CHIRAG KUMAR
Summary
Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base. Contributed to team efforts by surpassing sales targets and enhancing customer satisfaction through personalized service solutions.
Overview
6
6
years of professional experience
Work History
Property and Casualty Insurance Advisor
Desjardins Group
Mississauga, Canada
02.2020 - Current
- Provided clients with tailored insurance solutions based on their unique needs, assisting them in selecting the most suitable policies for home and auto insurance
- Created detailed insurance quotes based on client requirements, clearly explaining policy terms, coverage limits, and premium structures to facilitate informed decision-making
- Managing policy renewals, modifications, and cancellations, ensuring that clients have continuous coverage and addressing any policy-related inquiries or concerns
- Worked with underwriting and claims departments to ensure a seamless experience for clients, facilitating communication and collaboration to address client inquiries effectively
Banking Associate
Bank of Montreal (BMO)
Mississauga, Canada
08.2018 - 12.2019
- Delivered exceptional inbound call assistance to clients within a dynamic contact center environment, managing an average of 80-100 daily client interactions with professionalism and expertise
- Strengthened client relationships by promptly addressing issues, identifying financial opportunities, and offering tailored banking solutions aligned with individual needs and financial circumstances
- Managed a variety of client transactions, including processing bill payments, stop payments, electronic funds transfers, and foreign exchanges
- Maintained precise accuracy throughout transaction processing, adhering to established banking protocols and procedures, and documenting each interaction for compliance
- Consistently surpassed performance targets, including average handle time (AHT), after call work (ACW), average hold time (AHOT), and net promoter score (NPS), showcasing a commitment to excellence and client satisfaction
Education
Honours Bachelor of Business Administration (BBA) - Business Administration Specialization in Finance
University of Guelph-Humber
Diploma - Business Administration Specialization in Finance
Humber College
Skills
- Sales growth
- Relationship-building
- Negotiation abilities
- Insurance products knowledge
- CRM Software
- Operational efficiency
- Team collaboration
- Project success
- Revenue Generation
- Financial analysis
- Data interpretation
- Strategic decision-making
- Excellent interpersonal abilitities
- Data analysis
- Reporting
- Financial modeling
- Sales Strategy Implementation
- MS Word, Excel, and Outlook
Timeline
Property and Casualty Insurance Advisor
Desjardins Group
02.2020 - Current
Banking Associate
Bank of Montreal (BMO)
08.2018 - 12.2019
Honours Bachelor of Business Administration (BBA) - Business Administration Specialization in Finance
University of Guelph-Humber
Diploma - Business Administration Specialization in Finance
Humber College
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