Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Dalwinder sangha

Surrey

Summary

Dynamic Insurance Services Representative with a proven track record at Vancity, excelling in customer service and effective problem solving. Enhanced team productivity through training initiatives and improved client retention by delivering exceptional service. Proficient in data entry and adept at cross-selling insurance products, driving revenue growth and client satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Services Representative

Vancity
01.2018 - 02.2021
  • Reduced processing time by efficiently maintaining organized records of client communications and transactions.
  • Managed high call volume effectively, ensuring prompt response times while maintaining quality of service provided to callers.
  • Assisted marketing department in creating targeted promotional materials for various insurance products offered by the company.
  • Improved team productivity by providing assistance in training new employees on company policies and procedures.
  • Contributed to agency growth by participating in local community events and representing the company at industry conferences and networking functions.
  • Collaborated with sales team to identify opportunities for cross-selling or up-selling insurance products.
  • Boosted revenue generation by accurately preparing premium quotes for prospective customers based on their needs and risk profiles.
  • Increased policyholder retention with exceptional customer service and detailed explanation of insurance coverages.
  • Modified, updated and processed existing policies.
  • Strengthened client relationships with timely follow-ups on outstanding issues and concerns.

Insurance Advisor

Westland Insurance
01.2016 - 01.2018
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Finalized sales and collected necessary deposits.
  • Educated clients on insurance policies and procedures.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Responded to customer calls swiftly to resolve issues and answer questions.

Education

High School Diploma -

Howe Sound Secondary
Squamish, BC
06-2007

Skills

  • Effective problem solving
  • Professionalism and ethics
  • Strong interpersonal skills
  • Adaptability
  • Data entry proficiency
  • Complaint handling
  • Teamwork
  • Customer service

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Professional Working

Certification

Fundamentals of Insurance

Timeline

Insurance Services Representative

Vancity
01.2018 - 02.2021

Insurance Advisor

Westland Insurance
01.2016 - 01.2018

High School Diploma -

Howe Sound Secondary

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Dalwinder sangha