Summary
Overview
Work History
Education
Skills
Timeline
Generic

Neha Mangar

Oakville

Summary

Competent, quick learning and dedicated individual driven to service customers, exceed sales goals and build long-term relationships with customers. Keen to facilitate positive experiences through high-quality customer care and prompt resolution of complaints and issues.


Looking for an exciting opportunity in customer service and care.

Overview

22
22
years of professional experience

Work History

Senior Insurance Specialist

RBC Insurance
11.2023 - Current
  • · Constantly exceeding sales targets and actively working on developing and sustaining
    client relationships.
  • Networking within and outside the organization to build a strong relationships to promote referrals and better client experiences.
  • Providing clients with accurate, tailored and valuable advice to enhance their financial and estate planning.
  • Working with local businesses to help them with better and effective tax strategies for estate transfer.
  • Providing client with service and having annual touch points with them to strengthen relationships
  • Presentations and events for various businesses/ teams to help understand insurance and financial planning better.
  • Collaboration with other departments to ensure all client needs are taken care of. Inclined to providing a holistic and great client experience.
  • Regular participation in community events to promote sales and build clients.
  • Successfully strategizing the use of social media resources like LinkedIn and Facebook to establish new client contacts and generate business.
  • Worked closely with underwriters and product specialists for settlement of business.

Insurance Advisor

RBC Insurance
01.2022 - 11.2023

· Responsible for achieving sales targets and nurturing enriching client relationships by providing valuable client advice and resolving client concerns and queries.

· Delivered an exceptional client experience by establishing a trusted client-advisor relationship.

·Holistically explaining the solutions and products to clients to cover their insurance requirements and help them make an informed decision.

· Conducted presentations in banks, offices and participated in community events to promote sales and grow client base.

· Successfully used social media resources like LinkedIn and Facebook to establish client contacts and generate business

· Worked closely with underwriter for settlement of policies

Alliance Relationship Manager

25o2.in
04.2018 - 05.2019
  • Company Profile: E-Commerce cosmetic retailer. Responsible for identifying, developing and on-boarding brand partners
  • Actively managed relationship with 15+ partners
  • Maintained products and services catalogue and directed partners to the relevant information
  • Developed and negotiated legal contracts with the brands including commission structure and end payments.
  • Identified opportunities for additional sales and partnership opportunities
  • Managed operational incidents and queries to minimize friction and facilitate a seamless partner experience.

Marketing and Sales Manager

UK Inspira Ltd
02.2016 - 01.2018

Company Profile: E-Commerce accessories retailer.

  • Conducted market research and gathered business intelligence to identify market trends
  • Developed and maintained the company website www.ukinspira.com.
  • Considered business demands and customer preferences when developing pricing structures and marketing plans.
  • Built and strengthened strategic relationships with vendors
  • Designed and managed marketing and sales campaigns

Customer Service Manager

S.R. Steels
02.2011 - 02.2016
  • Company profile: Alloy Steel Foundry, Manufacturer of Steel and Stainless-Steel Castings.
  • Promptly responded to inquiries and requests from prospective
    customers.
  • Maintained up-to-date knowledge of product and service changes
  • Helped develop response templates to Work Orders and Quotation requests increasing speed of response and efficiency
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.

Owner

Clothes Mania
11.2009 - 01.2011

Company profile: Retailer for women's and kid’s clothes.

  • End to end management of the business (physical store) from inventory, ordering, pricing, sales, cash and billing reconciliation
  • Managed the sale of the profitable business along with its inventory

Customer Service Representative

Ocwen Financial Solutions
08.2003 - 09.2004

Company profile: Dealt with Flood insurance of properties in USA.

  • Conducted geographical research and determination of properties to evaluate the insurance rate.
  • Sought opportunities to up-sell and add-on additional services
  • Answered allocated inbound calls per day to address customer inquiries, resolve issues, and provide information on new products and services and directed inbound calls to designated individuals or departments

Education

Registered Insurance Broker Of Ontario - Home And Auto Insurance

FSRA
12.2021

Life License Qualification Program (LLQP) - Life Insurance

FSCO
09.2021

Bachelor of Education - Education

University Of Mumbai
06.2015

Master of Arts - English Literature

University Of Mumbai
05.2004

Bachelor of Arts - English Literature

University of Mumbai
05.2002

Skills

  • Goal-driven
  • Effective networking skills
  • Positive customer interactions
  • Strong written communication
  • Process optimization
  • Client service optimization
  • Collaborative team member
  • Skilled in Microsoft Office applications
  • Social media engagement
  • Cleared LLQP and RIBO licenses

Timeline

Senior Insurance Specialist

RBC Insurance
11.2023 - Current

Insurance Advisor

RBC Insurance
01.2022 - 11.2023

Alliance Relationship Manager

25o2.in
04.2018 - 05.2019

Marketing and Sales Manager

UK Inspira Ltd
02.2016 - 01.2018

Customer Service Manager

S.R. Steels
02.2011 - 02.2016

Owner

Clothes Mania
11.2009 - 01.2011

Customer Service Representative

Ocwen Financial Solutions
08.2003 - 09.2004

Life License Qualification Program (LLQP) - Life Insurance

FSCO

Bachelor of Education - Education

University Of Mumbai

Master of Arts - English Literature

University Of Mumbai

Bachelor of Arts - English Literature

University of Mumbai

Registered Insurance Broker Of Ontario - Home And Auto Insurance

FSRA
Neha Mangar