Hona Irani
Newmarket,ON
Summary
Dedicated, work-focused insurance specialist, driven to meet agency goals, build client relationships, and pioneering outreach efforts. Exceptional capacity to multitask, manage numerous, often competing priorities with ease. Able to work independently and within a team, able to lead and motivate coworkers. Outstanding interpersonal and communication skills; superior accuracy in data entry, charting, research and other documentation. Ability to respond effectively in stressful situations, demonstrated sound judgment and diplomacy.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Desjardins Insurance Agent
Sandy Mackenzie Desjardins Insurance Office
01.2022 - Current
- Meet with clients to assess their insurance needs (personal, health, life, auto, business, etc.).
- Explain insurance policies, terms, and coverage options clearly.
- Analyze client requirements and recommend appropriate insurance products.
- Customize policies to fit the client's specific risks and budget.
- Prospect for new clients via networking, cold calling, referrals, or online leads.
- Follow up with leads and convert prospects into clients.
- Assist clients with policy applications, renewals, amendments, and cancellations.
- Ensure all documentation is completed accurately.
- Guide clients through the claims process when incidents occur.
- Liaise between the client and insurance companies to help ensure smooth claim settlements.
- Identify potential risks and advise clients on how to minimize them.
- Offer risk management solutions beyond just selling policies.
- Stay up to date with different insurance products and industry regulations.
- Compare and analyze different insurance options from various carriers.
- Maintain accurate records of client interactions, policy details, and transactions.
- Ensure all processes comply with government regulations and ethical standards.
- Regularly check in with clients to ensure satisfaction and update them on new products.
- Build long-term relationships to encourage renewals and referrals.
- Attend professional development courses to keep licenses active and improve skills.
- Educate clients about emerging risks (e.g., cyber threats, new health risks).
Accountant, Bookkeeper
KryptoKorp Inc.
Newmarket, ON
01.2016 - 02.2021
- Prepared complete set of financial statements, managed account payable, account receivable and payroll.
- Maintained accurate financial records and produced financial reports.
- Received and processed payments, prepare bank deposits, and generated invoices and verified billing inputs.
Volunteer, Kindergarten
Stonehaven Elementary School
Newmarket, ON
09.2019 - 02.2020
- Help teachers and staff with document filing and organizing student profiles.
- Help students with their daily tasks and activities.
- Monitoring students during break times.
Administrative Assistant
DentureAID & Hearing Health Clinic
North York, ON
01.2012 - 11.2014
- Greeting patients with positive behavior and accommodate their inquiries.
- Working and communicating with insurance companies, ODSP, WSIB and ADP for patient payments.
- Provide reception services including booking appointments, scheduling clinic appointments for initial consultation and follow up visits, communication with clients and patients, responding to general inquiries, acquiring services for and providing information to the public and other agencies regarding services.
- Answer, screen and forward phone calls, record and relay information.
- Send invoices, receive/issue payments, order office supplies, handle and distribute mail, photocopying and filing.
- Perform clerical duties such as data entry, sending fax, filing, sorting documents and patient profiles.
Data Analyst, CO-OP
Canadian Memorial Chiropractic College (CMCC)
North York, ON
01.2011 - 01.2012
- Gathered data flow information and analyzed data interaction within the organization for the Electronic Health Record implementation.
- Identified main data sources and their impact on the current system to help improve the data flow in the implementation of the next system.
- Created data flow diagrams and reports to be used for the Electronic Health Records.
- Researched vendor options and open-source systems and presented candidates to help reduce costs within CMCC.
- Worked closely with reception desk area to monitor, collect and process patient files and processing patient payments.
Customer Service Specialist
Canada Post Retail Outlet
Richmond Hill, ON
05.2008 - 12.2010
- Handled variety of customer service, administrative tasks, quickly resolving customer issues.
- Demonstrated expertise in telephone and front-desk reception within a high-volume environment.
- Calmed upset customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
- Increased customer service throughput by 50% by training the new employees with the improved data system.
Cashier, Customer Service
Shoppers Drug Mart
Richmond Hill, ON
05.2008 - 12.2010
- Assisted customers in store and for checkout-process.
- Bagging items and requesting prices checks.
- Ringing up sales and honoring coupons.
- Collecting payments and giving appropriate changes to customers.
- Closing cash and creating balance sheets.
Customer Service Specialist
Durham College Residence
Oshawa, ON
09.2006 - 02.2008
- Dealt with student matters, coordinating with security staff and helping visitors for the Durham College Residence students.
- Served as first point-of-contact for students, staff calling or visitor's office.
- Efficiently operated residence student directory and provided prompt, courteous and knowledgeable assistance.
- Collected student payments and forms and sent them to the registrar office.
Cashier, Customer Service
Walmart
Richmond Hill, ON
09.2002 - 08.2006
- Managed transactions with customers using cash registers.
- Scanned goods and ensure accurate pricing.
- Issues receipts, refunds, exchange or redeem coupons.
- Cross-sell products and introduce new ones.
- Resolve customer complaints, guide them and provide relevant information.
- Greet customers when entering or leaving store.
- Maintain clean and tidy checkout areas.
- Track transactions and balance sheet, and report any discrepancies.
- Handle merchandise returns and exchanges.
Education
BACHELOR OF SCIENCE - Health Information Management
University of Ontario Institute of Technology
Oshawa, ONSome College (No Degree) - LLQP
Durham College
Oshawa, NoneSkills
- General Insurance Agent
- Property and Casualty
- Sales Goals
- Marketing
- Clear communication skills
- Product knowledge
- Problem solving skills
- Patience
- Positive attitude
- Listening skills
- Empathy
- Positive language
Certification
- OTL License Certification, Insurance Institute of Canada
- LLQP License Certification
- CHIMA National Certification, Canadian Health Information Management Association
- Top Research Award, University of Ontario Institute of Technology
References
Available on request.
Timeline
Desjardins Insurance Agent
Sandy Mackenzie Desjardins Insurance Office
01.2022 - Current
Volunteer, Kindergarten
Stonehaven Elementary School
09.2019 - 02.2020
Accountant, Bookkeeper
KryptoKorp Inc.
01.2016 - 02.2021
Administrative Assistant
DentureAID & Hearing Health Clinic
01.2012 - 11.2014
Data Analyst, CO-OP
Canadian Memorial Chiropractic College (CMCC)
01.2011 - 01.2012
Customer Service Specialist
Canada Post Retail Outlet
05.2008 - 12.2010
Cashier, Customer Service
Shoppers Drug Mart
05.2008 - 12.2010
Customer Service Specialist
Durham College Residence
09.2006 - 02.2008
Cashier, Customer Service
Walmart
09.2002 - 08.2006
BACHELOR OF SCIENCE - Health Information Management
University of Ontario Institute of Technology
Some College (No Degree) - LLQP
Durham College