Aarsh Jajal
Insurance Agent
Kelowna,BC
Summary
Driven professional with robust background in branch management, bringing valuable experience in team leadership and operational oversight. Known for fostering collaborative environment and achieving set targets. Adaptable to evolving needs and skilled in strategic planning and customer service. "Challenge Accepted!" is my answer to life's odd balls.
Overview
5
5
Years of Industry Experience
Work History
Branch Leader
Acera Insurance
06.2023 - Current
- Led branch team to successfully execute yearly business plans by implementing strategic initiatives
- Implemented strategic initiatives to drive sales growth and increase market share within the branch's territory
- Managed hiring, development, and performance management of team members
- Conducted regular performance evaluations and provided coaching and feedback to team members to optimize productivity and achieve KPIs
- Monitored and reviewed key branch reports including Account Receivables, Monthly Production, and Retention reports
- Developed expertise in Personal Property Insurance (Home, Condo, Tenants) and managed a branch book of business
- Provided client support for Auto Insurance, covering vehicles, trailers, ATV, boats, and RVs
- Collaborated with cross-functional teams to develop and execute marketing campaigns and promotions, resulting in increased brand awareness and customer engagement
Road Client Advisor
Acera Insurance
07.2021 - 06.2023
- Provided comprehensive assistance to clients in registering and insuring various vehicles, such as cars, trucks, motorcycles, off-road vehicles, travel trailers, motorhomes, and commercial trailers at dealerships in Kelowna, BC
- Oversaw a book of business, handling renewals, changes, and cancellations of clients' insurance policies
- Assisted the Commercial Auto Department with a range of office tasks as required
Auto Insurnace Agent
Sussex Insurance
12.2019 - 07.2021
- Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
- Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
- Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
- Performed administrative tasks such as batching and auditing transactions, bank deposits, and cash handling.
- Assisted in training new hires and onboarding new team members.
Expert Mobilist (Cellphone Sales)
The Mobile Shop
02.2019 - 12.2019
- Sold mobile phones, extended warranties, and upsold accessories to customers.
- Assisted manager with cash handling, bank deposits, and financial tasks.
- Monitored and updated store pricing for cellphones and plans across various network providers.
- Trained new hires and ensured teams were informed about upcoming phone releases and technology trends
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Mobile Specialist (Cellphone Sales)
Best Buy
10.2017 - 01.2019
- Sold mobile phones, extended warranties, and accessories to customers.
- Assisted other departments in selling a wide range of electronics products across the store.
- Provided support to the warehouse team with incoming inventory and merchandising when needed.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Listened to customer needs and desires to identify and recommend optimal products.
Education
Accounting Technician Diploma - Accounting
12.2018
Bachelor of Commerce - Accounting
04.2016
Skills
- LEADERSHIP: Team Building, Decision-making, Time-management, Problem Solving
- CUSTOMER SERVICE: Product knowledge, Personalized Solutions, Conflict Resolution, Patience
- PERFORMANCE MANAGEMENT: Goal Setting, Task Delegation, Deadlines management
- TECHNICAL: Applied Epic (CRM), Applied Rating Services, Intercom (CSP), Microsoft Office
References
- Umang Patel, Digi3 Investments.
306-471-4567, Email: digi3investments@gmail.com
- Dhyey Dixit, CLEAResult Canada.
778-883-2066, Email: dhyeyndixit@gmail.com
Timeline
Branch Leader - Acera Insurance
06.2023 - Current
Road Client Advisor - Acera Insurance
07.2021 - 06.2023
Auto Insurnace Agent - Sussex Insurance
12.2019 - 07.2021
Expert Mobilist (Cellphone Sales) - The Mobile Shop
02.2019 - 12.2019
Mobile Specialist (Cellphone Sales) - Best Buy
10.2017 - 01.2019
Gujarat University - Bachelor of Commerce, Accounting
Thompson Rivers University - Accounting Technician Diploma, Accounting
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