Maryam Arfaei
Markham,ON
Summary
Experienced costumer service with over 17years of experience in Insurance Industry . Excellent reputation for resolving problems and improving customer satisfaction.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Personal and Commercial Line Account Manager
Stone Ridge Insurance Brokers Inc.
Richmond Hill, ON
12.2017 - Current
- Delivered services to customer locations within specific timeframes.
- Monitored company inventory to keep stock levels and databases updated.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Increased customer satisfaction by resolving issues.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Used Microsoft Word and other software tools to create documents and other communications.
- Prepared variety of different written communications, reports and documents.
- Worked with customers to understand needs and provide excellent service.
- Carried out day-to-day duties accurately and efficiently.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Personal Lines Account Executive
Connect Insurance Inc.
Concord, ON
12.2015 - 12.2017
- Generated referrals to maintain steady business.
- Worked in paperless environment to service new and existing personal line accounts.
- Responded to billing inquiries, coverage verification and other questions by phone and email.
- Marketed and sold insurance policies directly to clients.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Life Insurance Sales Manager
Desjardin Financial Security independent network
Etobicoke, ON
02.2009 - 12.2014
- Lead sales operations within an insurance company.
- Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits.
- Solicit potential buyers of policies.
- Determine discounts and premiums.
- Plan advertising budget and appropriate advertising channels.
- Supervise local and regional sales managers.
- Conduct market research.
- Delegates work as needed.
- Lead insurance agents and track performance.
- Create and implement business strategies and goals.
- Develop sales quotas.
- Minimize company risks.
- File reports of numbers of insurance quoted.
- Manage and work alongside adjusters, investigators, and appraisers.
Life and Health Insurance Advisor
Sunlife Financial
Richmond Hill, ON
02.2007 - 02.2009
- Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Used salesforce software and to maintain new and existing accounts.
- Meeting with clients.
- Offering specialized financial guidance and advice.
- Completing financial needs analyses.
- Creating and explaining customized plans.
- Utilizing knowledge of tax investment strategies.
- Assessing clients' financial portfolios.
- Analyzing clients' risk. -Encouraging clients to invest in the future.
Education
Bachelor of Science - Medical Transcription, Editing and Documentation
Tehran Medical University
Tehran Iran 07.1986
Skills
- Flexible and Adaptable
- Flexible & Adaptable
- Collaboration
- Conflict Resolution
- Customer Service
- Microsoft Office
- Decision Making
- Responsible
- MS Office
- Organization and Time Management
Certification
- Licensed Life insurance Licensed
- CHS Designation
- R.I.B.O Licensed
Timeline
Personal and Commercial Line Account Manager
Stone Ridge Insurance Brokers Inc.
12.2017 - Current
Personal Lines Account Executive
Connect Insurance Inc.
12.2015 - 12.2017
Life Insurance Sales Manager
Desjardin Financial Security independent network
02.2009 - 12.2014
Life and Health Insurance Advisor
Sunlife Financial
02.2007 - 02.2009
Bachelor of Science - Medical Transcription, Editing and Documentation
Tehran Medical University
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