Atharv Kamthe
Bradford,ON
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Advisor
Brokerlink
Newmarket, Ontario
08.2024 - Current
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Proficient in utilizing Epic and ARS systems, including CGI for pulling driving records, analyzing data, and integrating information into broker platforms for various insurance companies.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed strong communication skills by liaising with underwriters and previous insurance.
Management Trainee
Enterprise Mobility
Vancouver, British Columbia
07.2023 - 07.2024
- Provided exceptional customer service throughout the rental process, ensuring a seamless experience from vehicle pick-up to drop-off while addressing client concerns promptly and professionally.
- Built and maintained strong relationships with B2B clients, including mechanics, body shops, and dealerships, to foster long-term partnerships and ensure smooth operations.
- Gained expertise in fleet management, optimizing vehicle availability, coordinating logistics, and ensuring maintenance standards through effective collaboration with service providers.
- Demonstrated leadership by managing daily operations, mentoring team members, and driving team performance to achieve business objectives and deliver outstanding results.
Bank Credit Services Specialist
Canadian Tire Financial Services
Welland, Ontario
01.2023 - 07.2023
- Monitored customer satisfaction levels through surveys, calls, emails, tracking results against established benchmarks.
- Analyzed and processed credit applications, ensuring compliance with banking policies and delivering timely credit decisions to meet client needs.
- Managed daily operations related to client accounts, including invoicing, scheduling, billing, and other administrative tasks.
- Enhanced customer satisfaction ratings by effectively resolving issues.
Education
Bachelor of Arts - Economics
Brock University
St. Catharines, None09-2017
Skills
- Data interpretation
- Underwriting principles
- Project Management
- Fleet Management
- Insurance products
- Customer Retention
Certification
- RIBO
Timeline
Personal Lines Insurance Advisor
Brokerlink
08.2024 - Current
Management Trainee
Enterprise Mobility
07.2023 - 07.2024
Bank Credit Services Specialist
Canadian Tire Financial Services
01.2023 - 07.2023
- RIBO
Bachelor of Arts - Economics
Brock University
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