Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Khaled Alomari

Halifax,NS

Summary

Accomplished Insurance Advisor with a proven track record at TD Insurance, adept in policy analysis and delivering superior customer service. Excelled in fostering client relationships, achieving performance goals, and ensuring regulatory compliance. Skilled in negotiation and client needs analysis, consistently exceeded customer satisfaction metrics by leveraging expertise in insurance and financial products products.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Advisor

TD Inusrance
01.2024 - Current
  • Delivered exceptional customer experiences through value-based advice, fostering strong client relationships and trust.
  • Resolved customer inquiries efficiently by understanding their needs, addressing concerns with empathy, and ensuring first-contact resolution.
  • Consistently achieved performance goals, including customer satisfaction, compliance, productivity, and quality metrics.
  • Demonstrated excellent multitasking skills by navigating complex systems and applications accurately while maintaining high service standards.
  • Maintained regulatory and compliance standards, managing sensitive customer information with the utmost integrity.
  • Developed expertise in TD’s products, services, and digital tools through continuous training, enabling effective customer support and advice.
  • Communicated effectively with diverse clients and colleagues, both verbally and in writing, to enhance service delivery.

Property Manager

Alomari Property Management
02.2021 - 03.2023

Effectively planned, scheduled and coordinated general maintenance and repair projects while delivering prompt and exceptional customer service to property owners. Implemented proactive strategies for property maintenance and utilization, nurtured professional relationships with owners and ensured compliance with local zoning laws.

· Successfully accomplished repair projects for multiple properties with varying objectives, ranging from $5,000 to $25,000 budgets. Demonstrated adaptability by efficiently handling up to 3 projects simultaneously. Collaborated with diverse vendors and supervising teams of up to 5 individuals.

· Implemented proactive maintenance and improvement strategies. Negotiated vendor contracts for landscaping, snow removal and pest control services. Skilled in operating properties within budget and expense guidelines.

· Exhibited exceptional attention to detail while developing and preparing Airbnb units, guaranteed properties were optimally ready for online listings. This resulted in significant improvements to property and heightened market presence, benefiting customers and driving revenue.

Selection Sales Specialist

Nissan Oregan's
03.2020 - 02.2021

Understanding each customer’s unique needs and preferences and expertly guiding them through the car buying journey. Provided exemplary customer service and relations by handling sales negotiations and objections. Focused on driving individual sales targets at 3 to 4 vehicles per week.

· Adapted to rapidly changing markets during the pandemic. At the height of Covid lockdowns, achieved a milestone by selling 5 vehicles in a single month, demonstrating adaptability in challenging market conditions through cold calling. Additionally, maintained strong customer relationships by offering personable customer service while optimizing use of CRM tools.

· Engaged customers in sales consultations, explored various purchasing options including financing and leasing. Provided valuable insights into advantages of investing in additional products such as extended warranties, ensured customers were well informed on their investment choices.

Financial Services Representative

CIBC
02.2017 - 03.2020

Serving as first point of contact and working in a fast-paced environment. Managed an average of 40-80 inbound telephone banking calls daily, developing expertise in financial products, ensuring informed client guidance while evaluating accounts for regulatory compliance. Actively identified cross-selling opportunities, processed various financial transactions accurately and assisted clients with online banking needs.

· Supported business growth through superior client experiences and building trusted relationships by effective communication and collaboration across departments. Analyzed and reviewed accounts to identify assets and liabilities, recommended the right products enabling client’s financial success.

· Participated in weekly team meetings, shared insights on workflow and performance metrics. Provided ongoing training to new team members.

· Identified and resolved client complaints, used sound judgement and empathy, consistently aimed to exceed client expectations, maintaining loyalty and retention.

Education

BBA -

St. Francis Xavier University
Antigonish, NS
01-2016

Skills

  • Policy analysis
  • Insurance products
  • Client needs analysis
  • Customer service
  • Policy renewals
  • Licensed insurance agent
  • Property insurance
  • Negotiation
  • Customer follow-up
  • Regulatory compliance
  • Policy adjustment
  • Financial needs assessment

Languages

English
Full Professional
Arabic
Native or Bilingual

Certification

  • Licensed Insurance Agent - NS,NB,NL,PEI,ON
  • Licensed Realtor- NS
  • Foundations of Project Management- Google
  • Business Decision Making and Green Solutions, Saskatchewan Polytechnic
  • International Student Leadership, St. Francis Xavier University

Timeline

Insurance Advisor

TD Inusrance
01.2024 - Current

Property Manager

Alomari Property Management
02.2021 - 03.2023

Selection Sales Specialist

Nissan Oregan's
03.2020 - 02.2021

Financial Services Representative

CIBC
02.2017 - 03.2020
  • Licensed Insurance Agent - NS,NB,NL,PEI,ON
  • Licensed Realtor- NS
  • Foundations of Project Management- Google
  • Business Decision Making and Green Solutions, Saskatchewan Polytechnic
  • International Student Leadership, St. Francis Xavier University

BBA -

St. Francis Xavier University
Khaled Alomari