DANIEL EGUBAT
Calgary,AB
Summary
Dynamic Licensed Insurance Broker with extensive experience at BrokerLink, excelling in policy analysis and customer service. Proven track record of enhancing client retention through tailored insurance solutions and effective communication. Skilled in claims handling and risk assessment, consistently achieving sales quotas while fostering strong client relationships.
Driven Insurnce Agent with 12 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
BrokerLink
09.2025 - Current
- Assisted clients in understanding insurance options and coverage details.
- Supported policy renewal processes, ensuring timely updates and compliance.
- Researched market trends to identify competitive insurance products.
- Processed client applications and documentation with attention to detail.
- Maintained accurate records of client interactions and policy changes.
- Coordinated communication between clients and insurance providers for claims assistance.
- Developed knowledge of industry regulations to provide informed advice.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Increased agency revenue by cross-selling additional products and services to existing clients, such as home, auto, or business insurance policies.
Insurance Broker/Office Manager
Costen Insurance
02.2017 - 09.2025
- Developed tailored insurance plans to meet client-specific needs and preferences.
- Analyzed client portfolios to identify coverage gaps and recommend appropriate solutions.
- Cultivated strong relationships with clients, ensuring high levels of satisfaction and retention.
- Led negotiations with underwriters to secure optimal policy terms for clients.
- Mentored junior brokers on best practices in client management and policy analysis.
- Implemented process improvements that enhanced efficiency in policy issuance workflows.
- Conducted comprehensive market research to stay informed on industry trends and competitor offerings.
- Delivered training sessions for staff on new insurance products and technology tools used in the brokerage process.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Evaluated accuracy and quality of data entered into agency management system.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Reported policy changes and company conditions affecting customer satisfaction.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Interceded between employees during arguments and diffused tense situations.
Insurance Agent
Statefarm Insurance
02.2015 - 08.2016
- Developed customized insurance plans tailored to client needs and risk profiles.
- Conducted comprehensive policy reviews, ensuring accuracy and compliance with regulations.
- Built and maintained strong client relationships, enhancing customer retention rates.
- Trained junior agents on product knowledge and sales techniques to improve overall team performance.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Insurance Agent
Desjardins Insurance
02.2013 - 02.2015
- Developed customized insurance plans tailored to client needs and risk profiles.
- Conducted comprehensive policy reviews, ensuring accuracy and compliance with regulations.
- Collaborated with underwriting teams to assess risks and establish appropriate coverage limits for clients.
Financial Services Manager
Bank of Montreal, BMO
11.2008 - 02.2013
- Led financial analysis initiatives to optimize product performance and enhance profitability.
- Developed strategic plans for risk management, ensuring compliance with regulatory requirements.
- Mentored team members on best practices for client engagement and service delivery.
- Streamlined reporting processes, improving accuracy and reducing turnaround time for financial reports.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Identified signs of fraud and took proactive action to protect institutional assets.
Sales Advisor
Muse
02.2001 - 07.2007
- Guided customers through product selections, enhancing overall shopping experience.
- Educated clients on product features and benefits to drive informed purchasing decisions.
- Managed inventory levels, ensuring availability of popular products for customer satisfaction.
- Resolved customer inquiries and complaints efficiently, fostering positive relationships.
- Collaborated with team members to optimize store layout and display for improved sales visibility.
- Increased sales by establishing rapport with customers and identifying their needs.
- Increased sales by offering advice on purchases and promoting additional products.
- Listened to customer details and offered matching solutions to meet wide range of requirements.
- Assisted customers with after-sales support, resolving issues quickly and maintaining high satisfaction levels.
Education
High School Diploma -
Allison College
Calgary, AB12-2025
Skills
- Policy analysis
- Underwriting principles
- Financial planning
- Claims handling
- Customer service
- Licensed insurance agent
- Insurance sales
- Appointment management
- Product knowledge
- Customer retention
- Customer needs assessment
- Account management
- Client retention
- Account retention
- Sales quota achievement
- Private insurance
- Excellent communication
- Critical thinking
- Quotes and sales
- Call center customer service
- Team leadership
- Verbal and written communication
- Customer engagement
- Client needs analysis
- Insurance policy sales
- Property and casualty insurance
- Client relations
- Risk assessment
- Policy changes
- Auto insurance
- Policy renewals
- Billing inquiries
- Insurance coverage verification
- Insurance practices
Accomplishments
- Supervised team of 5 staff members.
- Documented and resolved issues which led to positive result .
- Achieved resulted through effectively helping with tasks .
Languages
English
Full Professional
Certification
- Licensed LLQP,
- General Level 1
received recognition
received lots of sales recognitions while working at the bank
improved sales and book of business while operating my own insurance Brokerage
Timeline
Licensed Insurance Broker
BrokerLink
09.2025 - Current
Insurance Broker/Office Manager
Costen Insurance
02.2017 - 09.2025
Insurance Agent
Statefarm Insurance
02.2015 - 08.2016
Insurance Agent
Desjardins Insurance
02.2013 - 02.2015
Financial Services Manager
Bank of Montreal, BMO
11.2008 - 02.2013
Sales Advisor
Muse
02.2001 - 07.2007
High School Diploma -
Allison College