Fatemehsadat Alavi
North Vancouver,BC
Summary
Insurance Advisor with well-rounded experience offering insurance sales and service to clients. Detailed when interviewing customers to understand needs, provide options, and offer advice. Deep knowledge of internal and external underwriting policies. Long performance history of meeting sales targets to achieve performance goals.
Overview
5
5
years of professional experience
Work History
Insurance Advisor
Arman Tadbir Fartak Brokerage Company
Mashhad, Iran
2018.05 - 2023.06
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Maintained accurate records of client profiles, policy details, and payment histories.
- Educated clients on the features of various insurance products and services.
- Responded promptly to customer inquiries via phone, email, or online chat platforms.
- Ensured compliance with legal regulations related to insurance policies.
- Reviewed renewal documents and updated customer information as needed.
- Assisted customers in filing claims and resolving disputes arising from policy coverage issues.
- Negotiated terms and conditions of policies with clients to obtain best possible coverage at lowest cost.
- Advised customers on changes in existing policies or new options available in the market.
- Conducted interviews with potential customers to assess their insurance needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
Education
Certificate - Fundamentals of Insurance
IBABC EDUCATION
Vancouver, BC2024-08
Certificate - Life Insurance ( LLQP )
Insurance Council British Columbia( ICBC )
Vancouver, BC2024-03
Bachelor of Science - Project Management
Khavaran Institute of Higher Education
Mashhad, Iran2016-01
Certificate - International Computer Driving License ( ICDL )
Iranian Academic Organization For Education
Mashhad, Iran2012-11
Skills
- Claims Management
- Data Interpretation
- Financial Planning
- Policy analysis
- Client Retention
- Client Relations
- Customer follow-up
- Negotiation abilities
- Insurance sales strategy
- Life Insurance
Languages
Persian
Native/ Bilingual
English
Professional
Timeline
Insurance Advisor
Arman Tadbir Fartak Brokerage Company
2018.05 - 2023.06
Certificate - Fundamentals of Insurance
IBABC EDUCATION
Certificate - Life Insurance ( LLQP )
Insurance Council British Columbia( ICBC )
Bachelor of Science - Project Management
Khavaran Institute of Higher Education
Certificate - International Computer Driving License ( ICDL )
Iranian Academic Organization For Education
Similar Profiles
FARANAK MIRZAEIFARANAK MIRZAEI
Sales Associate at Tosee Va Armaghan Honar FartakSales Associate at Tosee Va Armaghan Honar Fartak
Maryam TahmasebmirzaMaryam Tahmasebmirza
Financial Analyst at Zirsakht Fanavari Khalagh Fartak AmouzeshFinancial Analyst at Zirsakht Fanavari Khalagh Fartak Amouzesh
Taraneh TayebiTaraneh Tayebi
Site Engineer at Petro Cowar TadbirSite Engineer at Petro Cowar Tadbir