Ekambir Singh Chawla
Kitchener,Canada
Summary
Results-driven licensed insurance advisor with a proven track record in effectively promoting insurance products and policy upgrades to diverse demographics. Continuously surpasses targets for customer acquisition, retention, and growth. Adept at identifying individual needs and tailoring insurance solutions to meet client goals. Committed to providing exceptional customer service and building long-lasting relationships based on trust and reliability.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor
RBC
08.2022 - Current
- Underwrite new business, policy endorsements and renewals by obtaining all necessary information from the client relevant to pricing and risk analysis
- Perform front-line underwriting of home and auto polices
- Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge
- Educated clients on policy details, exclusions, and potential gaps in coverage
- Stayed current with ongoing continuing education courses related to insurance products, regulations, or sales techniques
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Providing assistance to new cohorts as a coach in guidance and approving UW levels as well.
Customer Service Representative
Concentrix
09.2020 - 09.2021
- Anticipated needs and resolved problems to keep customers happy
- Built trusting relationship with customers to better understand needs
- Collaborated with colleagues and co-workers to deliver quality customer experience
- Managed customer calls efficiently in fast-paced call center environment
- Trained staff on operating procedures and company services.
- Increased efficiency and team productivity by promoting operational best practices.
Customer Service Representative
TaxAnts
09.2018 - 08.2020
- Collaborated with colleagues and co-workers to deliver quality customer experience
- Anticipated needs and resolved problems to keep customers happy
- Handled customer inquiries, payments and service requests
- Answered inbound calls to handle various concerns, set appointments and close sales
- Responded to customer requests for products, services, and company information.
Education
Diploma - Business
Sheridan College
05.2020
CIP - C130 and C131
Insurance Institute
Skills
- Claims handling
- Decision making
- Team collaboration
- Analytical thinking
- Effective communication
- Risk assessment
- Time management
- Multitasking
- Managing risk
Languages
English
Certification
Leap: Coaching others
Timeline
Licensed Insurance Advisor
RBC
08.2022 - Current
Customer Service Representative
Concentrix
09.2020 - 09.2021
Customer Service Representative
TaxAnts
09.2018 - 08.2020
Diploma - Business
Sheridan College
CIP - C130 and C131
Insurance Institute
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