Summary
Overview
Work History
Education
Skills
Certification
Languages
Certifications and Licenses
Timeline
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Ahmad Asad

Cambridge,ON

Summary

Dedicated and results-driven professional with extensive experience in insurance brokerage, finance management, and team leadership. Proven ability to enhance operational efficiency, drive sales, and foster positive workplace culture. Exceptional analytical, problem-solving, and communication skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Broker

HUB International
06.2024 - Current
  • Managed escalations, ensuring compliance with SLAs and maintaining high customer satisfaction
  • Monitored performance metrics, addressing operational challenges to optimize sales and service delivery
  • Conducted quality assessments and contributed to employee engagement activities
  • Identified and implemented process improvements to enhance efficiency
  • Supported business decision-making with strategic thinking and problem-solving skills.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.

Insurance Advisor

TD Insurance
07.2021 - 09.2023
  • Provided high-level service to clients and explained policy coverage
  • Identified potential fraud and compliance risks, recommending actions.
  • Offered endorsements and explained policy coverage during portfolio review
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.

Finance Manager

401 Auto
02.2021 - 07.2021
  • Achieved sales targets by promoting extended products and securing optimal interest rates for clients
  • Maintained lender partnerships and ensured accuracy in credit applications
  • Analyzed credit reports and facilitated seamless turnovers.
  • Reviewed documentation and identified financial discrepancies where applicable.

Team Leader

Percepta 'Ford of Canada'
08.2018 - 03.2021
  • Managed business reviews and strategic assessments of team performance
  • Facilitated onboarding, training, and coaching of new hires
  • Collaborated with HR on interviews and IT on project launches
  • Conducted calibration sessions to maintain high customer satisfaction.
  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.

Team Leader

S&P Data LLC
09.2015 - 10.2017
  • Managed daily job allocations and workloads, optimizing team productivity
  • Analyzed team performance metrics and conducted quarterly performance reviews
  • Facilitated training sessions, enhancing team skills and knowledge.

Team Leader

Single Point
10.2017 - 07.2018
  • Onboarded and trained new team members, providing personalized coaching
  • Monitored team performance, utilizing data-driven insights to drive improvement
  • Led team meetings to communicate client-driven changes effectively.

Education

CompTIA Network+

Udemy
12.2024

No Degree - CCNA - Routing And Switching

Netplus College
Toronto, ON
01.2015

High School Diploma -

Punjab Group of Colleges
08.2013

Skills

Underwriting knowledge

Workload Management

Quality Assurance

Shift & Retail Management

Training & Team Management

Sales & Time Management

Microsoft Office

Claims Handling

Certification

  • OMVIC
  • General Insurance Level 2
  • RIBO License

Languages

English
Native or Bilingual
Urdu
Native or Bilingual
Punjabi
Full Professional
Hindi
Professional Working

Certifications and Licenses

OMVIC
General Insurance Level 2
RIBO License, June 2024 - Present

Timeline

Insurance Broker

HUB International
06.2024 - Current

Insurance Advisor

TD Insurance
07.2021 - 09.2023

Finance Manager

401 Auto
02.2021 - 07.2021

Team Leader

Percepta 'Ford of Canada'
08.2018 - 03.2021

Team Leader

Single Point
10.2017 - 07.2018

Team Leader

S&P Data LLC
09.2015 - 10.2017

CompTIA Network+

Udemy

No Degree - CCNA - Routing And Switching

Netplus College

High School Diploma -

Punjab Group of Colleges

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Ahmad Asad