PARMEET SINGH
MISSISSAUGA,ON
Summary
Experienced Life and Living Benefits Insurance Advisor with 6 years of customer service expertise and 3 years in the insurance industry. Specializing in insurance sales and strategy, excelling in client account management, service orientation, and possessing a persuasive communication style. Recognized as one of the top performers with multiple positive customer reviews. Educational background includes a Diploma in Accounting and currently pursuing a BBA in Finance. Holding an LLQP license, expertise includes providing guidance throughout the application and underwriting processes, customer relationship management, analytical thinking, and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Life and Living Benefits Insurance Advisor
PolicyAdvisor Brokerage (PAB) Inc.
Toronto, ON
10.2021 - Current
- Interviewed prospective clients to gather information on financial needs, explained how life insurance and related products work, and provided expert insurance advice and guidance to customers.
- Assisted customers with various digital tools and walked them through the application and underwriting process.
- Acquired proficiency in the submission of insurance applications to the top 30 insurance companies through comprehensive training encompassing application software, procedural protocols, underwriting prerequisites, and successful approval strategies.
- Regularly communicated with customers through various channels, including phone, email, web, and video chat.
- Demonstrated expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
- Acted as the main channel of feedback between customers and product teams, to drive improvements to processes and technology.
Team Leader - Concierge Security
Productive Security Inc.
Mississauga, ON
02.2020 - 10.2021
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Developed and implemented policies, procedures enforced by the property management and the board members.
- Complimented and rewarded several times by residents and visitors for outstanding customer service and professional attitude.
Licensed Insurance Advisor (part-time)
World Financial Group Canada Inc.
Toronto, ON
01.2020 - 07.2021
- Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Received underwriting approvals after accurately completing applications for insurance coverage.
Concierge Security (Condominium)
Productive Security Inc.
Mississauga, ON
01.2019 - 02.2020
- Provided excellent standard of condominium customer service and wide variety of services to the residents including amenities reservations, elevator bookings, package and parcel transfer etc.
- Followed established security and safety procedures and posted orders to include enforcement of building rules, policies and regulations.
- Documented all security-related situations and submitted in-depth reports to the building management.
- Secured personnel and premises by patrolling property and monitoring CCTV cameras, fire, building and alarm systems.
Restaurant Supervisor
Tim Hortons
Etobicoke, ON
08.2018 - 01.2019
- Provided fast, friendly and knowledgeable service to all guests, including proactively promoting specials and enhancing sales of key menu items.
- Supervised/Managed a team of 3-12 team members in a shift and Lead team members to successfully run afternoon shifts of a $1.5 million annual sale restaurant.
- Focused on controlling variable costs and prepared team members to work according to standards to achieve operational experience in the quarterly restaurant audits.
Restaurant Team Member (part-time)
Tim Hortons
Etobicoke, ON
02.2017 - 08.2018
- Welcomed and greeted all walk-in customers and served them with great patience and handled cash register transactions.
- Performed all 5 W’s tasks (welcome, what, work, wow and wave) required for the role.
- Announced as 5W King (Best in Hospitality) for year 2017.
Accounting Trainee (Co-op)
Pirzada & Company
Etobicoke, ON
03.2018 - 04.2018
- Performed and managed accounting duties along with completing 84 hours of placement.
- Responsibly handled payroll of a gas station along with recognizing its expenses and revenues and attained decent experience working on microsoft Word, excel and quickbooks software.
- Offered a position by the company after the co-op as an accounting trainee on May 1st, 2018.
Education
Bachelor of Business Administration - Finance
University of Guelph-Humber
Toronto, ON12.2024
Certificate - McGill Personal Finance Essentials
McGill University
Montreal, QC01.2021
LLQP - Insurance And Investments
Financial Services Regulatory Authority of Ontario
Mississauga, ON01.2020
Diploma - Business Accounting
Humber College
Toronto, ON05.2018
Skills
- Exceptional customer service
- Strong work ethic
- Client Prospecting
- Building Relationships
- Insurance Sales & Strategy
- Persuasive Communication Style
- Financial Needs Assessment
- Administrative Functions
- CRM Software
- Client Account Management
- Analytical Thinking
- Attention to Detail
- Service-Oriented
- Multitasking and Prioritization
Timeline
Life and Living Benefits Insurance Advisor
PolicyAdvisor Brokerage (PAB) Inc.
10.2021 - Current
Team Leader - Concierge Security
Productive Security Inc.
02.2020 - 10.2021
Licensed Insurance Advisor (part-time)
World Financial Group Canada Inc.
01.2020 - 07.2021
Concierge Security (Condominium)
Productive Security Inc.
01.2019 - 02.2020
Restaurant Supervisor
Tim Hortons
08.2018 - 01.2019
Accounting Trainee (Co-op)
Pirzada & Company
03.2018 - 04.2018
Restaurant Team Member (part-time)
Tim Hortons
02.2017 - 08.2018
Bachelor of Business Administration - Finance
University of Guelph-Humber
Certificate - McGill Personal Finance Essentials
McGill University
LLQP - Insurance And Investments
Financial Services Regulatory Authority of Ontario
Diploma - Business Accounting
Humber College
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