Navneet Kaur
Dartmouth,Nova Scotia
Summary
Experienced and goal-oriented professional with a strong track record of exceeding sales targets and providing exceptional customer service in the insurance industry. Seeking a role as a Commercial Insurance Advisor to leverage proven expertise in building and retaining client relationships, analyzing complex documentation, and understanding underwriting regulations. Dedicated to delivering tailored insurance solutions, driving revenue growth, and contributing to the success of the organization.
Overview
5
5
years of professional experience
Work History
Outbound Insurance Advisor
TD Insurance
Halifax, NS
10.2023 - Current
- Exceeded monthly sales targets by 120%, consistently driving revenue growth
- Spearheaded various projects including Welcome, Retention, Potential Lead, and Lead Nurturing, contributing to overall business development.
- Provide customers with the best solutions and offer best TDI products which can help them to meet their financial needs now and in the future.
- Work towards achieving set goals while being an ambassador for innovation by offering TD's Legendary experiences and trusted advice.
Head Cashier
Home Depot
Halifax, NS
03.2022 - Current
- Assists customers in locating specific products, promptly answering their questions, and providing valuable product advice to enhance their shopping experience
- Train and mentor new team members in various aspects of cash register operation, and stock procedures.
- Managed and trained cashiers on proper cash handling procedures.
- Performed regular reconciliation of cash drawers to ensure accuracy of funds.
Senior Contact Centre Representative
TD Insurance
Halifax, NS
10.2022 - 10.2023
- Successfully managed and contributed to multiple projects, including My Insurance, EWD, TAG, AGW, Lead, Welcome, and Retention, ensuring their smooth execution
- Provided critical support for daily operations, flex team management for inbound calls, and underwriting tasks, demonstrating versatility and adaptability
- Recognized with the Q1 Spotlight Award for exceptional service, highlighting a commitment to excellence in performance and customer satisfaction.
- Act as an advice process and product expert to play a key role in addressing customer concerns should they arrive and be accountable for problem solving and raising matters to the appropriate people.
Outbound Peer Coach
TD Insurance
Halifax, NS
02.2023 - 07.2023
- Provided peer coaching to a team of 45+ advisors, fostering skill development and ensuring project success
- Offered support to advisors in multiple regions, including Ontario, West, and Atlantic, for various projects
- Managed real-time chat support for over 450 advisors, addressing queries and providing guidance
- Exhibited strong leadership qualities, guiding advisors to achieve their performance objectives by creating SMART plans.
Flex- Insurance Advisor
TD Insurance
04.2022 - 10.2022
- Played a pivotal role in various projects, including Multi Product Forgone, Multi Line Discount Reimburse, VIN validate, Electric Vehicle Hybrid Discount, Driver's training discount, Ride and drive discount, Renewals preparations, and AMG Checks
- Functioned as an Analyst, performing thorough AMG Checks with a focus on group eligibility criteria and ensuring clear activities for efficient underwriting processes
- Demonstrated exceptional analytical skills in evaluating and processing complex data and activities, contributing to project success and underwriting efficiency.
Insurance Advisor
TD Insurance
02.2021 - 04.2022
- Received the Q1 Spotlight Award and consistently won the LEI (Legendary Employee Interaction) Winner title in January, February, and March, showcasing dedication to exceptional customer service
- Delivered legendary customer experiences by expediting client contact, explaining coverage options, rights, obligations, and claims processing in alignment with TD's Residential Policies and Procedures
- Analyzed customer needs and provided tailored insurance options, effectively upselling products and services to meet clients' unique requirements and enhance their coverage.
Customer Service Representative
Walmart
10.2019 - 08.2021
- Recognized by headquarters as the top seller of Master Cards in the Atlantic region, showcasing a strong ability to drive sales and meet targets
- Achieved the distinction of being the highest donation collector for First Aid and IWK, highlighting dedication to community involvement and support
- Maintained composure and professionalism in high-stress situations, effectively diffusing tense and challenging circumstances, and ensuring smooth interactions.
Education
Post-Graduate Diploma - Global Hospitality Management
Conestoga College Institute of Technology And Advanced Learning
04.2020
Post Graduate Diploma - Global Business Management
Conestoga College Institute of Technology And Advanced Learning
01.2019
Bachelor of Arts - Geography, Sociology
Government Mohindra College
Skills
- Insurance Product Knowledge
- Communication Skills: Proficient in English, Hindi, Punjabi, Urdu
- Active Listening
- Customer Service
- Time Management
- Data Analysis
- Compliance Awareness
- Problem Solving
- Negotiation Skills
- Team work
Accomplishments
- Licensed for NS, AB, BC, MB, NB, NL, NWT, NU, ON, PEI, SK, YT.
- Actively pursued ongoing professional development by clearing C130, C131, C11, C14, C70, QC exam, OTL exam, and General Insurance exam and aiming for the CIP designation in the near future.
- Q1 spotlight award in 2022 and 2023
- Awarded for LEI champion straight for 3 months
Languages
- English
- Hindi
- Punjabi
- Urdu
Timeline
Outbound Insurance Advisor
TD Insurance
10.2023 - Current
Outbound Peer Coach
TD Insurance
02.2023 - 07.2023
Senior Contact Centre Representative
TD Insurance
10.2022 - 10.2023
Flex- Insurance Advisor
TD Insurance
04.2022 - 10.2022
Head Cashier
Home Depot
03.2022 - Current
Insurance Advisor
TD Insurance
02.2021 - 04.2022
Customer Service Representative
Walmart
10.2019 - 08.2021
Post-Graduate Diploma - Global Hospitality Management
Conestoga College Institute of Technology And Advanced Learning
Post Graduate Diploma - Global Business Management
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts - Geography, Sociology
Government Mohindra College
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