Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Manveen Bhullar

Brampton,ON

Summary

Dynamic Insurance Advisor at TD INSURANCE with a results-driven approach, enhancing client satisfaction through personalized policy recommendations. Proven expertise in claims management and data analysis, mentoring new advisors to elevate team performance. Achieved significant improvements in service delivery, fostering long-lasting client relationships and ensuring comprehensive financial planning solutions.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Advisor

TD INSURANCE
07.2022 - Current
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Established long-lasting relationships with clients through proactive communication and exceptional service.
  • Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
  • Offered comprehensive financial planning services in conjunction with insurance advice, creating a one-stop-shop experience for clientele seeking holistic wealth management guidance.
  • Conducted in-depth analyses of clients'' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.

Debt Consultant

TCR CANADA
07.2021 - 07.2022
  • Reduced client debt by negotiating settlements and restructuring payment plans.
  • Fostered strong relationships with clients, leading to high satisfaction levels and referrals.
  • Conducted preliminary assessments of potential clients'' finances, determining eligibility for company''s services based on their unique circumstances.
  • Mentored new hires in the intricacies of debt consultation, instilling confidence in their ability to deliver exceptional service to clients.
  • Developed tailored strategies, effectively resolving complex client cases involving bankruptcy or litigation threats.
  • Stayed up-to-date on industry trends and regulations, ensuring compliance and best practices were consistently followed within the organization.

Inbound Sales Representative

Nordia
02.2021 - 03.2022
  • Consistently met or exceeded assigned sales quotas while maintaining excellent customer satisfaction ratings.
  • Increased product knowledge through continuous training, resulting in improved sales performance.
  • Documented details of calls and customer interactions.
  • Implemented upselling techniques effectively, driving additional revenue streams for the company.
  • Developed and maintained working knowledge of products and services to deliver timely, accurate information.

Claims Representative

Life Insurance Company
10.2019 - 09.2020
  • Worked productively in fast-moving work environment to process large volumes of claims.
  • Followed up with customers on unresolved issues.
  • Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
  • Enhanced claim processing efficiency by streamlining workflows and implementing best practices.
  • Collaborated with cross-functional teams to expedite complex claims investigations and resolutions.

Customer Service Executive

Reliance Jio
10.2016 - 02.2019
  • Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies.
  • Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
  • Expertly navigated escalating situations, leading to resolutions that satisfied both clients'' needs while adhering to company policies.
  • Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.

Education

Bachelor of Arts - Event Management

Centennial College
Scarborough, None
06-2020

Bachelor - Human Resources Development

Centennial College
Scarborough, None
03-2019

Skills

  • Results-driven approach
  • Data analysis
  • Claims administration
  • Policy evaluation
  • Goal-oriented mindset
  • Data interpretation
  • Claims management
  • Policy analysis

Accomplishments

    LLQP CERTIFIED

    OTL CERTIFIED

    ALL STARS NORDIA

Languages

English

Certification

  • Licensed OTL
  • Licensed LLQP


Timeline

Insurance Advisor

TD INSURANCE
07.2022 - Current

Debt Consultant

TCR CANADA
07.2021 - 07.2022

Inbound Sales Representative

Nordia
02.2021 - 03.2022

Claims Representative

Life Insurance Company
10.2019 - 09.2020

Customer Service Executive

Reliance Jio
10.2016 - 02.2019

Bachelor of Arts - Event Management

Centennial College

Bachelor - Human Resources Development

Centennial College

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Manveen Bhullar