Harjot Kaur
Surrey,BC
Summary
Industrious Insurance Executive possessing strong knowledge of insurance products paired with excellent interpersonal and recordkeeping abilities. Bringing seven years of hands-on experience leading sales department of insurance companies. Well-versed in directing department budget and designing marketing campaigns to increase sales volumes. Confident and strategic professional recognized for consistently achieving all sales targets.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Account Executive
S&S Insurance Services Ltd.
03.2020 - Current
- Guided insureds through successful residential property, commercial, auto, travel insurance completion and renewal processes.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Conferred with clients to obtain information regarding policy claims.
- Listened to customer complaints and concerns to diffuse issues by correcting errors and making adjustments.
- Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
- Collaborated with clients to reduce exposures through introduction of new products and modification of existing policies.
- Quoted current and prospective clients with several insurance companies and presented proposals.
Insurance Advisor
Insure BC
06.2018 - 03.2020
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.
- Developed and implemented strategies to maximize customer satisfaction.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Provided quotes and promoted products for building, contents and vehicle insurance.
Insurance Advisor
Western Financial Group
06.2017 - 12.2017
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Created detailed reports for management to track performance and sales.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
Associate of Arts - Applied Social Sciences And Humanities
Northern Lights College
Fort St. John, Canada04.2016
Skills
- Underwriting knowledge
- Policy analysis
- Account Retention
- Risk Management
- Loss Coverage Determination
- Direct Marketing
- Risk Mitigation
- Account Management
- Analytical Thinking
- Persuasive Negotiation
Certification
- Licensed - Level 2 Insurance Advisor [working towards obtaining CAIB designation]
Timeline
Insurance Account Executive
S&S Insurance Services Ltd.
03.2020 - Current
Insurance Advisor
Insure BC
06.2018 - 03.2020
Insurance Advisor
Western Financial Group
06.2017 - 12.2017
Associate of Arts - Applied Social Sciences And Humanities
Northern Lights College
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