Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

AMAAN SUMRA

SAINT CATHARINES

Summary

Dynamic insurance broker with a proven track record at Billyard Insurance Group, adept at developing tailored solutions and achieving high customer retention. A proactive team player skilled in underwriting and claims handling, I excel in building relationships and driving sales growth through effective communication and strategic cross-selling.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Broker

BILLYARD INSURANCE GROUP
07.2022 - Current
  • Developed customized insurance solutions to address client needs and mitigate risks.
  • Cultivated relationships with clients, ensuring clear communication of policy details and benefits.
  • Collaborated with underwriters to secure competitive premiums and optimal coverage options.
  • Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
  • Cross-sold insurance products to existing clients to reach sales targets.

2nd in Command

Glentel
10.2018 - 07.2022
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.

Sales Representative

Hyundai
12.2017 - 10.2018
  • Developed and maintained strong relationships with clients to enhance customer loyalty.
  • Identified client needs and provided tailored solutions to drive sales growth.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Utilized CRM software to manage client information, track leads, and monitor sales progress.
  • Negotiated favorable terms in contracts, ensuring both customer satisfaction and profitability.

Education

Bachelor of Arts - Canadian Studies & Political Science

Brock University
St. Catharines, ON
01-2017

Skills

  • Proactive team player
  • Sales presentations
  • Claims handling
  • Driven
  • Premium financing
  • Policy coverage expert
  • Property insurance
  • Commission-based sales
  • Prospecting skills
  • Cold calling
  • Underwriting

Languages

English
Native or Bilingual

Certification

  • RIBO

Timeline

Insurance Broker

BILLYARD INSURANCE GROUP
07.2022 - Current

2nd in Command

Glentel
10.2018 - 07.2022

Sales Representative

Hyundai
12.2017 - 10.2018

Bachelor of Arts - Canadian Studies & Political Science

Brock University
AMAAN SUMRA