Francis Dhliwayo
Calgary,AB
Summary
Motivated and experienced professional with over 16-years in the insurance industry. Have recently expanded skillset to include coaching new insurance brokers. Eager to leverage my diverse skills and lifelong learning mindset to contribute to an innovative team. Persuasive Insurance Advisor with expertise in assessing client needs and advising on coverage options. Energetic and communicative professional. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Westland Insurance Group Ltd
01.2023 - Current
- Proven expertise in insurance products, service and customer needs
- Consistent top performer in sales. Duties include sales and service of personal Auto, Recreational Auto, Home, Condo, Tenant, Seasonal home, Farm and Travel insurance products.
- Proactive reviewing of policy renewals
- Go to expert broker to handle VIP clients.
Account Manager
Palmer Salmon Insurance Limited
12.2008 - 01.2023
- Increased client retention through effective account management and superior customer service
- Achieved consistent growth in the book of business, exceeding annual targets
- Streamlined policy amendment process, reducing client wait time
- Consistently exceeded new business sign ups, contributing to the company's overall growth
- Commended for minimizing loss on existing clientele
- Demonstrated self-initiative by independently managing a large portfolio of clients, resulting in increased customer satisfaction.
Education
High School Diploma -
Mzingwane
ZimbabweSkills
- Insurance product knowledge
- Quotes and sales
- Policy Renewals
- Client needs analysis
- Upselling
- Client Retention
- New Client Acquisition
- Time Management, Task Prioritization & Multitasking
- Excellent Communication
- Attention to Detail
- Adaptability and Flexibility
- Team Collaboration
- Effective Communication
- Critical and analytical Thinking
- Problem-solving aptitude
- Reliability
- Interpersonal Skills
- Continuous Improvement
- Professional Demeanor
Certification
- General Insurance Level Two (2010)
- CAIB 3
- Life Licensed (2017-2021)
Languages
English
Full Professional
Timeline
Insurance Advisor
Westland Insurance Group Ltd
01.2023 - Current
Account Manager
Palmer Salmon Insurance Limited
12.2008 - 01.2023
High School Diploma -
Mzingwane
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