Gautam Khosla
Toronto
Summary
Performance-driven Licensed Insurance Advisor with over 4 years of experience specializing in personal lines insurance, client lifecycle management, and policy servicing. Fully LLQP licensed (Life and A&S), with successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH); RIBO certification in progress.
Proficient in Applied Epic for managing end-to-end policy renewals, endorsements, claims, and client communication.
Recognized for developing strong client relationships, conducting thorough coverage assessments, and ensuring regulatory compliance across all transactions. Skilled in leading training sessions, mentoring junior staff, and collaborating with underwriting, claims, and sales teams to streamline operations.
Adept at automating workflows, improving retention rates, and maintaining accuracy in account audits and documentation.
Committed to delivering exceptional customer service and achieving results through a focused, strategic, and analytical approach.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Benson Kearley IFG
05.2022 - Current
- Managed personal lines insurance renewals and policy updates, ensuring compliance with regulatory standards.
- Utilized Applied Epic to manage end-to-end client lifecycle, including policy renewals, endorsements, certificates, and claims tracking.
- Developed and maintained strong client relationships, enhancing customer satisfaction and retention rates.
- Analyzed client needs to recommend appropriate coverage options, improving policy alignment with individual circumstances.
- Coordinated cross-functional communication between underwriting, claims, and sales teams to streamline processes.
- Trained junior staff on best practices for client interactions and policy management procedures.
- Oversaw account audits to ensure accuracy in billing and claims processing, mitigating potential errors.
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Streamlined workflow by automating routine brokerage tasks using Epic’s activity and suspense management features.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
Licensed Insurance Advisor
Manulife Financial
08.2020 - 04.2022
- My role at Manulife financial is to assist and educate potential clients with various insurance products (Health, Critical Illness, and Life Insurance) by assessing their needs and picking the best fit for them from the Company’s portfolio of products.
- The day-to-Day role entails:
- Responding to Inbound Calls/enquiries made to Manulife directly
- Processing and nurturing existing accounts.
- Utilization of consultative sales approaches to identify customer needs and advise accordingly.
- Monitoring progress on implementation and service to ensure customer satisfaction.
- Supporting Operations to provide billing instructions, as needed.
Insurance Advisor ON/AB/MB
Alliance Income Services Corp
02.2018 - 07.2020
- My role at Alliance Income Services is to assist and educate potential clients with various insurance products (Health, Critical Illness, Life and Disability) by assessing their needs and shopping the market for them, the mode of communication with clients is a blend of Telephonic, video conferencing/ Emails with the request for the same initiated by potential client on Company’s different Client Acquisition channels.
- The day-to-Day role entails:
- Identifying and developing leads through direct sales (monthly 470 – 500 leads).
- Processing and nurturing existing accounts (yearly 200 + existing accounts).
- Utilization of consultative sales approaches to identify customer needs.
- Establishing a call cycle, tracking progress, and reporting on progress through a pipeline report.
- Analyzing and qualifying opportunities, developing & executing the sales process.
- Responsible for account penetration and sales growth.
- Monitoring progress on implementation and service to ensure customer satisfaction.
- Supporting Operations to provide billing instructions, as needed.
- Creating opportunities to increase efficiency and profitability.
- Raised the bar and exceeded sales targets and expectations (monthly sales 110-120 %).
Education
PG Diploma - Auto body repair techniques
Fanshawe College
London, Ontario08.2019
PG Diploma - Operations Management
Fanshawe College
London, Ontario04.2018
Bachelor of engineering - Materials and Metallurgical
PEC university of technology
05.2016
Skills
- Problem Solving Skills
- Analytical Skills
- Punctual
- Financial Planning
- Good communication and interpersonal skills
- Insurance Planning
- Customer service skills
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Auto insurance
- Account management
Certification
- HLLQP
- RIBO
- CSC
Languages
English
Timeline
Personal Lines Account Manager
Benson Kearley IFG
05.2022 - Current
Licensed Insurance Advisor
Manulife Financial
08.2020 - 04.2022
Insurance Advisor ON/AB/MB
Alliance Income Services Corp
02.2018 - 07.2020
PG Diploma - Operations Management
Fanshawe College
Bachelor of engineering - Materials and Metallurgical
PEC university of technology
PG Diploma - Auto body repair techniques
Fanshawe College
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