Summary
Overview
Work History
Education
Skills
Achievements & Interests
Languages
Timeline
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Aagam Shah

Vaughan,ON

Summary

Experienced insurance professional with a strong background in operations and customer advisory. Proven success in leading risk mitigation projects, improving process efficiency, and supporting high-impact initiatives across underwriting and sales. Skilled in data analysis, workflow optimization, and stakeholder collaboration within fast-paced, client-focused environments.

Overview

9
9
years of professional experience

Work History

Flex(Senior) Insurance Advisor

Td Insurance
Markham, ON
10.2022 - Current
  • Contributed to a pilot project, facilitating the underwriting team in catching up with automobile policy renewals by renewing over 3000 policies.
  • Managed diverse outbound projects including Anti theft, Extended water damage, Basement, Above Ground Water, Leads and Retention successfully.
  • Contribute to the team's success by taking on the roles of both Sales SME and LEI SME.
  • Boosted client retention by delivering top-notch services and maintaining strong follow-up processes.
  • Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
  • Established long-lasting relationships with new and existing customers through warm, personable, and knowledgeable phone interactions.
  • Acquired licenses to advise and sell insurance across multiple Canadian provinces.

Insurance Advisor

Td Insurance
Markham, ON
03.2022 - 10.2022
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Conducted research to identify ideal coverage options for customers.
  • Employed assumptive sales techniques to efficiently close and process sales.
  • Maintained detailed knowledge of popular national and regional insurers to efficiently compile suggestions for clients.
  • Engaged customers and provided high level of service by carefully explaining details about documents.

Restaurant Manager

Swiss Chalet
Guelph, ON
04.2019 - 02.2022
  • Maintained cleanliness and sanitation across all food service, storage, and preparation stations.
  • Optimized profits by controlling food, beverage, and labor costs daily.
  • Coached team members on food safety and sanitation processes, customer service, menu education, and up-selling techniques to drive revenue.
  • Updated computer systems with new pricing and daily food specials.
  • Minimized loss and misuse of equipment through proper restaurant supervision and staff training.
  • Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
  • Created new safety procedures manual that met local regulations and was disseminated to all bartenders and wait staff.
  • Assigned tasks and oversaw employees to maintain compliance with food safety procedures and quality control guidelines.
  • Developed and maintained exceptional customer service standards.
  • Maximized team performance by training new employees on proper food handling, guest expectations, and restaurant protocols.
  • Performed checkouts of servers and bartenders to ensure that all tickets were accounted for.
  • Conducted daily pre-shift and weekly departmental meetings to promote better organization and productivity.
  • Trained all front-of-house staff on restaurant policies and procedures, guest service techniques, and communication skills to ensure a positive experience.
  • Scheduled and directed staff in daily work assignments to maximize productivity.

Manager

Harvey's
London, ON
10.2018 - 04.2019
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Trained employees on additional job positions to maintain coverage of roles at all times.
  • Greeted and encouraged feedback from customers to implement in-store operational changes.
  • Cross-trained in every store role to maximize operational knowledge.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.

Food Service Manager

Gigi spice corner
London, ON
10.2017 - 10.2018
  • Kept food storage and preparation equipment in good working order to maximize safety and cost-efficiency of operations.
  • Adhered to all company food, safety, quality and sanitation policies.
  • Trained and mentored up to 10 new employees each quarter.
  • Supervised staff preparing and serving 100-500 meals per day.
  • Motivated kitchen staff by establishing goals to increase productivity and quality.

Lead Server ( Co-op)

Fairmont Chateau lake louise
Banff, AB
05.2017 - 09.2017

Team Member

Tim Horton’s
London, ON
10.2016 - 04.2017

Education

Advanced Diploma - Hospitality And Tourism Management

Fanshawe College of Applied Arts And Technology
London, ON
04.2018

Skills

  • Insurance license - ON,NL,NS,NW,NU & PE
  • Information Gathering
  • Audit Support
  • Risk Mitigation
  • Adaptable
  • Supervisory skills
  • Labor and food cost control
  • Customer-oriented
  • Hiring and training
  • Organization and prioritization
  • Bilingual
  • Brand standards promotion
  • High-energy attitude
  • Microsoft Office expertise
  • Data Analysis
  • Operations Management
  • KPI Tracking

Achievements & Interests

  • OTL License
  • First prize in Interschool cookery competition, Ahmedabad , India (2014)
  • Third prize in interschool cookery competition, Ahmedabad , India (2012)
  • Smart Serve, London, ON (2016)
  • Sanitization and safety, London, ON (2016)
  • First Aid & CPR Training (2019)
  • Travelling
  • Web browsing
  • Cricket
  • Exploring new foods

Languages

  • English (Full Professional Proficiency)
  • Hindi (Native or Bilingual proficiency)
  • Gujarati (Native or Bilingual proficiency)

Timeline

Flex(Senior) Insurance Advisor

Td Insurance
10.2022 - Current

Insurance Advisor

Td Insurance
03.2022 - 10.2022

Restaurant Manager

Swiss Chalet
04.2019 - 02.2022

Manager

Harvey's
10.2018 - 04.2019

Food Service Manager

Gigi spice corner
10.2017 - 10.2018

Lead Server ( Co-op)

Fairmont Chateau lake louise
05.2017 - 09.2017

Team Member

Tim Horton’s
10.2016 - 04.2017

Advanced Diploma - Hospitality And Tourism Management

Fanshawe College of Applied Arts And Technology
Aagam Shah