Agnes Maliekkal
Coquitlam
Summary
Dedicated Insurance Advisor with 3+ years of experience in Personal Lines, now actively transitioning into Commercial Insurance. Proven ability to assess risk, evaluate policies, and build strong client relationships. Skilled in policy advising, risk assessment, and business coverage solutions, with a growing understanding of commercial insurance structures and risk management. Passionate about expanding expertise in business insurance and helping clients navigate risk effectively. Eager to transition into Commercial Insurance, leveraging my risk assessment and client advising expertise to deliver effective business insurance solutions.
Overview
6
6
years of professional experience
Work History
Insurance Advisor – Personal Lines & Business Risk
Waypoint Insurance
06.2024 - Current
- Provided personalized insurance solutions by assessing client risk and coverage needs.
- Collaborated with brokers and commercial insurance teams to recommend appropriate policy options.
- Assisted in policy reviews and coverage assessments, ensuring clients received tailored solutions.
- Developing expertise in commercial insurance fundamentals, including business risk exposure and policy structures through industry research and collaboration with brokers.
- Improved workflow efficiency in Applied EPIC, reducing turnaround times by 20%.
Insurance Specialist – Risk & Policy Solutions
Intact Insurance
03.2022 - 06.2024
- Managed a portfolio of personal insurance clients, providing customized coverage solutions.
- Partnered with brokers & commercial teams to assess and implement risk-based recommendations.
- Assisted in claims handling and policy compliance, ensuring policy accuracy.
- Developed an interest in Commercial Insurance, researching business insurance solutions to expand industry expertise.
- Trained and mentored new team members in risk assessment and client advising.
Front-End Supervisor
Root Cellar Green Grocer
06.2021 - 12.2021
- Led a team of 10+ staff, optimizing operations and improving customer experience.
- Designed and delivered training programs, increasing team productivity by 15%.
- Managed cash operations, compliance, and daily reporting.
Customer Service Associate
Walmart
09.2019 - 06.2021
- Provided tailored customer support and resolved inquiries promptly, enhancing client loyalty.
- Assisted in onboarding and training new associates, emphasizing service excellence.
Education
Chartered Insurance Professional (CIP) Courses - CIP Courses
Insurance Institute of Canada
Vancouver, BC12-2025
License Certificate in General Insurance - Insurance
Insurance Council of BC
Vancouver04-2022
Post Degree Diploma - Human Resources Management And Leadership
Camosun College
Victoria04-2021
Bachelor of Arts - Economics
Mahatma Gandhi University
Kerala, India05-2018
Skills
- Risk Assessment & Policy Evaluation
- Commercial Insurance Fundamentals
- Client Relationship Management
- Business Risk Awareness & Coverage Advising
- Applied EPIC & Market Portals Expertise
- Claims Coordination & Policy Review
- Data-Driven Decision Making
- Strong Analytical & Problem-Solving Skills
Technical Skills
- Applied EPIC & Insurance Market Portals
- Microsoft Excel & PowerPoint
- CRM Software & Data Management
- Risk Analysis & Reporting
Accomplishments
- Successfully maintained a 95%+ client retention rate through effective risk assessment and personalized policy recommendations.
- Spearheaded risk analysis improvements, reducing policy turnaround times by 20% and enhancing coverage accuracy.
- Recognized for identifying risk exposure gaps and ensuring client protection through tailored solutions.
Languages
English
Native or Bilingual
Hindi
Limited Working
Italian
Limited Working
Interests
- Voice Actor (2015-2019) – Delivered engaging voiceovers for short films & documentaries, showcasing creativity and communication skills
- Content Creator (2019-2021) – Produced promotional content for MammaMia, demonstrating adaptability and strategic thinking
Timeline
Insurance Advisor – Personal Lines & Business Risk
Waypoint Insurance
06.2024 - Current
Insurance Specialist – Risk & Policy Solutions
Intact Insurance
03.2022 - 06.2024
Front-End Supervisor
Root Cellar Green Grocer
06.2021 - 12.2021
Customer Service Associate
Walmart
09.2019 - 06.2021
Chartered Insurance Professional (CIP) Courses - CIP Courses
Insurance Institute of Canada
License Certificate in General Insurance - Insurance
Insurance Council of BC
Post Degree Diploma - Human Resources Management And Leadership
Camosun College
Bachelor of Arts - Economics
Mahatma Gandhi University
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