ANUJ KAPOOR
Thornhill,ON
Summary
Results-driven Insurance Advisor with extensive knowledge of insurance products and regulations. Proven ability to analyze risk factors and deliver strategic advice that enhances client satisfaction and retention. Strong relationship-building skills and expertise in policy interpretation and client needs assessment. Demonstrated success in achieving measurable improvements in client engagement and loyalty.
Overview
15
15
years of professional experience
Work History
Insurance Advisor – Insurance - Home, Auto, Commercial (P & C)
SN Insurance Brokers
Toronto, Canada
04.2025 - Current
- Licensed to represent highly reputable companies such as Intact, Economical, Aviva
- Quote generating, risk assessment
- Provide up-to-date information to clients on promotions and deals
- Renewal servicing
- Qualifying prospects based on needs
Insurance Advisor – Life Insurance, Investments
OM Financial Inc.
Toronto, Canada
01.2015 - Current
- Licensed to represent highly reputable companies such as Industrial Alliance, Foresters, Manulife, Sun Life.
- Types of products represented but are not limited to whole life, universal life, RRSPs, RESPs, critical illness, long-term care, disability insurance (short-long), health, dental, group insurance
- Cater needs of clientele, secure their family, assets, beneficiaries from debt by providing a detailed needs analysis to ensure clients do not overpay in premiums
- Provide up-to-date information to clients on promotions and deals
- 2015 Winner, Rookie of the Year
- 2017 Winner, Best Achievement
Broker – Real Estate
HomeLife/Bayview Realty
Markham, Canada
10.2020 - 12.2024
- Customer service, representing buyers and sellers
- Showing, listing and closing properties (commercial and residential)
- Full compliance with RECO and OREA guidelines
- Following up with existing clients to provide excellent service and feedback
Banking Advisor
Royal Bank of Canada
Vaughan, Canada
07.2018 - 01.2019
- Full banking advisor training, mortgage, line of credit, deposit accounts, credit card approvals
- Full product knowledge training
- Software such as CASPER to fill credit applications for clients
- Able to read and analyze client profiles
- Day-to-day dealing with clients and their banking needs
- Able to read credit reports and make decisions based on credit history (ratings)
- Helping the front-line (client advisors) with day-to-day banking transactions for clients
Accounts Manager – Accounts Specialist
Shani Accounting Services
Concord, Canada
02.2010 - 11.2014
- Analyzed accounts, identified discrepancies and information gaps in vendor statements, invoices, and debits
- Shouldered authority for full-cycle accounts payable, ensured accuracy and completeness of documentation to process AP, reviewed expense reports, liaised with vendors, and generated financial statements.
- Identified an improvement opportunity and led the development of revenue and expense report templates, leveraged technical skills to develop macros, improved the organization and accessibility of data.
- Supervised and collaborated with a team of 8 employees to work through accounting processes and procedures to maintain high quality services.
- Bank reconciliations, managed payroll for employees
Education
CFP – Certified Financial Planner -
FP Canada
Toronto, ON08.2025
RIBO – Registered Insurance Brokers of Ontario -
IBAO
Toronto, ON06.2025
CLU – Chartered Life Underwriter -
Advocis
Toronto, ON01.2024
LLQP – Life License Qualification Program -
Advocis
Toronto, ON01.2015
Skills
- Team collaboration
- Goal-oriented mindset
- Insurance sales strategy
- Insurance products
- Policy analysis
- Risk mitigation
- Policy renewals
- Asset protection
- Client prospecting
- Regulatory compliance
- Financial planning
- Risk assessment
- Client relationship management
- Needs analysis
Languages
- English, Expert
- Hindi, Intermediate
- Punjabi, Intermediate
Timeline
Insurance Advisor – Insurance - Home, Auto, Commercial (P & C)
SN Insurance Brokers
04.2025 - Current
Broker – Real Estate
HomeLife/Bayview Realty
10.2020 - 12.2024
Banking Advisor
Royal Bank of Canada
07.2018 - 01.2019
Insurance Advisor – Life Insurance, Investments
OM Financial Inc.
01.2015 - Current
Accounts Manager – Accounts Specialist
Shani Accounting Services
02.2010 - 11.2014
CFP – Certified Financial Planner -
FP Canada
RIBO – Registered Insurance Brokers of Ontario -
IBAO
CLU – Chartered Life Underwriter -
Advocis
LLQP – Life License Qualification Program -
Advocis
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