ANNUSHRI THAKKAR
Scarborough,Ontario
Summary
Professional with strong background in insurance advisory, delivering reliable and impactful client solutions. Expertise in risk assessment, policy analysis, and customer service. Strong focus on team collaboration and adaptability to changing needs, ensuring consistent achievement of results. Skilled in building lasting client relationships, navigating complex insurance products, and delivering tailored advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance
04.2022 - Current
- Exhibit a consistent, positive client experience with every conversation and resolve client concern at the point of first call
- Provide insurance advice and solutions to clients based on their needs
- Perform front line underwriting of home and auto policies
- Complete personalized needs assessments and reviews by leveraging tools and resources to demonstrate value and support advice recommendations
- Demonstrate a solid understanding of regulatory risk when writing and updating new business policies.
Financial Services Representative
Citizens Bank-Gatestone Co. & Inc.
01.2020 - 09.2021
- Provide support to client by proffering solutions to address financial objective
- Analyzing accounts and implementing agreed upon plan to manage client portfolio
- Performing financial assessment on individual and business accounts
- Assisting as personal financial advisor over the phone
- Planning and assisting customers with correct payment resolutions on one or multiple accounts
- Manage client queries on financial issues and provide effect resolution to all complaints.
Accountant
Kaira Social Service Society
11.2014 - 10.2017
- Perform daily accounting activities for the organization
- Perform monthly and quarterly financial reports
- Perform admin duties by maintaining and updating records of staff and office supplies on regular basis
- Represent organization at meetings, conferences and workshops
- Work closely with project coordinator to ensure smooth conduct of financial matters.
Education
Post Graduation In Strategic Management Accounting: Business -
Centennial College
Scarborough, Ontario08.2019
Post Graduation In Financial Planning: Business -
Centennial college
Scarborough, Ontario08.2018
Masters in Commerce: Commerce -
Gujarat University
Gujarat, India01.2017
Skills
- Client Account Management
- Client relationship building
- Client needs analysis
- Cross promote products
- Customer needs assessments
- Problem resolution
- Cash Handling
- Risk Management
- Account Maintenance
- Account documentation
- Microsoft Office
- Regulatory Compliance
Accomplishments
- Employee of the year-2016
- Monthly & Quarterly Compliance Champion for the year 2023 and 2024
Certification
- OTL License- May 2022
- IFIC License- April 2022
- Risk Management Operations Certificate-February 2020
Timeline
Insurance Advisor
TD Insurance
04.2022 - Current
Financial Services Representative
Citizens Bank-Gatestone Co. & Inc.
01.2020 - 09.2021
Accountant
Kaira Social Service Society
11.2014 - 10.2017
Post Graduation In Financial Planning: Business -
Centennial college
Masters in Commerce: Commerce -
Gujarat University
- OTL License- May 2022
- IFIC License- April 2022
- Risk Management Operations Certificate-February 2020
Post Graduation In Strategic Management Accounting: Business -
Centennial College
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