Prabhu Bose
Edmonton
Summary
Results-driven Insurance Advisor with over 5 years of experience in the insurance industry. Proven track record of building strong client relationships, assessing insurance needs, and providing tailored solutions. Skilled in identifying coverage gaps, negotiating terms with insurance carriers, and ensuring clients are fully protected. Strong knowledge of various types of insurance products and regulations. Adept at analyzing complex data, communicating effectively with clients, and exceeding sales targets. Looking to leverage my expertise to help clients find the best insurance solutions for their needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance
11.2019 - 01.2025
- Delivered excellent customer service, resulting in a 90% retention rate
- Negotiated favourable terms for clients with underwriters, resulting in a 15% reduction in premiums for legacy customers
- Implemented personalized insurance strategies for clients, resulting in a 30% increase in policy adoptions
- Maintained accurate records and documentation for clients, ensuring compliance with industry regulations and standards
Owner/ Operator
Veda Cafe
09.2018 - 11.2019
- Developed and maintained positive vendor relationships, negotiating contracts and optimizing supply chains to minimize costs and maximize productivity
Financial Services Representative
CIBC
11.2015 - 06.2018
- Provided client support by helping manage their accounts and banking products
- Focused on client experience and connected on a personal level to ensure interaction was meaningful
- Discussed all credit needs (Credit Cards, Loans, Line of Credit and Mortgages)
- Minimize the banks exposure to risk contributing to an inclusive and high-performance work environment
- Recipient of Highest Achiever for a Quarter Award, numerous Client Care and Net promoter Awards
Education
MBA - Hospitality Management
HTI Hotel and Tourism Institute
09.2006
Skills
- Effective communicator
- Problem solving
- Empath
- Sales skills
- Risk Assessment
- Regulatory compliance
Certification
- General Insurance Agent
- (Previously licensed) Level 1 general license for Alberta, Saskatchewan, Nova Scotia, Yukon, Nunavut, Ontario (RIBO), New Brunswick
Timeline
Insurance Advisor
TD Insurance
11.2019 - 01.2025
Owner/ Operator
Veda Cafe
09.2018 - 11.2019
Financial Services Representative
CIBC
11.2015 - 06.2018
MBA - Hospitality Management
HTI Hotel and Tourism Institute
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