Kamaljit Kaur
Kamloops
Summary
Dynamic Personal Lines Insurance Agent with a proven track record at Hub International Insurance Brokers, excelling in client service and policy analysis. Adept at enhancing customer retention through effective communication and relationship building, while consistently achieving high satisfaction rates. Skilled in navigating insurance regulations and delivering tailored solutions to meet client needs.
Overview
6
6
years of professional experience
Work History
Personal Lines Insurance Agent
Hub International Insurance Brokers
02.2023 - 05.2024
- Assisted clients in understanding personal insurance policies and coverage options.
- Processed policy applications and renewals accurately and efficiently.
- Responded to client inquiries about claims, coverage, and policy terms.
- Conducted research on various insurance products to provide informed recommendations.
Supervisor
Tim Hortons
02.2018 - 08.2021
- Supervised daily operations, ensuring compliance with safety standards and operational protocols.
- Trained new team members on equipment usage and best practices for efficiency.
- Monitored workflow to identify areas of improvement and implemented corrective actions.
- Coordinated scheduling to optimize staffing levels during peak operational periods.
Education
Post Baccalaureate Diploma in Human Resources Mana
Thompson Rivers University
Kamloops12.2019
Master of Science - Physics
Panjab University Chandigarh
Panjab India06.2014
Skills
- Client service
- Mentorship
- Mentoring
- Policy analysis
- Negotiation
- Performance tracking
- Salesmanship
- Insurance regulations
- Market trend expertise
- Solicitation
- Customer service
- Insurance sales
- Appointment management
- Product knowledge
- Customer retention
- Team training and development
- Customer needs assessment
- Risk management
- Email marketing
- Account management
- New business development
- Client retention
- Case study presentations
- Exposure determination
- Insurance sales strategy
- Private insurance
- New policy quotations
- Policy adjustment
- Policy management expertise
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Quotes and sales
- Reliability
- Critical thinking
- Organizational skills
- Team collaboration
- Team leadership
- Active listening
- Customer follow-up
- Effective communication
- Adaptability and flexibility
- Decision-making
- Customer engagement
- Client needs analysis
- Relationship building
- Data entry
- Self motivation
- Interpersonal skills
- Client relations
- Analytical thinking
- Conflict resolution
- Goal setting
- Risk assessment
- Policy changes
- Customer complaint resolution
- Auto insurance
- Customer account review
- Strategic planning
- Policy renewals
Languages
English
Professional Working
Timeline
Personal Lines Insurance Agent
Hub International Insurance Brokers
02.2023 - 05.2024
Supervisor
Tim Hortons
02.2018 - 08.2021
Post Baccalaureate Diploma in Human Resources Mana
Thompson Rivers University
Master of Science - Physics
Panjab University Chandigarh