Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Preetjot Kaur

Brampton,ON

Summary

In-depth experience as an Insurance advisor with a proven track record at TD Bank, consistently exceeding sales targets, and achieving 100% compliance. Adept at analyzing client needs and delivering tailored solutions, showcasing strong interpersonal skills and a commitment to exceptional customer service. Recognized for proactive cross-selling techniques that enhance policy value and client satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Advisor

TD Bank
Markham, ON
06.2024 - Current
  • Achieve and consistently exceed monthly sales and retention targets for new business and renewals.
  • Educate clients on policy features, endorsements, deductibles, and discounts to improve decision-making and policy value.
  • Achieved 100% compliance in Q1 by adhering strictly to underwriting guidelines, documentation standards, and regulatory requirements.
  • Conduct in-depth policy reviews, and proactively identify coverage gaps, cross-selling additional products when appropriate.
  • Advise clients on appropriate home and auto insurance coverage, customizing policies to meet individual risk profiles and financial needs.

Easyline Specialist

TD Bank
Markham, ON
11.2022 - 06.2024
  • Responded to customer inquiries at first point of contact, providing information on bank accounts and services.
  • Exceeded quarterly LEI goal of 73.50 through tailored customer advice.
  • Achieved 100% compliance by adhering strictly to underwriting guidelines, documentation standards, and regulatory requirements.
  • Implemented communication protocols that enhanced service quality and met productivity targets consistently.
  • Demonstrated commitment to service excellence by achieving over 400% performance for digital units.
  • Selected for shadow opportunity, showcasing effective mentorship skills with colleagues.

Assistant Manager

McDonald's
Moncton
08.2020 - 10.2022
  • Implemented cost-saving measures that reduced food waste by 15% in each quarter. Successfully trained and mentored 20 new crew members, resulting in improved efficiency and customer service. Also, led a team that consistently exceeded monthly sales targets by 5%.
  • Received recognition for outstanding performance in customer satisfaction surveys consistently achieving scores above 80%. Played a key role in maintaining high standards of cleanliness and food safety, resulting in zero health code violations during inspections.

Education

Business Marketing -

St. Clair College
Windsor, ON
04.2019

Skills

  • Ability to analyze situations
  • Identify issues
  • Provide prompt and effective solutions
  • Commitment to delivering excellent customer service
  • Strong interpersonal skills
  • Proactive
  • Self-motivated
  • Exceptional organizational skills
  • Cross-selling techniques

Certification

OTL (Other Than Life) License – Scored 95%

Accomplishments

  • Certificate of Achievement – 100% Compliance Score for Q1
  • Winning League Of Legends Award - LEI score 82.31

Timeline

Insurance Advisor

TD Bank
06.2024 - Current

Easyline Specialist

TD Bank
11.2022 - 06.2024

Assistant Manager

McDonald's
08.2020 - 10.2022

Business Marketing -

St. Clair College

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Preetjot Kaur