BP

Open to opportunities

Bhavna Pal

@bhavnapal

Customer service and accounting support professional who delivers accurate, customer-first results and continuous improvement.

What I'm looking for

I’m looking for a challenging role where I can use my customer service, accounting, and communication strengths to support daily operations, ensure accurate records and compliance, and keep growing professionally.

I’m a motivated, detail-oriented professional with a strong customer focus and a background supporting day-to-day operations. In my Customer Service Representative role, I strengthened customer confidence through attentive listening and tailored feedback.

I also bring experience in branch operations within the insurance industry, where I processed new policies and claims documentation. I analyzed customer information to assess risk, determined eligibility, and communicated policy updates and account status.

Earlier in my career, I worked as an Account Assistant supporting a CA firm. I prepared financial records, calculated taxes, prepared returns, and followed up on overdue payments while keeping accurate documentation.

I bring excellent verbal and written communication, time management, and multitasking skills, along with proficiency in Microsoft Office. I’m seeking a reputable organization where I can contribute to success and continuously grow both personally and professionally.

Experience

Work history, roles, and key accomplishments

WA

Customer Service Representative

Oct 2019 - Sep 2025 (5 years 11 months)

Supported daily operations and customer service initiatives by assisting customers in person and over the phone with inquiries, concerns, and purchases. Created and maintained visually appealing merchandise displays and built customer confidence through attentive listening and tailored feedback.

Customer Service Customer Relationship Management Phone Support Time Management Multitasking Problem Solving Communication

EI

Branch Operations Executive

Edelweiss Tokio Life Insurance

Jul 2013 - Dec 2013 (5 months)

Processed new insurance policies and claims documentation while reviewing customer information to assess risk and determine eligibility. Communicated policy updates and verified application details for accuracy and compliance.

Claims Documentation Risk Assessment Eligibility & Compliance Customer Communications Data Verification

SA

Account Assistant

Saraswati Accountants

Mar 2012 - Jun 2013 (1 year 3 months)

Prepared and maintained financial records, statements, and reports, including calculating taxes and preparing returns in compliance with reporting regulations. Followed up on overdue payments through professional email/phone outreach and processed invoices and supporting documentation for accuracy.

Bookkeeping Financial Reporting Tax Preparation Invoice Processing & Compliance Record keeping

Education

Degrees, certifications, and relevant coursework

PS

Peel College of Professional Studies

Diploma in Office Administrative Assistant, Office Administration

Pursuing a Diploma in Office Administrative Assistant at Peel College of Professional Studies.

IT

Institute of Management Technology

Post Graduate Diploma in Management, Management (Finance)

Completed a Post Graduate Diploma in Management with a focus on Finance.

DU

Delhi University

Bachelor of Commerce, Commerce

Earned a Bachelor of Commerce degree from Delhi University.

Tech stack

Software and tools used professionally

Tokio

Objective

Attentive

Interested in hiring Bhavna?

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