Hi, I’m
Arun Bhalla
Toronto,ON
Summary
Proven Portfolio Manager at My Insurance Broker, adept in client relations and data analytics, enhanced portfolio performance through strategic risk management, achieving significant efficiencies. Mentored teams for professional growth, leveraging CRM software for client relationship excellence. Demonstrated expertise in policy knowledge and asset protection, driving client satisfaction and retention. Results-driven & experienced in writing, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Highly organized and accomplished Sales Executive well-versed in monitoring market conditions and Risk management changes to promote tailored insurance options to customers. Gifted in building connections, demonstrating products and maintaining consistent sales. Persuasive negotiator with forward-thinking and performance-oriented nature.
Overview
7
years of professional experience
1
Certification
Work History
My Insurance Broker Thornhill, ON
Portfolio Manager (Commercial Lines)
01.2024 - Current
Job overview
- Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
- Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
- Enhanced portfolio performance by implementing effective strategies and risk management techniques.
- Optimized risk allocation for improved returns with thorough market research and analysis.
- Established internal audit procedures to validate and improve accuracy of reporting.
- Developed strategic plans for day-to-day risk managing operations.
My Insurance Broker Thornhill, ON
Sales Executive
01.2023 - 01.2024
Job overview
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
- Streamlined sales process to improve efficiency, reduce cycle time, and close deals faster.
- Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
- Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Established and maintained positive relationships with vendors to determine product availability and quality.
My Insurance BrokerThornhill, ON
Senior Portfolio Manager (Personal Lines)
01.2022 - 01.2023
Job overview
- Stayed current with industry developments through regular attendance at conferences, seminars, webinars, and other educational events.
- Collaborated with team members to develop customized insurance solutions tailored to individual client needs and objectives.
- Mentored junior analysts on industry best practices, concepts, and the importance of maintaining a disciplined approach to portfolio management.
- Established valuable relationships within the community through networking efforts at industry events.
- Streamlined internal processes to enhance efficiency in execution, reporting, and compliance procedures.
- Provided strategy advice to high net worth clients.
My Insurance BrokerThornhill, ON
Processing Manager
04.2020 - 01.2022
Job overview
- Promoted safe working practices to maintain compliance with established policies and procedures.
- Mentored departmental team, boosting efficiency, success and morale among employees.
- Implemented workflow processes and pre-production of client data by analyzing production reports.
- Implemented cost reductions and developed reporting procedures and systems resulting in 7.2% cost savings.
- Successfully managed team of 13 staff, providing assistance and answering questions.
- Gathered and analyzed large amounts of data to determine improvement projections.
- Checked payroll, payments and other accounting disbursements for accuracy and compliance.
- Reduced processing errors, ensuring thorough quality control checks at every stage of the process.
- Ensured compliance with industry regulations, maintaining comprehensive documentation and adhering to best practices throughout the organization.
My Insurance Broker Thornhill, ON
Processing Team Lead
10.2019 - 04.2020
Job overview
- Mentored junior staff members, fostering professional growth and skill development within the team.
- Conducted regular performance reviews for team members, providing constructive feedback to drive continuous improvement.
- Fostered an inclusive culture where every member felt valued contributing toward high levels of employee retention and satisfaction.
- Delivered exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and maintaining open lines of communication with clients.
- Created comprehensive training materials for new hires that expedited onboarding processes significantly reducing time-to-productivity ratios.
- Resolved complex issues quickly, minimizing downtime and maintaining high levels of client satisfaction.
- Led a team of 4 processors, ensuring accurate and timely completion of tasks.
- Performed tests of functionality, security, and performance of different workstations and devices.
- Increased operational efficiency by analyzing current processes and recommending strategic improvements.
My Insurance BrokerThornhill, ON
Processing Administrator
07.2019 - 10.2019
Job overview
- Solicited and marketed to business and community events and performed outbound calling.
- Responded to customer inquiries and requests related to insurance products and membership.
- Completed coverage by delivering policies, planning future follow-up conversations and evaluating needs.
- Worked to meet or exceed targets as defined in sales incentive plan and assigned by manager.
- Improved processing efficiency by streamlining administrative tasks and implementing time-saving strategies.
- Handled sensitive information with discretion, protecting client privacy at all times during processing tasks.
- Reduced errors in data entry by consistently reviewing and verifying inputted information for accuracy and completeness.
- Generated, posted and attached information to claim files.
- Verified client information by analyzing existing evidence on file.
- Checked documentation for accuracy and validity on updated systems.
- Posted payments to accounts and maintained records.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Processed and recorded new policies and claims.
- Calculated adjustments, premiums and refunds.
- Managed high-volume workloads effectively, prioritizing tasks according to deadlines and urgency levels.
Greig Security Inc.Toronto, ON
Security Officer Supervisor
06.2017 - 07.2019
Job overview
- Supervised a team of 5 security officers, ensuring adherence to company policies and maintaining high morale among staff members.
- Developed detailed incident reports, providing comprehensive information for management review and decision making.
- Implemented access control systems, effectively preventing unauthorized entry into restricted areas of the facility.
- Organized routine safety drills for all employees to increase awareness of emergency procedures in case of an actual event occurring.
- Handled sensitive information discreetly while adhering to strict confidentiality guidelines set forth by the organization.
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- Oversaw daily monitoring and patrolled buildings, grounds, and work sites.
- Regulated vehicle and pedestrian traffic onto building grounds.
- Managed security staff rotation for position coverage on breaks.
- Recorded daily security occurrences in site assignment log.
- Completed shift handover reports and debriefed next shift upon arrival.
- Trained security workers on site-specified procedures.
- Performed security investigations and reported findings to client management.
- Provided first-line support to shift workers during incidents and escalated situations as appropriate.
- Conducted fire drills and other simulated emergencies to determine overall site safety.
- Monitored and evaluated performance of security personnel and provided feedback to improve performance.
Education
Centennial College of Applied Arts And TechnologyScarborough, ON
Advanced Diploma from Marketing
Skills
- Client Relations
- Data Analytics
- Administrative Functions
- Call Center Customer Service
- Clientele Development
- Presentation Skills
- Market understanding
- Exposure management
- Client Relationship Management
- Client Interfacing
- Policy Knowledge
- Account Management
- New Client Acquisition
- Policy Renewals
Accomplishments
- Awarded “Broker of the Year (PIF)” in 2023.
- Collaborated with team of 3 in the development of internal sales team.
- Managed team of 14 staff members.
- Exceeded monthly quota 6 times
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Professional Working
Certification
- Licensed Registered Insurance Broker - Ontario
- Licensed Registered Insurance Agent - Alberta
Timeline
Portfolio Manager (Commercial Lines)
My Insurance Broker
01.2024 - Current
Sales Executive
My Insurance Broker
01.2023 - 01.2024
Senior Portfolio Manager (Personal Lines)
My Insurance Broker
01.2022 - 01.2023
Processing Manager
My Insurance Broker
04.2020 - 01.2022
Processing Team Lead
My Insurance Broker
10.2019 - 04.2020
Processing Administrator
My Insurance Broker
07.2019 - 10.2019
Security Officer Supervisor
Greig Security Inc.
06.2017 - 07.2019
Centennial College of Applied Arts And Technology
Advanced Diploma from Marketing