Summary
Overview
Work History
Education
Websites
Certification
Timeline
Generic

Prasham Virani

North York,Ontario

Summary

Results-driven insurance professional with a proven track record of designing and implementing effective sales
and customer service strategies to sell auto and home insurance policies to new and existing clients. Possess a
strong work ethic, leadership, and training ability, and able to drive team success.

Overview

6
6
years of professional experience
1
1
Certification

Work History

PI Advisor

Brokerlink
05.2023 - Current
  • Responsible for writing new business policies with an emphasis on quality and efficiency dealing with confidential documents such driving records, credit information, and claims history
  • Qualify clients by evaluating risk and by analyzing technical aspects of insurance before placing with appropriate company
  • Communicate with Underwriters to assess different types of risks and their eligibility
  • Proactively create a trusting environment that fosters the sale of our products and customer retention
  • Test new sales strategies, techniques, and processes while providing feedback
  • Contribute to building business and inspiring customer loyalty by identifying and offering the most relevant products/insurance protection to achieve complete customer satisfaction
  • Keep current on underwriting rules and workflow processes
  • Actively participating in training initiatives and professional development
  • Ensure customer satisfaction and provide the best advice to help the customer make informed decisions.
  • Enhanced project success rates by implementing effective risk management strategies.
  • Helped new Brokers during their training and having them shadowing me,

Financial Analyst

Avon Rivers Ventures
05.2022 - 08.2022
  • Provide robust modeling and reporting to facilitate executive-level decision making
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Reduced risk exposure by conducting comprehensive credit analyses and recommending appropriate actions.
  • Identified new investment opportunities through thorough due diligence and evaluation of growth potential.
  • Strong analytical skills; support operations through analysis of key performance indicators and trends
  • Consensus-driven communicator; liaise across various business units and promote organizational success
  • Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software.
  • Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.

Sales Analyst

Diamond Mela Jewels Ltd
04.2018 - 07.2021
  • Conduct market research to develop new strategies
  • Analyze financial data and create strategies to trim overhead costs
  • Analyze client or customer feedback to improve the business plan
  • Create sales proposals for new and existing clients
  • Meet with new stakeholders and maintain relationships with current ones
  • Maintain positive market growth.
  • Increased sales efficiency by streamlining data analysis and reporting processes.
  • Identified new market opportunities through comprehensive industry research and analysis.
  • Enhanced profitability with thorough sales trend evaluations and strategic recommendations.
  • Supported sales team performance by creating effective tracking tools and systems for monitoring progress.
  • Developed strong relationships with clients, ensuring their needs were met and promoting repeat business.
  • Assisted in budget planning, utilizing precise revenue forecasts based on historical trends and projected growth rates.

Education

Post Graduate Certificate in Insurance Management -

Humber College
08.2023

Post Graduate Certificate in Financial Planning - Finance

Humber College
08.2022

Bachelors of Commerce - Accounting And Audit

Sydenham College of Commerce & Economics
Mumbai, India
10.2020

Websites

Certification

Registered Insurance Brokers of Canada (R.I.B.O), June 21, 2023

Timeline

PI Advisor

Brokerlink
05.2023 - Current

Financial Analyst

Avon Rivers Ventures
05.2022 - 08.2022

Sales Analyst

Diamond Mela Jewels Ltd
04.2018 - 07.2021

Post Graduate Certificate in Insurance Management -

Humber College

Post Graduate Certificate in Financial Planning - Finance

Humber College

Bachelors of Commerce - Accounting And Audit

Sydenham College of Commerce & Economics

Similar Profiles

CREATE PROFILE
Prasham Virani