Bhargavi Trivedi
Licensed Insurance Advisor @Co-operators
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WORK HISTORY
Licensed Insurance Advisor @Co-operators
Brampton, ON, CA
As a Licensed Insurance Advisor – Other than Life, I manage a broad range of home, auto and commercial insurance services, ensuring seamless client experience from initial inquiry to policy renewal. I utilize Salesforce and Genesis to handle case management, respond to client queries, and track policy updates efficiently. My responsibilities include daily billing operations, petty cash handling, and the transfer of receipts and payments to both clients and banks. My daily routine involves opening and closing cases, addressing complex insurance inquiries, and facilitating the smooth onboarding of new clients.
EDUCATION
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce - BCom, hrm
Georgian College
Postgraduate Degree, Human Resources Management and Services
ABOUT BHARGAVI TRIVEDI
Results-driven Accounting Professional with 3+ years of experience in full-cycle accounting, audit support, and financial reporting across dynamic business environments. Proven track record in streamlining operations, managing vendor relations, and delivering actionable financial insights. Adept at coordinating audits, preparing monthly and year-end reports, and ensuring compliance with accounting standards. Skilled in Excel and committed to continuous learning, with hands-on experience in client communication, budgeting, and process automation to enhance efficiency and accuracy.
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