Navi Aulakh
Abbotsford,BC
Summary
Insurance professional with 6 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving goals.
Overview
6
6
years of professional experience
Work History
Commercial ,Farm & Personal Lines Insurance Broker
Mid Valley Insurance Agencies Ltd.
2022.01 - Current
- Negotiated competitive pricing and coverage options with carriers on behalf of clients.
- Monitored market trends and regulatory changes to stay current on industry developments affecting client policies.
- Developed customized risk management strategies for high-net-worth clients to protect their assets effectively.
Commercial Insurance & Autoplan Insurance Advisor
HUB International Insurance Services
2020.05 - 2021.11
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Streamlined policy renewals for clients, leading to improved retention rates.
Auto Sales Representative
Johnston Meier Insurance Agencies Group
2019.06 - 2020.04
- Exceeded monthly sales quotas consistently through effective prospecting and lead follow-up strategies.
Auto Insurance Agent
HUB International Insurance Services
2018.10 - 2019.06
- Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
Education
Canadian Accredited Insurance Broker (CAIB) - Insurance
IBABC
CANADA12.2019
Master of Science - Computer
NWIET
08.2016
Skills
- Goal-Oriented
- Policy analysis
- Underwriting principles
- Claims Handling
- Loss analysis
- Relationship Building
Timeline
Commercial ,Farm & Personal Lines Insurance Broker
Mid Valley Insurance Agencies Ltd.
2022.01 - Current
Commercial Insurance & Autoplan Insurance Advisor
HUB International Insurance Services
2020.05 - 2021.11
Auto Sales Representative
Johnston Meier Insurance Agencies Group
2019.06 - 2020.04
Auto Insurance Agent
HUB International Insurance Services
2018.10 - 2019.06
Canadian Accredited Insurance Broker (CAIB) - Insurance
IBABC
Master of Science - Computer
NWIET
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