Iranpreet Kaur
Surrey,BC
Summary
Detail-oriented General Insurance Licensed Agent Level 2 and a college graduate with a Post Degree Diploma in International Business, finishing 6 years of work experience in September as an Insurance Advisor. I aim to leverage academic experience and a proven knowledge of customer service, back-office operations, confidential correspondence, and problem-solving skills to successfully build my career in the Insurance industry. Frequently praised as diligent and cooperative by my peers, I can be relied upon to achieve workplace’s goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Service Assistant - Commercial
BFL Canada Risk And Insurance Services Inc
10.2022 - Current
- Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date.
- Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required
- Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client.
- Create abeyance, advise Team, and follow up for outstanding items.
- Process incoming mail and direct to the appropriate person on the Team.
- Update the renewal list as required.
- Ensure all correspondence is accurate and flows in a timely manner.
- Update information in our internal management system EPIC
Client Services Advisor-Personal Lines
BFL Canada Risk And Insurance Services Inc.
10.2021 - 10.2022
- Assist with policy renewals, coverage comparisons and recommendations
- Manage accounts receivables and financed premium flows
- Assist customers with online purchasing techniques
- Help identify opportunities of improvement in online sales
- Receive incoming calls in a professional manner
- Adhere to BFL service standards and guidelines
- Recommend changes or improvements to procedures
- Update job knowledge by studying the product and participating in educational opportunities
- Other tasks as required
- Helping specifically with the Rented Strata Unit program from April 2022
- Proficient with softwares like Epic, Leo and portals of Intact/ Aviva/ Chutter / Cansure.
Personal Lines Advisor
HUB International
04.2021 - 10.2021
- Administer a Personal Insurance book of business
- Front line underwriting as well as writing new home , travel, and umbrella policies
- Contact clients for renewal information and updating information as changes occur
- Develop new business opportunities by securing renewals and cross selling new products
- Interpreting and ensuring that insurer and BC insurance council rules and regulations are followed
- Working in a team to meet the overall Personal lines team objectives
- Maintaining relations with customers and underwriters by providing transparent information and assisting place the suitable risk for the insurance providers.
Insurance Advisor
Ironwood Insurance Agencies Ltd
11.2017 - 04.2021
- Customize insurance policies to suit individual customers, often covering a variety of risks
- Calculate premiums and establish payment methods
- Perform administrative tasks such as maintaining renewal, pending records and handling policy renewals
- Placing Home/ Condominium/Tenant/Special event policies according to needs of the customers while adhering to companies’ guidelines
- Contact underwriters and submit forms to obtain binder coverage
- Answering queries regarding ICBC’s (Insurance Corporation of British Columbia) policy updates over the phone or in person
- Batching the ICBC’s auto plan transactions and managing the fleet renewals for the clients.
Trainee
Ironwood Insurance Agencies Ltd
09.2017 - 11.2017
- Learned new materials, processes, and programs quickly.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Attended training courses to build understanding of processes, techniques, and industry.
- Shadowed senior team members to learn all related jobs and tasks.
Volunteer-Special Events Volunteer
City Of Surrey
12.2022 - Current
- Provided general cleaning of venue spaces before, during, and after events.
- Utilized great communication and interpersonal skills when interacting with parties to promote smooth and efficient operations.
- Coordinated with peers to help visitors, achieving efficient operations and high customer satisfaction.
- Greeted guests and welcomed patrons in support of City of Surrey's service policy.
Volunteer-Receptionist and Admin Assistant
Canadian Red Cross
06.2019 - 02.2020
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Volunteer-Content Writer
Du Trends renamed, Mighty Mirror Youth
10.2016 - 11.2016
- Utilized exceptional writing, editing, and proofreading skills to produce engaging and error-free content.
- Completed thorough research into assigned topics.
- Edited and proofread content to confirm proper grammar, quality and consistency with AP style.
Volunteer-Secretary and Joint Secretary
Commerce Association
08.2014 - 05.2016
- Maintained daily report documents, memos and invoices.
- Volunteered to help with special projects of varying degrees of complexity.
- Created and updated records and files to maintain document compliance.
Education
Post Degree Diploma - International Business Management
Douglas College
New Westminster, BC09.2018
Bachelors of Commerce -
Punjabi University
Punjab, India07.2016
Skills
- Service Quality
- Customer Needs Assessments
- Manages billing , invoicing with technical competence and due diligence
Certification
- Level 2 Insurance Agent
- Actively working towards CAIB designation
Timeline
Volunteer-Special Events Volunteer
City Of Surrey
12.2022 - Current
Client Service Assistant - Commercial
BFL Canada Risk And Insurance Services Inc
10.2022 - Current
Client Services Advisor-Personal Lines
BFL Canada Risk And Insurance Services Inc.
10.2021 - 10.2022
Personal Lines Advisor
HUB International
04.2021 - 10.2021
Volunteer-Receptionist and Admin Assistant
Canadian Red Cross
06.2019 - 02.2020
Insurance Advisor
Ironwood Insurance Agencies Ltd
11.2017 - 04.2021
Trainee
Ironwood Insurance Agencies Ltd
09.2017 - 11.2017
Volunteer-Content Writer
Du Trends renamed, Mighty Mirror Youth
10.2016 - 11.2016
Volunteer-Secretary and Joint Secretary
Commerce Association
08.2014 - 05.2016
Post Degree Diploma - International Business Management
Douglas College
Bachelors of Commerce -
Punjabi University
Similar Profiles
Brant CakovBrant Cakov
Sr. Client Service Representative at BFL Canada Risk and Insurance Services Inc.Sr. Client Service Representative at BFL Canada Risk and Insurance Services Inc.
Hassan WaheedHassan Waheed
Professional Technology and Cyber Risks Intern at BFL CANADA Risk and Insurance Services Inc.Professional Technology and Cyber Risks Intern at BFL CANADA Risk and Insurance Services Inc.
Jennifer ArmstrongJennifer Armstrong
Client Service Manager at BFL Canada Risk and Insurance Services Inc.Client Service Manager at BFL Canada Risk and Insurance Services Inc.
Khushi DhillonKhushi Dhillon
Volunteer at Bear Creek TrainsVolunteer at Bear Creek Trains
MarieChantal Beri FannsoMarieChantal Beri Fannso
Support Worker at The Salvation Army, Gateway of HopeSupport Worker at The Salvation Army, Gateway of Hope