Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Parisha Patil

Mississauga

Summary

Highly motivated and results-oriented professional with a diverse background encompassing customer service, team leadership, and a recent focus on the insurance industry. Possessing two years of personal lines insurance experience and a strong foundation in client relationship management, communication, and problem-solving. Proven ability to build trust, think strategically, and collaborate effectively across teams. Currently a Licensed Insurance Advisor at RBC Insurance, dedicated to providing technical support and ensuring client satisfaction. Willingness to obtain CIP, FCIP, or CRM designations and adept at leveraging strong negotiation, analytical, and time management skills within fast-paced environments. Eager to contribute to a reputable organization, applying adaptability and a commitment to continuous learning.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Licensed Insurance Advisor

RBC Insurance
03.2023 - Current
  • Provided insurance advice and solutions to clients based on their needs through inbound calls.
  • Contacted customers to address risk-related inquiries and follow-ups.
  • Constantly provided client solutions by being a point of contact between Underwriting, Billing, and clients using phone, chat, and other means to support clients, and applying rules and guidelines.
  • Reviewed client files to enhance portfolio profitability and long-term success.
  • Analyzed reports (home inspections, motor vehicle, claims) to assess risk and claims exposure.
  • Continuously updated soft skills through e-learning and built product/industry knowledge through company provided trainings.
  • Demonstrated strong underwriting skills and leadership capabilities. Received Underwriting Silver Award in Q3 of 2024 for achieving 98-99% continuously in the quarter, maintained level 2 underwriting authority after receiving it within 6 months of employment, awarded individual RBC performance in Q3 as well as Team RBC performance in the whole of 2024, and recently received Power of Advice in Q3 of 2025.
  • Supported team and colleagues by answering their queries to access risk eligibility, provided coaching when required in the absence of team leader.
  • Thinking strategically, championing the brand, and make effective decisions.
  • Built trust, strengthened relationships with clients, and resolved client concerns at first point of contact, demonstrating relationship building through meaningful discussions
  • Developed skills, understanding, and knowledge of all contacts. Demonstrated a strong relationship of regulatory risk when underwriting and updating home & auto insurance policies
  • Utilized excellent oral and written communication skills.
  • Applied excellent decision-making and analytical skills.
  • Maintained organized and strong time management skills.
  • Demonstrated flexibility by working for evening shifts and occasional Saturdays.

Front Desk Administrator

Save Max Real Estate
12.2021 - 03.2023
  • Provided excellent customer service to clients, addressing inquiries and resolving issues effectively.
  • Utilized advanced CRM software to efficiently manage client interactions, track leads, and maintain detailed records of every conversation.
  • Developed spreadsheets and documents for the company's administrative needs utilizing Microsoft Office tools like Word, Excel, Outlook, and PowerPoint.


Lead Flight Attendant

Air India Limited
08.2015 - 06.2021
  • Led and managed domestic and international flights as a team member and eventually as a lead for over 6 years.

Education

Graduate Certificate - HR and Business Management

Algoma University
Brampton, Ontario
12.2022

Bachelors -

Padmashree Dr. D. Y Patil University

Skills

  • 2 years years experience in personal lines insurance
  • Microsoft Word, PowerPoint, Outlook and Excel
  • Proficient using Guidewire, Billing Center, Salesforce, and Tableau
  • Building connections
  • Collaboration skills
  • Strong analytical skills
  • Leading the team
  • Attention to detail
  • Strong problem-solving skills
  • Teamwork
  • Excellent oral and written communication skills
  • Handling pressure
  • Adaptability
  • Quick-learner
  • True to commitment and trustworthy
  • Accountability
  • Flexible in all situations
  • Results-oriented
  • Multi-tasking in fast-paced environment
  • Navigating multiple computer systems
  • Exceptional time management skills
  • Performance improvement
  • Efficient interpersonal skills
  • Reliable and Organized

Accomplishments

  • RBC Silver award for consistently scoring 98-99% in Underwriting in Q3 2024.
  • RBC individual performance award in Q3 for exceptional overall performance.
  • RBC Power of Advice for recent Q2 2025.
  • RBC Team performance award as a team member in Q1 of 2024.

Languages

English

Certification

  • OTL license
  • Licensed in ON, AB, BC, NB, NS, PEI, and SK.

Timeline

Licensed Insurance Advisor

RBC Insurance
03.2023 - Current

Front Desk Administrator

Save Max Real Estate
12.2021 - 03.2023

Lead Flight Attendant

Air India Limited
08.2015 - 06.2021

Graduate Certificate - HR and Business Management

Algoma University

Bachelors -

Padmashree Dr. D. Y Patil University

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Parisha Patil