Dipal Vaghela
Edmonton,AB
Summary
Achieved significant client satisfaction at HUB Financial by leveraging expert insurance product knowledge and a goal-oriented mindset. Excelled in customizing insurance solutions, enhancing client relations through personalized advice, and driving sales with strategic policy analysis. Demonstrated prowess in financial planning and customer service, fostering long-term client loyalty and expanding the customer base.
Overview
5
5
years of professional experience
Work History
Insurance Advisor
HUB Financial
07.2020 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Provide quotes and finalize insurance policies
- Analyzed customer needs to provide customized insurance solutions.
- Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
Education
Alberta Insurance Council - General Level -1 Certificate
PNC Learning
08.2024
Alberta Insurance Council - Life & Accidental And Sickness Insurance
Olivers
06.2020
Skills
- Insurance product knowledge
- Goal-oriented mindset
- Policy analysis
- Client needs analysis
- Policy Knowledge
- Financial Planning
- Customer Service
- Client Relations
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Native or Bilingual
Timeline
Insurance Advisor
HUB Financial
07.2020 - Current
Alberta Insurance Council - General Level -1 Certificate
PNC Learning
Alberta Insurance Council - Life & Accidental And Sickness Insurance
Olivers
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