ANJANI RAJANI
Vancouver,BC
Summary
Insurance Expert looking to gain more experience, with broad expertise in both Sales and Customer Service Industry.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
7
7
years of professional experience
Work History
Insurance Specialist and Expert
Belairdirect
03.2022 - Current
- Cross-sold insurance products to existing clients to reach sales targets.
- Grew and maintained a book of business, met established sales and services targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Very comfortable with c360, cpl and Halcion in all 3 provinces.
- Active deployment champion since September 2023 handling system issues and communicating back and fourth from end users to IT specialists.
Insurance Associate
BelairDirect
08.2020 - 02.2022
- Engaged with clients to determine their needs and provide expert advice to ensure the best coverage for them.
- Collected premiums on or before effective date of coverage, Helped Accounts Receivables when they were short staffed.
- Developed new business opportunities by securing expiry dates and cross selling.
- Promoted, explained, and recommended coverage and additional products available.
Account Executive - Payables and Receivables
Intact Financial
03.2020 - 08.2020
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
Cashier
Bed Bath and Beyond
06.2018 - 01.2019
- Helped customers complete purchases, locate items, and join reward programs.
- Handled cash with high accuracy and took care to check bills for fraud.
- Assisted customers with returns, refunds and resolving transaction issues.
Education
Entry Certificate in Business Analysis - Business Analysis
International Institute of Business Analysis
Ontario Canada 07.2024
License - Insurance
General Level 1 Insurance Licence
06.2020
Diploma - Tourism Management
Thompson River University
Kamloops, BC12.2019
BBA - Business Administration- Majored in Finance
ISBAT University
Uganda12.2018
Skills
- Strong analytical and problem solving aptitude with excellent written and verbal communication skills
- Problem solving skills to build and run their business leveraging strong organizational and leadership skills
- Proficient with Microsoft Word, Excel,PowerPoint Visio and Jira
- Ability to multitask effectively and quick adaptability with new software
- Good with Daily Reporting and Data Management
- Decision-making strength and IIBA methodologies
Timeline
Insurance Specialist and Expert
Belairdirect
03.2022 - Current
Insurance Associate
BelairDirect
08.2020 - 02.2022
Account Executive - Payables and Receivables
Intact Financial
03.2020 - 08.2020
Cashier
Bed Bath and Beyond
06.2018 - 01.2019
Entry Certificate in Business Analysis - Business Analysis
International Institute of Business Analysis
License - Insurance
General Level 1 Insurance Licence
Diploma - Tourism Management
Thompson River University
BBA - Business Administration- Majored in Finance
ISBAT University
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