Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Houri Jahanshahrad

Toronto,ON

Summary

With a proven track record at Combined Insurance Company Of America-Head Office, I excel in insurance policy sales and client service, enhancing client retention by crafting tailored financial plans. My expertise in document verification and strong communication skills have significantly boosted approval rates. I thrive in dynamic environments, consistently delivering quality service and strategic solutions.

Overview

9
9
years of professional experience

Work History

Life Insurance Agent

Combined Insurance Company Of America-Head Office
09.2022 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.

Student Visa Advisor

Canpars
03.2016 - 03.2021
  • Streamlined the visa application process for clients, resulting in reduced wait times and increased approval rates.
  • Served as a reliable resource for colleagues, sharing insights and expertise gained through experience working on various visa types and cases.
  • Analyzed case trends to identify common challenges and develop proactive strategies for addressing them in future consultations.
  • Liaised with employers and educational institutions on behalf of clients, gathering essential documentation required for applications.
  • Provided support throughout the entire visa application process, maintaining clear communication channels with clients at all stages.
  • Trained new team members on company procedures and best practices, fostering a supportive work environment focused on quality service provision.
  • Developed comprehensive case strategies for clients facing complex immigration issues, maximizing chances of success.
  • Collaborated with fellow consultants to ensure consistency in service delivery and adherence to industry best practices.
  • Managed a high volume of cases simultaneously while maintaining strict attention to detail and meeting crucial deadlines.

Education

No Degree - Human Resources Management

George Brown College
Toronto, ON
01.2015

Master of Arts - International Relations And Development Studies

Monash University
Melbourne, Australia
10.2011

Skills

  • Insurance Policy Sales
  • In-depth product knowledge
  • Building Relationships
  • Client Service
  • Needs Assessment
  • Negotiation Tactics
  • Client Retention
  • Referral management
  • Excellent customer service
  • Strong Communication Skills
  • Decision-making capabilities
  • Document Verification
  • Sales and Marketing
  • Strong analytical skills
  • Teamwork and Collaboration
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking
  • Excellent Communication
  • Critical Thinking
  • Organizational Skills
  • Adaptability and Flexibility
  • Creative and Critical Thinking
  • Conflict Resolution
  • Microsoft Office and Docusign
  • Written Communication

Languages

English
Full Professional
Persian
Native or Bilingual

Timeline

Life Insurance Agent

Combined Insurance Company Of America-Head Office
09.2022 - Current

Student Visa Advisor

Canpars
03.2016 - 03.2021

No Degree - Human Resources Management

George Brown College

Master of Arts - International Relations And Development Studies

Monash University
Houri Jahanshahrad