Kajal Gupta
Barrie,ON
Summary
Accountable Registered Insurance Broker with excellent client management and insurance experience. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Commercial Technical Service Representative
Will Marshall Insurance Brokers Ltd.
12.2023 - Current
- Leveraged knowledge of Insurance products and services to review clients policies at Renewals for better coverages.
- Assistance with CGL, Fleet, Commercial, Auto, Home and Farm policies
- Processed insurance policy cancellations and renewals quickly to meet time targets.
- Modified, updated and processed existing policies.
- Checked documentation for accuracy and validity on updated systems.
- Maintained strong knowledge of basic Insurance terminology to better understand services and procedures.
Personal Lines Account Executive
Easy Insure
03.2023 - 11.2023
- Collected premiums on or before effective date of coverage.
- Assisting broker with the applications on Company Portals.
- Assistance with Auto Plus and MVR's
- Assistance with
- Responded to billing inquiries and other questions by phone and email.
- Customer Service
Lending Specialist
Cash4You
08.2019 - 03.2023
- Excellence in Cash Handling, Loan Application and creating strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Resolved escalated concerns using professionalism and understanding of facets of issue.
- Explained services and products to customers in friendly and engaging way.
- Created internal control of day-to-day transactions and punctually opened and closed business.
- Reviewed financial accounts for accuracy and resolved discrepancies.
- Proactively identified solutions for customers experiencing credit issues.
Education
Medical Esthetician - Biology, Medical Esthetic Services
Georgian College
Barrie, Canada12.2020
Skills
- RIBO licensed
- Insurance Knowledge (Personal & Commercial Lines)
- Talented salesperson
- Policy expertise
- Customer Service
- Proactive team player
- Client needs analysis
- Driven
- Attention to Detail
- Excellent Administrative Abilities
- Critical Thinking
- Documentation Abilities
- Account Management
Certification
RIBO
- Property & Casualty Insurance
Timeline
Commercial Technical Service Representative
Will Marshall Insurance Brokers Ltd.
12.2023 - Current
Personal Lines Account Executive
Easy Insure
03.2023 - 11.2023
Lending Specialist
Cash4You
08.2019 - 03.2023
Medical Esthetician - Biology, Medical Esthetic Services
Georgian College
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