Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Abhishek Bansal

Surrey

Summary

Dynamic Insurance Advisor with a proven track record at Westland Insurance, achieving a personal closing rate exceeding 70%. Skilled in consultative sales and client retention, I excel in building relationships and upselling insurance products. My proactive problem-solving approach ensures exceptional service and client satisfaction, driving business growth and loyalty.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Advisor- Road Agent

Westland Insurance
11.2022 - Current
  • Efficiently processed Autoplan transactions—including renewals, cancellations, and transfers—accurately and quickly at various fast-paced dealerships.
  • Consistently maintained a personal closing rate of over 70% each month in selling Private Replacement Coverage, significantly contributing to the team's high overall closing performance.
  • Established long-lasting relationships with clients through proactive communication and exceptional service.
  • Highest record of creating leads for personal lines by cross-selling.

Insurance Broker - Personal Lines

Pacific Coast Insurance Brokers
11.2021 - 10.2022
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Streamlined the insurance application process, resulting in faster approvals and increased efficiency.

Food Supervisor

Wendys Restaurant
05.2019 - 07.2021
  • Enhanced customer satisfaction with timely and accurate food preparation, attentive service, and proactive problem resolution.
  • Improved food safety standards by implementing thorough training programs and regular inspections.
  • Kept costs under control by managing portions and minimizing food waste caused by overcooking.
  • Assessed staffing requirements regularly to ensure proper coverage during peak periods without compromising service quality or exceeding labor cost budgets.

Customer Service Representative Team Lead

Walmart
09.2017 - 04.2019
  • Provided ongoing support to team members through mentoring, coaching, and skill development sessions.
  • Boosted morale within the team by organizing engaging team-building activities and encouraging open communication among peers.
  • Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
  • Conducted regular performance evaluations, setting clear expectations and providing constructive feedback to support professional growth.

Education

Diploma in Business Management - Accounting

Langara College
Vancouver
04-2019

Skills

  • Customer service
  • Client retention
  • Upselling
  • Policy renewals
  • Consultative Sales Approach
  • Problem-Solving
  • Team player

Accomplishments

Received multiple certificates of recognition from Optiom Insurance for being one of the top sellers for Replacement Coverage


Frequently recognized by the company Vice President via email for dedication and consistent efforts in maintaining strong sales performance

Languages

English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Certification

Level 2 General Insurance License

Timeline

Insurance Advisor- Road Agent

Westland Insurance
11.2022 - Current

Insurance Broker - Personal Lines

Pacific Coast Insurance Brokers
11.2021 - 10.2022

Food Supervisor

Wendys Restaurant
05.2019 - 07.2021

Customer Service Representative Team Lead

Walmart
09.2017 - 04.2019

Diploma in Business Management - Accounting

Langara College

Similar Profiles

CREATE PROFILE
Abhishek Bansal