Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteer Experience
References
Languages
Timeline
Generic

Manjot Gill

Surrey,BC

Summary

Experienced professional in commercial real estate with a strong background supporting senior brokers in industrial sales, office, and retail leasing. Proven expertise in insurance management, contract administration, and invoicing. Adept at providing comprehensive administrative support and ensuring regulatory compliance. Seeking to leverage skills in financial needs analysis, insurance document management, coordination with underwriters, and administrative support.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Real Estate Agent

Woodhouse Realty
Surrey, BC
12.2023 - Current
  • Created professional sales presentations to effectively communicate product quality and market comparisons.
  • Maintained strong relationships with clients and industry contacts, leading to a high referral rate and repeat business.
  • Managed real estate transactions from initiation to closing.
  • Utilized various sources to gather leads and expand the client base in real estate, and managed inbound calls from prospects in response to real estate inquiries.
  • Maintained updated knowledge of local real estate markets.

Move-In Coordinator and Closing Assistant

Bosa Properties
Surrey, BC
09.2023 - 11.2023
  • Assisted sales team and leadership in the coordination of homeowner key packages for 753 strata units in University District residential project.
  • Maintain a consistent inspection schedule for strata units, promptly reporting deficiencies and coordinating necessary repairs
  • Maintained strict client confidentiality while effectively managing and organizing numerous daily appointments.

Life Insurance Broker

Transamerica
Surrey, British Columbia
06.2021 - 07.2023
  • Maintained accurate records of all transactions pertaining to life insurance policies.
  • Recorded and tracked all client interactions, transactions, and due diligence activities in compliance with regulations to support audit processes.
  • Collaborated with underwriters to ensure proper risk assessment before issuing a policy.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Prepared and delivered presentations on life insurance products to groups and individuals.
  • Analyzed customer needs and recommended life insurance policies accordingly including critical illness, disability.

Sales Office Administrator and Broker's Assistant

Marcus & Millichap
Vancouver, BC
10.2021 - 06.2022
  • Conducted and compiled research for PowerPoint presentations, business proposals, surveys on industrial, office/retail leasing, and prepared letters, reports, and other correspondence materials
  • Coordinated with operations, sales, and legal team with conveyancing including managing expense tracking, commission invoicing processes, verifying commission details, and ensuring prompt and accurate invoicing
  • Managed day-to-day administrative operations, including screening 20+ phone and email inquiries on a daily basis, filing, receptionist and clerical duties, and ordering and distributing personal and corporate gifts.

Student Placement Administrator

Stenberg College
Surrey, BC
06.2019 - 09.2019
  • Planned placement securement cycle for Healthcare Assistant (HCA) program containing 50+ students
  • Prepared and delivered presentations on Practice Education Awareness and practicum awareness
  • Provided support and assisted the VP of Industry Relations in the development of new ideas towards project expansion in the Okanagan region.

Education

CFA (Chartered Financial Analyst) Level I Exam Candidate -

CFA Institute
Vancouver, BC

Bachelor of Science & Minor in Economics -

Simon Fraser University
Burnaby, BC

Skills

  • Client Confidentiality
  • Leasing and sales
  • Regulatory Compliance and Risk Management
  • Proficient in Microsoft Office (Word, Outlook, Excel, PowerPoint
  • BC Licensed Real Estate Agent
  • Financial Planning
  • Administrative Support
  • Sales Presentations
  • Insurance Policy Sales
  • Client Account Management

Websites

Certification

  • Real Estate Trading Services License
  • LLQP (Life License Qualification Program)
  • Canadian Ethics course for Life Insurance Agents Certificate
  • Anti-Money Laundering in the Financial Industry Certificate
  • Fraser Health Institute Certificate 'Explore Public Policy Issues'

Volunteer Experience

President, Students For Humanity, Burnaby, BC, 05/2019 - 12/2020

Spearheaded the planning and organization of events, meetings, and projects on pressing issues such as mental health awareness, youth engagement, and homelessness, Developed new strategies to increase recruitment to facilitate expansion of team, Responsible for budget planning and coordinating all projects within budget and timelines

References

References available upon request.

Languages

English
Native/ Bilingual
Punjabi
Native/ Bilingual

Timeline

Real Estate Agent

Woodhouse Realty
12.2023 - Current

Move-In Coordinator and Closing Assistant

Bosa Properties
09.2023 - 11.2023

Sales Office Administrator and Broker's Assistant

Marcus & Millichap
10.2021 - 06.2022

Life Insurance Broker

Transamerica
06.2021 - 07.2023

Student Placement Administrator

Stenberg College
06.2019 - 09.2019

CFA (Chartered Financial Analyst) Level I Exam Candidate -

CFA Institute

Bachelor of Science & Minor in Economics -

Simon Fraser University

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Manjot Gill