Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Dipak Harjani

North York ,ON,Ontario

Summary

Accomplished Personal Lines Insurance Broker with a proven track record at BrokerLink, enhancing client retention by leveraging expert policy analysis and underwriting principles. Skilled in building relationships and efficiently resolving disputes, evidenced by improved customer satisfaction and conversion rates. Specializes in claims handling and customer service, driving significant business growth through strategic decision-making and relationship building.

Overview

7
7
years of professional experience

Work History

Personal Lines Insurance Broker

BrokerLink
09.2021 - Current
  • Negotiated competitive pricing and coverage options with carriers on behalf of clients.
  • Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
  • Managed a diverse portfolio of personal lines business including home, auto, umbrella, and specialty coverages.
  • Streamlined the quoting process for efficiency, resulting in quicker response times and higher conversion rates.

Credit Card Specialist

TD Bank
07.2019 - 09.2021
  • Built strong relationships with customers to increase retention and loyalty.
  • Improved customer satisfaction by efficiently addressing and resolving credit card disputes and inquiries.
  • Conducted thorough credit analysis on potential clients, ensuring responsible lending decisions were made based on established guidelines.
  • Provided exceptional customer service, leading to increased client retention rates and positive referrals from satisfied customers.
  • Evaluated customer creditworthiness and financial statements to determine credit limits.
  • Assisted clients in understanding their credit card benefits, resulting in increased usage of available perks.
  • Maximized revenues by identifying opportunities for up-selling and cross-selling additional financial products to existing clients.
  • Served as an expert resource for colleagues seeking guidance on complex credit card issues or escalations, fostering a collaborative team environment.
  • Recommended products and services to meet customers' credit card and banking needs.

Shift Manager

Pizza Pizza
10.2017 - 07.2019
  • Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
  • Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
  • Trained and mentored new employees to maximize team performance.
  • Improved overall team performance by effectively delegating tasks and providing clear instructions.
  • Supervised employees and oversaw quality compliance with company standards for food and services.
  • Worked closely with team members to schedule breaks and shifts to meet state regulations.
  • Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
  • Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
  • Tracked receipts, employee hours, and inventory movements.
  • Managed employee schedules to ensure adequate coverage during peak hours, resulting in a smoother workflow.

Education

Business Management -

Humber College
Toronto, ON
08.2013

Bachelor Of Commerce -

Gujarat University
Gujarat, Ahmedabad
04.2010

Skills

  • Goal-Oriented
  • Policy analysis
  • Underwriting principles
  • Claims Handling
  • Customer Service
  • Licensed Insurance Agent
  • Customer Retention
  • Product Knowledge
  • Call Center Customer Service
  • Decision-Making
  • Relationship Building
  • Policy Changes
  • Auto insurance
  • Policy Renewals

Languages

English
Professional Working
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Timeline

Personal Lines Insurance Broker

BrokerLink
09.2021 - Current

Credit Card Specialist

TD Bank
07.2019 - 09.2021

Shift Manager

Pizza Pizza
10.2017 - 07.2019

Business Management -

Humber College

Bachelor Of Commerce -

Gujarat University

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Dipak Harjani