plan procedures.
Customer Service Representative
OSB India Pvt Ltd
Bangalore
11.2022 - 03.2024
- Processed transfers, check cashing, deposits, and withdrawals, ensuring accuracy and compliance with company policies.
- Conducted meetings with new bank customers, effectively explaining services and product features to enhance customer understanding.
- Collected customer information and input data into the system while maintaining confidentiality.
- Initiated phone calls to current bank customers, addressing account changes and providing suggested solutions, contributing to increased customer satisfaction.
- Successfully managed major escalation of customer complaints, resolving issues promptly and ensuring customer retention.
- Responded to daily customer inquiries, complaints, and comments, determining corrective actions in a high-call volume department.
- Implemented effective solutions to optimize processes and improve overall department efficiency.
Education
Bachelor of Commerce - Logistics & Supply Chain Management
Kristu Jayanti Autonomous College
Bangalore / IndiaSkills
- Customer Service
- Exceptional communication
- Data Management
- Problem Solving
- Process Optimization
Team Collaboration: Collaborated effectively with team members to achieve common goals
Software Proficiency:
- Advanced MS Office,
- Operating Systems: Windows 10 &11
- Applications: Editing on Adobe
- Internet & Email/Outlook
- Apure
- Jira
- AWD
- Mail handling
- Problem-solving
- Workflow coordination
Certification
- Have completed business analyst course and certification
Accomplishments
- Best employee of the month.
- Processed multiple record with zero errors.
Languages
English
Tamil
Kannada
Malayalam
Timeline
Customer Processing Representative
Canada Life
04.2024 - Current
Customer Service Representative
OSB India Pvt Ltd
11.2022 - 03.2024
Bachelor of Commerce - Logistics & Supply Chain Management
Kristu Jayanti Autonomous College
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