Milan Joshi
Yorkton
Summary
Persuasive Level 1 Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with one years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
Work History
Insurance Advisor
Westland Insurance Group
06.2023 - Current
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Streamlined policy renewals for clients, leading to improved retention rates.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Collaborated with underwriters to customize insurance policies for unique client needs, achieving higher sales numbers.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
- Resolved claims disputes efficiently by liaising between clients and insurance companies, maintaining high levels of customer satisfaction.
Retail Store Manager
Garam Masala Ethnic Grocery Store
12.2021 - 05.2023
- Evaluated employee performance regularly provided constructive feedback coaching opportunities improvement recognition outstanding achievements.
- Conducted market research stay abreast industry trends competitor strategies adapting store's offerings accordingly maintain a competitive edge.
- Trained team members in successful strategies to meet operational and sales targets.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Approved regular payroll submissions for employees.
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Retail Store Supervisor
Garam Masala Ethnic Grocery Store
07.2020 - 12.2021
- Achieved financial objectives by preparing budgets, scheduling expenditures, and analyzing variances.
- Analyzed operational expenses and cost of inventory to identify losses and developed strategies for increased profits.
- Answered product questions and assisted customers in selection and checkout.
- Reviewed audits and reconciled nightly sales transactions by balancing cash registers and reporting discrepancies.
- Observed and monitored store's security cameras to reduce retail crimes.
- Oversaw employees and store functions on daily basis.
- Determined layout of store merchandise for visual appeal to consumers.
- Reviewed store sale numbers, cost of inventory, operational expenses and inventory losses.
- Rectified issues with all staff departments.
- Liaised with store manager to set up visually appealing layout for store merchandise.
- Conducted inventory analysis to determine optimal stock levels.
- Secured building for closing by completing run-through of sales floor, turning off electronic systems and turning on alarm.
- Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.
- Built successful retail teams by instilling culture of collaboration and developing daily plans centered on common group goals.
- Oversaw continuous floor maintenance and recovery efforts, keeping displays and shelves customer-ready and professionally presented.
- Monitored cashiers' work and balanced registers to maintain strong financial controls.
Food Service Worker
Robins Donuts
09.2020 - 09.2021
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
- Kept register accurate through correct billing, payment processing, and cash management practices.
- Verified prepared food met standards for quality and quantity before serving to customers.
- Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
- Followed safety and sanitation policies while handling food and beverages to uphold proper health standards.
Sales Associate
Shell Canada
05.2018 - 12.2020
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
- Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
- Participated in team meetings and training sessions regularly for continuous professional development within the retail industry.
- Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at the point of purchase.
Education
Diploma- Logistics And Supply Chain Management
Fanshawe College of Applied Arts And Technology
London, ON09.2019
Diploma - Electronics And Embedded Systems Development
Fanshawe College of Applied Arts And Technology
London, ON12.2018
Bachelors Of Electronics And Communications - Electronics And Embedded Systems Development
Sankalchand Patel College of Engineering
Visnagar, Gujarat, India 03.2017
Diploma - Electronics And Computer Engineering Technology
Swami Sacchidanand Polytechnic College
Visanagar, Gujarat, India05.2014
Skills
- Policy analysis
- Claims Management
- Insurance product knowledge
- Underwriting principles
- Goal-oriented mindset
- Customer follow-up
- Leads Prospecting
- Account Management
- Policy Renewals
- Lead Development
- Claims reporting systems
- Legal Codes
- Quotes and sales
- Operations Management
- Marketing Strategies
- Goal Setting
- Adaptability
- Insurance Practices
- Multitasking
Timeline
Insurance Advisor
Westland Insurance Group
06.2023 - Current
Retail Store Manager
Garam Masala Ethnic Grocery Store
12.2021 - 05.2023
Food Service Worker
Robins Donuts
09.2020 - 09.2021
Retail Store Supervisor
Garam Masala Ethnic Grocery Store
07.2020 - 12.2021
Sales Associate
Shell Canada
05.2018 - 12.2020
Diploma- Logistics And Supply Chain Management
Fanshawe College of Applied Arts And Technology
Diploma - Electronics And Embedded Systems Development
Fanshawe College of Applied Arts And Technology
Bachelors Of Electronics And Communications - Electronics And Embedded Systems Development
Sankalchand Patel College of Engineering
Diploma - Electronics And Computer Engineering Technology
Swami Sacchidanand Polytechnic College
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