JACOB T PHILIPOSE
Vancouver
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Advisor - Personal Insurance
Acera Insurance
01.2024 - Current
- Fostered a collaborative team environment by assisting colleagues with complex policy updates and customer inquiries, ensuring timely and accurate service while enhancing overall team productivity.
- Consistently ensured accurate and timely collection of payments, maintaining strong relationships with clients while supporting smooth financial operations.
- Improved client satisfaction by proactively promoting additional products and recommending comprehensive coverage solutions, providing clients with a more complete insurance package.
INSURANCE ADVISOR
Westland Insurance
01.2022 - 01.2024
- Successfully negotiated with insurance underwriters to secure competitive rates and terms for clients, resulting in significant reduction in insurance premiums for many policyholders.
- Maintained accurate records and documentation of client interactions, policy details, and insurance claims, ensuring compliance with industry regulations and company policies.
- Consistently maintained high level of product knowledge and expertise, enabling me to effectively educate and advise clients on most suitable home and auto insurance policies for their needs
- Demonstrated proficiency in completing inventory reconciliation and ICBC batching procedures with efficiency and accuracy, resulting in timely completion and streamlined processes for inventory management and reporting.
- Successfully reduced number of outstanding balances by proactively monitoring and following up with clients through collection calls and payment reminders, resulting in significant increase in on-time payments and reduction in delinquent accounts.
INSURANCE SPECIALIST
London Drugs
08.2021 - 01.2022
- Effectively managed day-to-day ICBC transactions and provided prompt and accurate quotes to clients, resulting in high level of customer satisfaction and strong track record of successful transactions.
- Consistently maintained high level of accuracy and efficiency in batching ICBC transactions on daily basis, ensuring compliance with ICBC regulations and minimizing errors and discrepancies in transaction reporting.
- Successfully educated and assisted numerous potential customers in purchase of travel and home insurance, leveraging expert knowledge and exceptional communication skills to effectively address customer needs and drive sales growth.
- Effectively secured x-dates from potential customers, leveraging persuasive communication and strong customer relationship-building skills to generate new business for brokerage and increase volume of home insurance quotes.
ADVISOR SALES AND CUSTOMER SERVICE
Belairdirect
02.2021 - 08.2021
- Successfully facilitated changes to existing policies based on customers changing circumstances, leveraging strong interpersonal skills and deep understanding of insurance products and regulations to provide customized solutions and drive customer retention.
- Successfully achieved monthly sales targets by utilizing variety of sales and client relationship-building tactics, demonstrating exceptional sales skills and deep understanding of client needs and preferences.
- Achieved the highest number of client center sign-ups in the team by effectively encouraging customers to register, enhancing their access to online services and improving overall customer engagement
Education
Risk Management Professional Certificate - Risk Management
Simon Fraser University
Burnaby, BC06.2025
Post Degree Diploma in Business Administration -
Langara College
Vancouver, BC08.2019
BBA - Business Administration
Mahatma Gandhi University
India03.2017
Skills
- Proficient in MS word, MS Excel and PowerPoint
- Analytical
- Negotiation
- Customer service
- Problem-solving
- Quick learner
- Team Player
Certification
- Pursuing CIP Designation:
CIP - C130: Essential Skills for the Insurance Broker and Agent, Passed: July 2022
CIP - C131: Advanced Skills for the Insurance Broker and Agent, Passed: Sep 2024
- Pursuing CRM Designation
- Insurance Level 2 Agent
Timeline
Client Advisor - Personal Insurance
Acera Insurance
01.2024 - Current
INSURANCE ADVISOR
Westland Insurance
01.2022 - 01.2024
INSURANCE SPECIALIST
London Drugs
08.2021 - 01.2022
ADVISOR SALES AND CUSTOMER SERVICE
Belairdirect
02.2021 - 08.2021
Risk Management Professional Certificate - Risk Management
Simon Fraser University
Post Degree Diploma in Business Administration -
Langara College
BBA - Business Administration
Mahatma Gandhi University
Similar Profiles
Aarsh JajalAarsh Jajal
Branch Leader at Acera InsuranceBranch Leader at Acera Insurance
Samantha SpencerSamantha Spencer
Branch Team Leader at Acera InsuranceBranch Team Leader at Acera Insurance
Sherry RossSherry Ross
Commercial Insurance Executor Associate at Acera InsuranceCommercial Insurance Executor Associate at Acera Insurance
Pam LecavalierPam Lecavalier
Client Executive at Acera InsuranceClient Executive at Acera Insurance
Nola ChaseNola Chase
Front of House Employee at Merci Boulangerie BakeryFront of House Employee at Merci Boulangerie Bakery