Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience
References
Timeline
Generic

DALJIT SINGH

Brampton,ON

Summary

  • Other Than Life (OTL) Insurance license holder.
    Life License Qualification Program license (LLQP-Expired)
  • More than 5 years of combined experience in Insurance, sales
    and customer support industry.
  • Proactive team leader with strong communication, analytical &
    problem-solving skills.
  • Well organized and proficient at handling multiple work priorities.
  • Possess creative and innovative thinking with an ability to take
    quick progressive decisions.
  • Proficient knowledge and use of Microsoft Suite applications.
  • Very strong experience in leading a team, managing customer,
    supporting operations via email, chat and phone.
  • Experienced with regulatory compliance, risk management, and policy implementation. Utilizes analytical skills and attention to detail to ensure adherence to legal standards.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Advisor

TD Canada Trust
11.2021 - Current
  • Advice clients with best insurance coverage and analyze the client's current and future requirements and make recommendations on products that would best suit their needs.
  • Provide support to the claims department and handling claims referrals.
  • Ensure applications are underwritten and processed according to TD's underwriting guidelines
  • Drive team huddles, motivate and coach team members to meet the upcoming compliance standards and to also enhance sales, service standards and productivity.
  • Proactively present changes in TD insurance's underwriting rules and guidelines to peers, making sure business requirements are met.
  • 100% Compliance year over year and overachieved Legendary Experience Index targets.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment. Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
  • Served as a subject matter expert on compliance matters, providing guidance and support to colleagues across various departments.

Life Insurance Advisor

World Financial Group
07.2019 - 06.2021
  • Responsible for providing financial advice to clients regarding retirement planning, investing, and
    protecting against risks.
  • Generating leads, meeting clients, and presenting them with customized financial proposals based on
    their financial needs.
  • Develop team goals and train team members about financial concepts and motivate them in achieving
    those goals.
  • Conducted regular follow-ups with clients to review policies, update coverage as needed, and maintain positive relationships.
  • Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.

Supervisor

A&W Food Services Canada
11.2017 - 02.2021
  • Supervise, direct, and coordinate restaurant team members throughout their shifts.
  • Maintain all inventories required for efficient and smooth operations. Training new associates and helping them understand the procedure of operations.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.

Intern

Pullman Hotel
07.2014 - 12.2014


  • Responsible for handling guests and ensuring the best service was being provided. Ensured all protocols were being followed while performing all duties.
  • Enhanced guest satisfaction by promptly addressing concerns and resolving issues.
  • Collaborated with team members to consistently deliver high-quality services across all departments.
  • Facilitated smooth communication between departments by relaying important information as needed.

Education

Post-graduation diploma in International Business Management -

Niagara College
08.2018

Post-graduation diploma in Hospitality and Tourism Management -

Niagara College
12.2017

Bachelor's in Hotel Management and Tourism -

Dr. Ambedkar Institute of Hotel Management
07.2016

Skills

  • Microsoft Office 365 - Excel, PowerPoint, Word, Share Point, Teams
  • Business Skills - Requirement gathering, Documentation, Issue Tracking
  • Others - Phone Etiquette, Multitasking, Team Leadership, Networking, Customer Service, Public Speaking, Upselling, Communication skills, Problem-Solving Skills, Interpersonal skills

Certification

  • First Aid Certificate
  • Food handling certificate
  • Life License qualification certificate FSRA
  • Other than life license FSRA

Volunteer Experience

  • Hindu Temple, Sikh Temple, Niagara Falls and Brampton, Ontario, Canada


  • Making sure to put 4-5 hrs every week for volunteering towards helping community.
  • Donating money as much as you can for those in need and for different cause.
  • Helping newcomers to Canada for finding house and jobs.

References

References available upon request.

Timeline

Insurance Advisor

TD Canada Trust
11.2021 - Current

Life Insurance Advisor

World Financial Group
07.2019 - 06.2021

Supervisor

A&W Food Services Canada
11.2017 - 02.2021

Intern

Pullman Hotel
07.2014 - 12.2014

Post-graduation diploma in Hospitality and Tourism Management -

Niagara College

Bachelor's in Hotel Management and Tourism -

Dr. Ambedkar Institute of Hotel Management

Post-graduation diploma in International Business Management -

Niagara College

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DALJIT SINGH