Preeti Ghatge
Niagara Falls,ON
Summary
Results-driven Personal Account Manager at Youngs Insurance Brokers Inc., recognized for exceptional client retention and policy coverage expertise. Proficient in EPIC and SIG XP, leveraging strong communication skills to enhance client satisfaction. Notable achievements include significant cross-selling success through strategic relationship building and underwriting knowledge. RIBO licensed with aspirations for CAIB certification to further enhance professional credentials.
Overview
26
26
years of professional experience
Work History
Personal Account Manager
Youngs Insurance Brokers Inc.
Niagara Falls, Ontario
03.2024 - Current
- Proficient in EPIC | SIG XP | Applied Rating System
- Writing Personal Lines New Business | Rewrites | Cross Selling policies to existing clients
- In depth knowledge of insurance coverages and a ability to explain in a way a commoner would understand
- Counseled prospects and policyholders on coverage, limits and regulations.
- Called or emailed lapsed clients to inquire about continuing needs.
- Promoted client retention through high-quality service and follow through.
Insurance Sales Broker
Scoop Insurance
Welland, Ontario
07.2021 - 03.2024
- Writing Personal Lines New Business Insurance for Homes| Auto| Motorcycle | Trailer |Boats with various markets: standard and sub-standard.
- Generated interest and achieved sales objectives by effectively presenting services.
- Built relationships for client growth and promotion.
Sales Associate
The Brick
Niagara Falls, Ontario
08.2020 - 07.2021
- Effectively drove sales by showcasing specialized attributes of diverse products.
- Computed purchases and received and processed cash or credit payment.
- Engaged customers in friendly, professional dialogue to determine needs.
Bartender
Sheraton On The Falls
Niagara Falls, Ontario
06.2014 - 08.2020
- Mixed and served both alcoholic and non-alcoholic drinks for patrons by following standard recipes and procedures.
- Explained goals and expectations required of trainees.
- Collected and organized daily till totals and tips.
- Worked in close collaboration with team members to ensure customers received high-quality service.
- Coached staff on strategies to enhance performance and improve customer relations.
Shift Manager
KFC & Taco Bell
Niagara Falls, Ontario
12.2013 - 04.2014
- Implemented cost-control measures to maintain budgetary guidelines.
- Assisted in resolving escalated customer service issues in a timely manner.
Bartender Supervisor
Carnival Cruise lines
USA
07.1999 - 12.2007
- Trained new bartenders on proper alcohol handling techniques and customer service etiquette.
- Stayed up-to-date on latest mixology trends, bar equipment, and sanitation standards.
- Maintained up-to-date knowledge of current drink recipes and promotions.
- Completed regular bar inventories and daily requisition sheets.
- Balanced daily registers and generated sales reports for management.
- Delegated work to staff, setting priorities and goals.
Education
Bachelor of Science - Tourism And Hotel Management
Institute of Hotel Management
Bhopal, IndiaSkills
- RIBO Licensed and working on CAIB in the near future
- Client-centric
- Excellent communication skills
- Confidence to advise and negotiate with clients and underwriters the ability to build, manage and develop relationships
- Documentation skills
- Underwriting expertise Attention to detail Detail Oriented
- Policy coverage expert
- Proactive team player
Affiliations
Positive by nature and extremely self-driven. Passionate about life and work.
Total family person, enjoy cooking for my friends and family. When I am not at work, I am either with my family or enjoying nature in the form of walks on beautiful trails, hiking or biking. Life is too short xxxx.
Education and Training
other
Timeline
Personal Account Manager
Youngs Insurance Brokers Inc.
03.2024 - Current
Insurance Sales Broker
Scoop Insurance
07.2021 - 03.2024
Sales Associate
The Brick
08.2020 - 07.2021
Bartender
Sheraton On The Falls
06.2014 - 08.2020
Shift Manager
KFC & Taco Bell
12.2013 - 04.2014
Bartender Supervisor
Carnival Cruise lines
07.1999 - 12.2007
Bachelor of Science - Tourism And Hotel Management
Institute of Hotel Management
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