Manjinder Singh (RIBO, LLQP)
Kingston,ON
Summary
Results-driven Property and Casualty Insurance Broker with over 3 years of experience in property and casualty and 2 years in life and health insurance. Demonstrates expertise in risk assessment, policy negotiation, and delivering tailored coverage solutions that enhance client satisfaction. Recognized for building strong client relationships and consistently achieving sales and retention targets in fast-paced environments. Pursuing opportunities to leverage skills further in a dynamic insurance organization.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Surex Insurance
Burlington, Ontario
06.2022 - Current
- Informed clients on distinct aspects of different insurance products and services.
- Strategized long-term business objectives by bundling the policies for retention.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Researched and analyzed market trends, competitor offerings, and industry regulations.
- Utilized various software and tools to streamline processes and optimize performance.
- Assisted customers in filing claims and resolving disputes arising from policy coverage issues.
- Maintained detailed knowledge of popular national and regional insurers to efficiently compile suggestions for clients.
Life Insurance Agent
Milife
Mississauga, Ontario
02.2023 - 12.2024
- Cultivated and managed a portfolio of over 50 clients, resulting in a substantial growth in customer base by 50%.
- Achieved a faster policy issuance process by partnering with more than 15 Underwriters, reducing processing time by one day.
- Recognized chances for up-selling further products, leading to a 25% rise in policy premiums and increased customer retention.
- Built a network of referral sources such as financial advisors, estate planners, for generating leads for life insurance products.
- Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
Education
Advanced Diploma - Mechanical Tech
St. Lawrence College
Kingston05-2019
Skills
- Powerbroker
- BMS (Broker Management System)
- Compuquote
- Applied quoting software
- All carrier's portal experience
- Microsoft Excel, Word, PowerPoint
- Dash/CGI
- CRM software
Languages
English
Native/ Bilingual
Hindi
Full Professional
Punjabi
Native/ Bilingual
Certification
- RIBO
- LLQP
Timeline
Life Insurance Agent
Milife
02.2023 - 12.2024
Insurance Advisor
Surex Insurance
06.2022 - Current
Advanced Diploma - Mechanical Tech
St. Lawrence College
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