Poonam Chauhan(Batth)
Brampton,Ontario
Summary
Dedicated Insurance Advisor professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Hardworking and passionate job seeker with strong organizational skills . To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Experienced Financial Analyst with over 12 years of experience in General and Life Insurance. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
17
17
years of professional experience
Work History
Auto Insurance Agent
Independent Broker
10.2019 - 01.2023
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Handled approximatel 250-300 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Drove team revenue totals by bringing in top sales numbers.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Financial Advisor
Independent Broker
04.2009 - 01.2023
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Maintained high standards of customer service by building relationships with clients.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Master of Arts - Economics
Panjab University
Chandigarh , IndiaGeneral Insurance -
RIBO
Toronto, ON09.2019
License Certificate - Life Licence
Bcc Colledge
Toronto, ON04.2009
Skills
- Customer Needs Assessments
- Payment Method
- Diagnostics Skill
- Client Account Management
- Policy Adjustment Knowledge
- Auto Insurance Sales
- Liability Determinations
- Calculating Quotes
- Health Insurance Industry Knowledge
- Product Knowledge
- Policy Management Expertise
- Team Training
- Customer Referrals
- Contract Review and Analysis
- Consultative Selling Techniques
- Customer Service
Accomplishments
Top Producer Award past Three Consecutive Years for General Insurance Business.
Received many awards from Life License Co from their different targets .
Achieved Million Dollar Round table(MDRT) Title 2021, 2022.
Timeline
Auto Insurance Agent
Independent Broker
10.2019 - 01.2023
Financial Advisor
Independent Broker
04.2009 - 01.2023
Master of Arts - Economics
Panjab University
General Insurance -
RIBO
License Certificate - Life Licence
Bcc Colledge
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