AEKAS SINGH KOHLI
Calgary,AB
Summary
Goal-oriented sales and insurance professional specializing in customer advisory and financial products. Expertise in exceeding sales targets and fostering long-term client relationships while delivering clear guidance on insurance solutions. Skilled in application assistance, product education, and account management through various communication channels. Actively pursuing General Level 1 Insurance License.
Overview
2
2
years of professional experience
Work History
Team Leader - Sales Operations
Neo Financial
Calgary, Canada
11.2025 - Current
- Consistently exceeded monthly sales targets by 25% through proactive customer engagement and consultative sales strategies.
- Led and coached team of sales representatives to enhance customer acquisition and drive product sales.
- Recognized by management for excellent leadership, strong employee retention, and improved customer acquisition performance.
- Organized training sessions for new employees on operational procedures.
Insurance and Risk Analyst (Actuarial)
CIGNA Corporation
Mumbai, India
01.2025 - 10.2025
- Reviewed insurance applications, policy documents, and change requests for completeness and accuracy to streamline underwriting review process.
- Collaborated with claims adjusters and underwriters to investigate files and validate coverage, supporting informed settlement decisions.
- Automated generation of analytical reports in SAS reducing claim evaluation time by 30%, to enhance efficiency and decision-making.
Business Analyst Intern
Franklin Templeton Investments
Calgary, Canada
07.2024 - 09.2024
- Analyzed business processes to identify improvement areas, resulting in actionable recommendations for increased efficiency.
- Conducted market research and competitive analysis, uncovering opportunities that informed strategic decisions in the asset management industry.
- Analyzed investor demographics, identifying that the majority of Franklin's investor base was aged 40+, contrary to industry trends.
Education
Bachelor of Science - Actuarial Science (Insurance - Risk Management)
University of Calgary
Calgary, AB12-2024
Skills
- Customer acquisition
- Insurance renewals
- Policy management
- Risk assessment
- Inquiry resolution
- Microsoft Excel and Office Suite
- SQL and R programming
- Tableau data visualization
Licensing And Exams
- General Level 1 Insurance License, In Progress (PNC Learning)
- SOA Exam - P (Probability)
- SOA Exam - FM (Financial Mathematics)
Timeline
Team Leader - Sales Operations
Neo Financial
11.2025 - Current
Insurance and Risk Analyst (Actuarial)
CIGNA Corporation
01.2025 - 10.2025
Business Analyst Intern
Franklin Templeton Investments
07.2024 - 09.2024
Bachelor of Science - Actuarial Science (Insurance - Risk Management)
University of Calgary