Deepali Chand

Overall responsibility of Developing strong relationships with external partners including medical professionals, repair shops, and legal representatives to facilitate seamless claim resolutions.

• FY 24 TD All Starts recipient ( recognition of top 5 percent employees for outstanding performance and contribution through out TDI)
• Recognized my the VP TD Insurance in her quarterly letter for the best client compliment for Q2
• Q2 and Q3 quarterly spotlight winner.
• Compliance and LEI SME( Subject Matter Expert) fo the team.
• Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
• Trained new employees on company policies, claims management software, and best practices for efficient work performance.
• Maintained comprehensive knowledge of industry regulations, ensuring compliance in all claim handling procedures.
• Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
• Provided exceptional customer service by addressing client concerns and keeping them informed throughout the claims process.

Overall responsibility of Delivering a Legendary customer experience to both inbound and outgoing clients by addressing their requirements to the best of my ability while also identifying additional current and future insurance needs

• FY 23 TD All Star recipient.

• Compliance, underwriting, and LEI SME (Subject Matter Expert) to drive team results through frequent communications and team campaign.

• Q1 and Q3 spot light winner.

• Effectively respond to customer requirements by identifying solutions and offering knowledgeable counsel to turn prospective consumers into TDI customers.

• Adhere to the company's risk appetite and TD framework in all dealings with clients

and coworkers

• Become a product specialist to effectively establish and maintain rapport with current clients to meet their changing requirements and wants

• Help my coworkers grow by continuously helping in their day-to-day work. Successfully achieve and exceed set goals, invest in continuous learning to work

towards being a better me to further the agenda of being the better bank

Overall responsibility for managing all phases of the sales cycle prospecting to close and following-up support. Representing a full line of insurance and financial products, and services as a trusted advisor to businesses and individuals.

• Licensed insurance advisor responsible for contacting and selling new leads within the company.
• Routinely dealing with angry, confused, customers through face-to-face interaction and getting them into plans that were exactly what they needed and could afford.

• Modeled exceptional customer service skills and appropriate diagnostic sales techniques.

• Calculated quotes and educated potential clients on insurance options

Overall responsibility of customer management and interaction in the agency sales department. Worked with senior management and with the sales department to provide customized services to customers. Provided quality service by providing

quotes and information for malpractice insurance. Ensure that overall customer satisfaction remains high while addressing any issues or concerns and resolving

them on the 1st call. Completed and processed endorsement insurance availability, coverage, policy changes, transfer, and billing clarifications.

• Successfully overcame personal targets of outbound leads for 3 weeks in a row.

• Sold a variety of insurance products to businesses and individuals, achieving a 25% success rate in selling extra coverage.

• Successfully converted prospective buyers to new clients, increasing clientage by leaps.

• Ensured customer satisfaction by addressing all the queries or concerns of the clients and detailing the various features explicitly.

• Improved communication between sales and technical department to provide extensive customer support to clients.

• Single-handedly managed a large influx of calls, on a particular busy day at work.

• Negotiating, planning, and assisting consumers with correct payment resolutions on one or multiple credit card accounts including Consumer and Business accounts.

• Realized an 80% success rate in closing the deals