Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adnan Rahman

Calgary,AB

Summary

Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Advisor

RBC
Toronto, ON
01.2020 - Current
  • Evaluate business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Demonstrate consistent, positive client experience with every conversation resolving clients concerns
  • Apply critical thinking during client interactions in order to identify and analyze various kinds of home and auto risk
  • Cross-sale other insurance products & services to clients
  • Attend 25-30 calls per day on average and provide exceptional customer service
  • Prepare insurance claim forms and related documents as well as review for completeness
  • Process and record new policies and claims
  • Carry out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Provide quotes and promoted products for building, contents and vehicle insurance.

Security Officer

Paragon security
Toronto, ON
10.2017 - 12.2019

• Provided outstanding and personalized customer service as front-line representative of Paragon Security

  • Gathered information, identified and implemented resolution, planned follow-up and logged and filed incident report to successfully manage complaints.

• Enforced property rules and regulations in order to maintain security and safety of clients and their assets

• Monitored CCTV and card access systems as well as assisted facility bookings

• Ensured that safety and emergency protocols are completed in response to Fire Alarms and other Site Emergencies

• Maintained safe working environment and followed health and safety procedures of the facility

Education

Bachelor of Arts - Economics

York University
Toronto, ON
04.2019

Diploma - Applied Accounting

Anglia Ruskin University
United Kingdom
12.2013

Skills

  • MS Office
  • Data management skills
  • Problem solving and analytical skills
  • Strong organizational and time management skills, ability to set priorities, meet deadlines and work as team member
  • Good understanding of privacy and confidentiality
  • Interpersonal skills and ability to communicate effectively, both verbally and in writing
  • Excellent customer service Skill
  • Salesforce
  • Tableau

Certification

OTL Certification 2020
Completed CE courses at RBC 2022
• Licensed for home and auto insurance in Ontario, Alberta, Nova Scotia, New Brunswick, PEI, NFL
• PAC Level 1 Certification (RBC)

RBC-Power of Advice (certificate of Excellence)

Timeline

Insurance Advisor

RBC
01.2020 - Current

Security Officer

Paragon security
10.2017 - 12.2019

Bachelor of Arts - Economics

York University

Diploma - Applied Accounting

Anglia Ruskin University
Adnan Rahman