Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jay Patel

Halifax,Nova Scotia

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

6
6
years of professional experience

Work History

Insurance Agent

TD Insurance Meloche Monnex
05.2022 - 10.2023
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • 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.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.

Sales Associate

Bell Mobility
08.2021 - 04.2022
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at the point of purchase.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Generated new sales leads to achieve and exceed monthly sales goals.
  • Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.

Motivator

GoodLife Fitness
06.2021 - 04.2022
  • Displayed sensitivity to cultural and linguistic needs of clients and families served.
  • Facilitated open communication among team members, fostering strong working relationships and increased collaboration.
  • Encouraged a culture of continuous improvement by promoting employee participation in professional development opportunities and attending industry conferences.

Shift Manager

Subway Restaurant
10.2019 - 06.2021
  • Tracked receipts, employee hours, and inventory movements.
  • Located and resolved problems with team production and performance to maintain consistent quality levels.
  • Planned, organized and monitored resources to deliver efficient use of labor, equipment and materials.
  • Managed employee schedules to ensure adequate coverage during peak hours, resulting in a smoother workflow.
  • Achieved consistent customer satisfaction by addressing concerns promptly and professionally.
  • Developed strong relationships with vendors to ensure timely delivery of products while maintaining cost efficiencies.

Customer Service Cashier

Shell Gas Station
12.2019 - 02.2021
  • Referred to price sheets and special sale bulletins to enter price changes.
  • Managed cash register operations accurately, reducing the risk of shortages or overages in daily reconciliations.
  • Utilized strong product knowledge to upsell items when appropriate, boosting overall sales revenue.
  • Arranged and replenished service desk displays and merchandise racks to maintain appearance of store.

Store Supervisor

Burrito Restaurant-mexican
01.2019 - 10.2019
  • Promoted business' development by building and maintaining relationships with new clients.
  • Handled escalated customer complaints professionally, offering appropriate resolutions to ensure satisfaction and maintain positive brand reputation.
  • Answered product questions and assisted customers in selection and checkout.
  • Oversaw financial operations by monitoring expenses and reconciling bank statements.
  • Kept close eye on department employees and customers to assess theft risks and maintain loss prevention goals.

Customer Service Representative

Burrito Restaurant-mexican
01.2018 - 01.2019
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Trained staff on operating procedures and company services.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Education

Associate of Arts - Event Management

Centennial College of Applied Arts And Technology
Scarborough, ON
04.2019

Skills

  • Licensed Insurance Agent
  • Client needs analysis
  • Customer Service
  • Credit History Analysis
  • Reference selling
  • Insurance Program Analysis
  • Customer Account Review
  • Billing Inquiries
  • Policy Knowledge
  • Property insurance
  • Quotes and sales
  • Customer Complaint Resolution

Languages

English
Full Professional

Timeline

Insurance Agent

TD Insurance Meloche Monnex
05.2022 - 10.2023

Sales Associate

Bell Mobility
08.2021 - 04.2022

Motivator

GoodLife Fitness
06.2021 - 04.2022

Customer Service Cashier

Shell Gas Station
12.2019 - 02.2021

Shift Manager

Subway Restaurant
10.2019 - 06.2021

Store Supervisor

Burrito Restaurant-mexican
01.2019 - 10.2019

Customer Service Representative

Burrito Restaurant-mexican
01.2018 - 01.2019

Associate of Arts - Event Management

Centennial College of Applied Arts And Technology

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Jay Patel