Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experience & Community Engagement
Languages
Timeline
Generic

Parag Gujral

Regina,Canada

Summary

Highly skilled communicator and reliable team player with a deep understanding of the insurance industry. Proven ability to establish strong connections with clients and consistently deliver exceptional service. Meticulously organized with keen attention to detail and a sharp eye for identifying potential risks and developing effective solutions. Collaborative leader who actively partners with colleagues to foster an engaged and empowering work culture. Demonstrated expertise in building and nurturing relationships, coupled with a track record of successfully managing multiple priorities while maintaining a positive attitude. Willing to take on additional responsibilities to contribute to team goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Service Agent

Allstate Canada
01.2023 - Current
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
  • Assessed customer needs and recommended suitable insurance policies.
  • Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
  • Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
  • Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
  • Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
  • Maintained up-to-date knowledge of insurance products to provide accurate information to customers.

Senior Manager

Jupiter Study Abroad Consultants Pvt Ltd
03.2020 - 11.2022
  • Forecasting and managing the budgets for sales department in order allocate the company resources
  • Identifying needs and providing the solution for the processing of the business operations
  • Assigning the responsibilities and keeping check ensuring the smooth transition of branch activities
  • To hire, train and development of employees which has increase the productivity with 80%
  • Plan, analyze and create the objectivesto maximize the reputation of the company in the market
  • Overseeing employee performance and created analyze plans for the performance of the 15 employees
  • Making critical decisions regarding the overall cycle of recruitment and selection process.

Manager

Canam Consultants Ltd
09.2018 - 02.2020
  • Supervising the operations of two allocated Branches
  • Handling all the escalation from the clients and deescalated, sorted their concerns
  • Training of the staff at regular intervals, aligning the responsibilities and ensuring the check on the performance
  • Active participations in all the educational events
  • Advising students for selecting of the most appropriate courses and institutions through counseling
  • Guidance for admissions, financials, and visa processes to the students and their families
  • Updating and publishing the reports for tracking Admissions, Visa Filing and Staff Performance
  • Working hand in hand with the other departments to provide the best solutions to the Clients.

Administration and Admission In-charge

Jupiter Study Abroad Consultants Pvt Ltd
12.2013 - 09.2018
  • Processing and applying admission for the students
  • Updating and maintaining admission tracker along with the follow ups to get the Admission Letters within the timelines for the students
  • Providing trainings to the new team members regarding the product and process
  • Identify improvement areas & formulate and implement strategic action plans to convert the warm leads into hot leads
  • Regular client interaction to understand their requirements
  • Working hand in hand with the other departments to provide the best solutions to the clients
  • Administering of inventory and stocks
  • Tracking of the attendance, leaves and punctuality of staff
  • Forecasting quarterly and annual budgets for the management
  • Manage and participate in fairs and events
  • Responsible for adhering of health and safety rules.

Education

Masters of Business - Finance and Marketing

IASE University

Bachelors of Commerce -

IASE University

Year 12 or Senior Secondary -

Year 10 or Matriculation -

Skills

  • Problem-Solving
  • Critical Thinking
  • Digital Literacy
  • Quality Assurance
  • Result Oriented
  • Relationship Building
  • Learning Agility
  • Teamwork and Collaboration
  • Positive Attitude
  • Multitasking and Organization

Certification

  • Authorized General Insurance Agent, Financial Services Regulatory Authority of Ontario (OTL)
  • Level One (1) General Insurance Agent, Alberta Insurance Council
  • Level 1 General Insurance Agent, Financial and Consumer Services Commission, New Brunswick
  • Level One (1) General Insurance Agent, Service of Nova Scotia & Internal Services

Volunteer Experience & Community Engagement

Tree Plantation (Cauvery's Call), Cauvery Shoora, Active participation in Tree Plantation (Cauvery's Call) as a Cauvery Shoora with the determination and motivation that "Every society needs individuals who will go on planting trees without thinking whether they will get to eat the fruit or not."

Languages

English
Professional Working
Hindi
Full Professional
Punjabi
Full Professional

Timeline

Insurance Service Agent

Allstate Canada
01.2023 - Current

Senior Manager

Jupiter Study Abroad Consultants Pvt Ltd
03.2020 - 11.2022

Manager

Canam Consultants Ltd
09.2018 - 02.2020

Administration and Admission In-charge

Jupiter Study Abroad Consultants Pvt Ltd
12.2013 - 09.2018

Masters of Business - Finance and Marketing

IASE University

Bachelors of Commerce -

IASE University

Year 12 or Senior Secondary -

Year 10 or Matriculation -

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Parag Gujral