Gizelle Bagheri
Montréal,Quebec
Summary
Knowledgeable and dedicated insurance broker/Trainer with extensive experience in Fashion/Fitness/Finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
Work History
Account Executive
Primaco
Montreal, Quebec
01.2024 - Current
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Negotiated contracts with clients to ensure profitable outcomes for the company.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
- Generated weekly reports on sales performance against targets for upper management review.
- Attended networking events to build relationships with potential customers.
- Participated in training sessions on topics related to sales techniques or industry regulations.
- Advised customers on best practices regarding product usage or maintenance procedures.
- Actively monitored competitor activities within assigned region and territory.
- Utilized CRM to collect, organize and manage sales data and customer information.
Personal Lines Insurance Broker
Simplassur
Montréal, Quebec
04.2022 - 06.2023
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Coordinated complex decision-making, overcoming objections to close new business.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Achieved repeat business and referrals through personalized services.
Personal Lines Insurance Broker
Fort Financial Group Inc.
Montreal, Quebec
09.2020 - 03.2022
- Interviewed prospective clients to learn about financial needs and discuss any existing coverage.
- Cultivated positive relationships with homeowners to promote continued business.
- Promoted client retention through high-quality service and follow through.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Provided information and answered questions via telephone calls and email.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Provided information and answered questions via personal meetings, telephone calls and email.
Insurance Analyst
TD INSURANCE
Montreal, Quebec
11.2019 - 09.2020
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Calculated premiums and established payment methods.
- Provided quotes and promoted products for various insurance products, including building, contents and vehicle insurance.
- Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
Medical Secretary
KINATEX
Montreal, Quebec
09.2017 - 10.2019
- Organized paperwork such as charts and reports for office and patient needs.
- Improved timely payment of bills by developing flexible payment plans for patients.
- Located, checked in and pulled medical records for patient appointments and incomplete charts.
- Completed and filed financial documentation for accounting purposes.
- Successfully scheduled patient appointments and placed reminder calls to ensure exceptional customer experience.
- Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
- Carried out front office duties utilizing data entry skills in framework of medical database.
- Received, recorded and addressed incoming and outgoing communication via telephone and email.
- Maintained office supplies inventory by checking stock and ordering new supplies as needed.
- Managed financial documentations such as expense reports and invoices.
- Collaborated with doctors to prepare and set up rooms with adequate supplies and equipment.
Membership Consultant
YM-YWHA
Montreal, Quebec
12.2014 - 05.2017
- Overcame objections with deep knowledge of membership benefits, scripted responses and persuasive communication skills.
- Conducted tours of facility to showcase features and answer questions.
- Completed all documentation quickly to facilitate quick sign-up processes.
- Developed creative sales tools, including presentations, trend reports, kitted assets, and product data sheets.
- Developed innovative and targeted collateral to support overall branding objectives.
- Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns.
- Resolved guest issues by identifying source of complaint and formulating corrective action with supervisor.
- Delivered information to visitors, including details of interest about facility, rules, policies and promotional events.
- Conducted training and change management processes to improve operations.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Developed standard operating procedures and document workflows for current and future process steps.
- Sorted incoming mail and faxes and expedited urgent correspondence for immediate attention.
- Welcomed visitors to office, communicated arrival to team and managed visit expectations.
Education
DEC - Fashion Marketing
Lasalle College
MontrealInsurance And Risk Management
Autorité Des Marchés Financiers
MontrealIntroduction To Service Excellence - Workshop
YM-YWHA
MontrealSkills
- Illustrator - InDesign - Photoshop
- Microsoft Office
- Computer proficient
- Complaint resolution
- Strategic sales knowledge
- Relationship development
- Training development aptitude
- Positive attitude
- Decision-making
- Emergency response
- Networking
- Sale expertise
- Public speaking
- Schedule management
- Hospitality service expertise
- Verbal and written communication
- New employee training
- Training methods
- Project Management
- Human Resources
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Persian
Native/ Bilingual
Arabic
Elementary
Spanish
Elementary
Timeline
Account Executive
Primaco
01.2024 - Current
Personal Lines Insurance Broker
Simplassur
04.2022 - 06.2023
Personal Lines Insurance Broker
Fort Financial Group Inc.
09.2020 - 03.2022
Insurance Analyst
TD INSURANCE
11.2019 - 09.2020
Medical Secretary
KINATEX
09.2017 - 10.2019
Membership Consultant
YM-YWHA
12.2014 - 05.2017
DEC - Fashion Marketing
Lasalle College
Insurance And Risk Management
Autorité Des Marchés Financiers
Introduction To Service Excellence - Workshop
YM-YWHA
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