Harsh Vavdiya
306-11615 28 Avenue, Edmonton,AB
Summary
Accomplished Individual with a proven track record as Insurance Advisor, enhancing policy retention rates and exceeding sales targets. Expert in underwriting principles and customer service, excel in underwriting requirements. Leveraged skills in multitasking and decision-making to surpass KPIs, demonstrating a strong ability to adapt and thrive in fast-paced environments. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Line Insurance Broker
BrokerLink (Edmonton, Alberta)
01.2024 - Current
- Helping Customers with their Insurance needs. Providing Personal lines quotes for Auto, Home and required product lines.
- Accessing & Performing front line underwriting. Pulling A+ Reports from Dash Technologies & Ordering MVR from CGI to match customers records.
- Proving excellent customer service & exceeding daily, monthly & yearly KPI & Sales Targets.
- Worked with various technical systems such as Contact PL, Cisco, EPIC Broker Portal, Applied Rating System, ITV Dwelling & IPTV Dwelling Calculator, DASH, CGI & Viva Engage.
- Monitored market trends and regulatory changes to stay current on industry developments affecting client policies.
- Improved policy retention rates through attentive service and regular touchpoints with clients.
- Maintaining excellent relations with clients and underwriters. Getting approval for clients or sending required documentation to underwriters for clients information.
- Team player, helped & advised new advisors coming to the role about EPIC & Intact Contact PL System and any other technical support as required.
Insurance Advisor
TD Insurance Meloche Monnex (Markham, Ontario)
04.2022 - 01.2024
- Handled high volume of inbound calls from prospective customers during peak periods while maintaining excellent attention to detail and professional rapport.
- Developed comprehensive understanding of various insurance products and regulations, ensuring accurate information was provided to clients during the sales process.
- used various technical platform to generate insurance quotes for customers such as Genesis, Policy Center, Billing Center, LMS & Agent Desktop.
- Participated in ongoing professional development opportunities, staying current on industry trends and product offerings to better serve clients.
- Exceeded sales targets consistently by employing effective sales strategies and leveraging industry knowledge to close deals.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Store Supervisor
Shoppers Drug Mart (Toronto, Ontario)
08.2019 - 04.2021
- Increased cashier efficiency through hands-on coaching sessions focused on improving speed, accuracy, and customer interactions.
- Maximized efficiency in checkout lines by effectively managing cashier schedules during peak hours.
- Resolved customer issues for front-line and departments throughout store by employing strong operations knowledge and problem-solving abilities.
- Optimized store performance by coordinating with other department supervisors to ensure seamless communication and teamwork.
- Trained cashiers on organizational policies, cash handling and customer service to maintain highly skilled team.
- Monitored areas for security issues and safety hazards.
- Maintained clean, adequately stocked, and organized store by streamlining daily operations and introducing new procedures.
- Marked-down clearance items and relocated merchandise to proper store areas.
Education
Bachelor of Science - Mechanical Design Technology
Centennial College of Applied Arts And Technology
Scarborough, ON06.2019
Bachelor of Engineering - Mechanical Engineering
V.V.P Engineering College
Rajkot, Gujarat, India.06.2017
Skills
- Underwriting principles
- Insurance sales
- Goal-Oriented
- Customer Service
- Account Retention
- Team training and development
- Teamwork and Collaboration
- Problem-Solving
- Multitasking Abilities
- Time Management
- Decision-Making
- Data Entry
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Certification
Alberta General Insurance : Level 1
Alberta General Insurance : Level 2 (Pursuing)
Timeline
Personal Line Insurance Broker
BrokerLink (Edmonton, Alberta)
01.2024 - Current
Insurance Advisor
TD Insurance Meloche Monnex (Markham, Ontario)
04.2022 - 01.2024
Store Supervisor
Shoppers Drug Mart (Toronto, Ontario)
08.2019 - 04.2021
Bachelor of Science - Mechanical Design Technology
Centennial College of Applied Arts And Technology
Bachelor of Engineering - Mechanical Engineering
V.V.P Engineering College
Alberta General Insurance : Level 1
Alberta General Insurance : Level 2 (Pursuing)
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