Kiran Raj Thayyil Valappil
Western Coast Insurance Services LTD
Vancouver
4
Languages
1
Certification
11
years of professional experience
Results-driven Senior Insurance Advisor with expertise in corporate and commercial insurance across international markets. Skilled in managing mid-market and large corporate accounts, optimizing insurance portfolios, and enhancing revenue through consultative selling and strategic relationship management. Knowledgeable in Canadian insurance practices and regulatory compliance, with hands-on experience in policy placement, renewals, and claims coordination. Seeking a senior advisory or managerial role within a UAE-based insurance brokerage or insurer.
Work History
Insurance Advisor
2 Years 2 Months- Facilitated walk-in client interactions, building strong customer relationships that supported business growth and improved client satisfaction.
- Provided end-to-end support across multiple insurance products, including Auto, Home, Travel, RV, Vehicle Replacement, Condo, Tenant, and CGL.
- Managed walk-in client interactions, building strong customer relationships to support business growth and client satisfaction.
- Collaborated with internal partners to analyze, evaluate, and develop tailored relationship strategies for each client.
- Coordinated client-focused events to strengthen brand loyalty and uncover additional revenue opportunities.
Assistant Manager
1 Year 7 Months- Managed corporate clients, optimized insurance product portfolios, and fostered strategic relationships to drive business growth and enhance client satisfaction.
- Regularly met with corporate customers, strengthening relationships and identifying new business opportunities, resulting in a 30% increase in customer retention rates.
- Achieved a 15% increase in cross-selling and lead conversion, enhancing customer relationships and uncovering new revenue streams.
- Collaborated with internal partners to analyze, evaluate, and develop tailored relationship strategies for each client.
- Collaborated with internal partners to analyze and develop tailored relationship strategies for clients, improving engagement and satisfaction.
- Handled diverse insurance products such as Property, Industrial, Marine, Energy, and Commercial General Liability.
- Organized client-focused events to strengthen brand loyalty and identify new revenue channels.
Channel Sales Manager
2 Years 2 Months- Directed a high-performing team, consistently surpassing monthly and yearly targets, resulting in a commendable 20% growth in overall sales.
- Led channel sales strategies optimizing team performance and surpassing sales targets to advance the organization's market leadership in the general insurance sector.
- Managed agency relationships to address agents' issues, facilitating successful handling of general insurance products.
- Implemented cross-selling and lead-generation strategies that enhanced lead conversion rates.
- Implemented effective cross-selling and lead-generation strategies, contributing to successful lead conversion.
- Contributed to achieving monthly and yearly sales goals, reinforcing the organization's market leadership.
Relationship Manager
9 Months- Directed relationship management initiatives for a broad spectrum of asset and liability products, enhancing delivery of top-tier financial solutions and services.
- Managed diverse asset products, including Personal Loans, Gold Loans, Auto Loans, and more, resulting in a 30% increase in asset product sales.
- Managed over 40 liability and asset products, demonstrating comprehensive knowledge and expertise in diverse financial offerings.
- Handled around 40 plus liability and asset products, showcasing comprehensive knowledge and expertise.
- Leveraged latest technology and procedures to enhance client services and improve satisfaction rates.
- Met monthly and yearly targets, establishing a reputation for excellence in customer-centric solutions.
Relationship Manager
1 Year 11 Months- Managed relationships and drove sales at HDFC Bank Ltd, Chennai, India, overseeing a diverse portfolio of asset products and contributing to the bank's goal of providing exceptional financial solutions and services.
- Managed seven asset products, ensuring comprehensive client support and tailored financial solutions., including Personal Loans, Gold Loans, Auto Loans, Two-Wheeler loans, and more.
- Executed cross-selling, lead generation, and lead conversion initiatives, significantly enhancing overall sales performance.
- Trained co-employees and sales officers, fostering their professional development and improving team capabilities.
- Directed the use of the latest technology and procedures, elevating client services and satisfaction rates.
- Provided training to co-employees and sales officers, contributing to their professional development.
Education
Master of Business Administration - Business Analytics
Bachelor of Commerce - Computer Application
Skills
Insurance sales
Cross-selling strategies
Lead generation
Risk assessment
Commercial & Personal Lines Insurance
Policy Portfolio Management
Customer Relationship Management (CRM)
Client management
Broker relationship management
Bancassurance sales
Sales performance
Bancassurance sales
Process improvement
Financial risk assessment
Financial risk analysis
Insurance Compliance Management
Certification
Certified Digital Marketing Institute - Essentials from Digital Marketing Institute 2023
Languages
English
Professional Working
Hindi
Professional Working
Malayalam
Native or Bilingual
Tamil
Professional Working
Timeline
Insurance Advisor
Western Coast Insurance Services LTD
07.2024 - CurrentRead More
Assistant Manager
Bajaj Allianz GIC LTD
01.2021 - 08.2022Read More
Channel Sales Manager
TATA AIG GIC LTD
06.2018 - 08.2020Read More
Relationship Manager
Kotak Mahindra Bank
08.2017 - 05.2018Read More
Relationship Manager
HDFC Bank LTD
10.2015 - 09.2017Read More
Madras University
Bachelor of Commerce from Computer Application
Read More
University Canada West
Master of Business Administration from Business Analytics
Read More