Parthip Sreenivasan Nair
Scarborough,Ontario
Summary
Dynamic Personal Lines Insurance Broker at BrokerLink with a proven track record in client relationship management and policy writing. Enhanced quoting efficiency, achieving higher conversion rates, while fostering strong rapport with underwriters. Adept at claims support, ensuring timely resolutions and maintaining financial accuracy through effective communication and risk management.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Broker
BrokerLink
700 University Avenue Suite 1000, Toronto Ontario
04.2024 - Current
- Monitored market trends and regulatory changes to stay current on industry developments affecting client policies.
- Streamlined the quoting process for efficiency, resulting in quicker response times and higher conversion rates.
- Maintained strong relationships with underwriters, facilitating better policy terms for clients.
- Assisted clients through the claims process, ensuring timely resolution and fair settlements.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
Accounts Receivable Executive
Reliance Home Comfort
2 Lansing Square, North York ON M2J 4P8
09.2023 - 03.2024
- Reviewed workflows to improve, implement, communicate and maintain AR resolution process.
- Exceeded collection targets through a proactive approach to collecting overdue funds from clients while maintaining strong relationships.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Conducted regular account reviews to identify opportunities for increasing revenue and improving cash flow management.
- Managed and responded to correspondence and inquiries from customers and vendors.
Team Member
Chick-fil-A
300 Borough Dr, Unit R001, Scarborough ON M1P 4P5
09.2022 - 06.2023
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Contributed to a positive work environment by consistently demonstrating professionalism, adaptability, and strong interpersonal skills.
- Trained new team members by relaying information on company procedures and safety requirements.
Education
Diploma - Logistics And Supply Chain Management
Centennial College of Applied Arts And Technology
Scarborough, None08-2023
Skills
- Policy writing
- Claims Support
- Client Relationship Management
- Effective communication
- Financial reconciliation
- Risk management
- Rapport building
Languages
French
Limited Working
English
Native or Bilingual
Hindi
Native or Bilingual
Certification
- RIBO Registered Insurance Broker Ontario Insurance Institute of Canada 2024
- Microsoft Office Specialist: Excel Associate 2019 Microsoft 2022
- Microsoft Word (Microsoft 365 Apps and Office 2019) Microsoft 2022
Timeline
Personal Lines Insurance Broker
BrokerLink
04.2024 - Current
Accounts Receivable Executive
Reliance Home Comfort
09.2023 - 03.2024
Team Member
Chick-fil-A
09.2022 - 06.2023
Diploma - Logistics And Supply Chain Management
Centennial College of Applied Arts And Technology