Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Peter Chanda

Winnipeg,MB

Summary

I am a self-directed, enthusiastic and creative employee eager to continue researching, analyzing and developing interpersonal skills in a role that allows for the application of my current skills and a role which will facilitate the development of my new abilities.

Overview

14
14
years of professional experience

Work History

Associate Insurance Advisor II

The Cooperators
01.2017 - 12.2022
  • Developing, implementing and providing recommendations on policies, programs and initiatives to clients with a strong focus on relationship building with clients
  • Deliver solutions and products to meet client needs and support programs to build multi-line client relationships
  • Manage projects including the ability to track, monitor, and report on progress outcomes and results
  • Actively focus on prospecting by identifying and recommending additional products/services that benefit the clients
  • Achieve individual goals for client service, sales, quality and productivity and contribute to overall agency sales and growth goals
  • Respond to client questions/concerns, resolve customer concerns and escalate issues appropriately
  • Support financial services sales activities in the agency.

Commercial Sales Representative

Western Financial Group
01.2015 - 01.2016
  • Sold unique corporate insurance products to clients in a business to business sales approach
  • Generated new business by building relationships with business owners and educated them on service provided
  • Compared and analyzed commercial insurance policies advising on recommendations and coverage solutions
  • Remained up to date on product knowledge and built relationship with insurance providers
  • Monitored, measured, analyzed and reported on the effectiveness of marketing programs, adjusted strategy to improve success of the program
  • Ensured consistent corporate image through product lines, promotional materials, website and events.

Sales and Marketing Support

Monsanto Canada
01.2013 - 01.2015
  • Achieved and maintained corporate targets for products and services through the implementation of strategic marketing plans
  • Assisted in the development and management of the marketing budget
  • Boosted new business by planning and executing promotional activities including print, electronic media, tradeshow and direct mail initiatives
  • Support marketing and sales team members by coordinating the development, production and distribution of promotional materials
  • Ensure consistent corporate image throughout product lines, promotional materials, websites and events
  • Efficient processing of invoices using the SAP, building spreadsheets and creating presentations.

CSR

24-7 Intouch Call Centre
01.2012 - 01.2015

Dream Auto Finance, MB
01.2010 - 01.2012

Property Manager

Telegu Management
01.2009 - 01.2010

Education

Bachelor’s degree - Business and Administration, operations management

University of Winnipeg
2012

Accomplishments

  • Insurance Council of Manitoba (2018)
  • General Insurance agent/Broker 2
  • An insurance license that allows you sell policies outside the office and authorizes one to sign policies
  • PROFILE
  • Accountable; Committed to work excellence, accepts personal accountability and is open to suggestions for continuous improvement
  • Initiative: Agent of change whose clear vision is matched with a positive, confident and determined approach
  • Organized: Respected as a well- disciplined employee, able to manage multiple initiatives simultaneously.

Timeline

Associate Insurance Advisor II

The Cooperators
01.2017 - 12.2022

Commercial Sales Representative

Western Financial Group
01.2015 - 01.2016

Sales and Marketing Support

Monsanto Canada
01.2013 - 01.2015

CSR

24-7 Intouch Call Centre
01.2012 - 01.2015

Dream Auto Finance, MB
01.2010 - 01.2012

Property Manager

Telegu Management
01.2009 - 01.2010

Bachelor’s degree - Business and Administration, operations management

University of Winnipeg
Peter Chanda