Achieved significant growth in referral opportunities at Brokerlink by leveraging insurance product knowledge and exceptional relationship-building skills. Expert in policy analysis and underwriting principles, I streamlined application processes and crafted tailored insurance solutions, driving enhanced customer satisfaction and cross-selling success.
Hi, I’m
Priya Patel
Keswick,Ontario
Summary
Work History
Brokerlink
Personal Insurance Advisor
02.2024 - Current
Job overview
- Expanded professional network through active participation in industry events and conferences, increasing referral opportunities.
- Created customized presentations for prospective clients, showcasing the benefits of personal insurance products tailored to their needs.
- Conducted thorough policy reviews, identifying gaps in coverage and recommending suitable adjustments.
- Promoted cross-selling opportunities within the agency by collaborating closely with colleagues from other lines of business.
- Streamlined the insurance application process for clients, resulting in quicker policy issuance.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted research and identified market trends to develop better strategies for sales.
- Designed presentations and marketing materials to promote insurance products.
Education
Gujarat UniversityAhmedabad, Gujarat, India
Master of Arts from Philosophy
05.2017
University Overview
- Student Senate
- Ranked 68% in Class
Gujarat UniversityAhmedabad,Gujarat, India.
Bachelor of Arts from History And Philosophy of Science
04.2014
University Overview
- Graduation with Distinction, April 2014
Skills
- Insurance product knowledge
- Policy analysis
- Underwriting principles
- Multitasking Abilities
- Relationship Building
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Overview
1
Asking for the Sale
1
Dealing with Difficult Customer Interactions
1
Better Conversations
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Timeline
Personal Insurance Advisor
Brokerlink
02.2024 - Current
Gujarat University
Master of Arts from Philosophy
Gujarat University
Bachelor of Arts from History And Philosophy of Science
Certification
- Licensed R.I.B.O - 2025
Work Preference
Important To Me
Career advancementPersonal development programsTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit SharingWork from home optionPaid time offFlexible work hoursHealthcare benefitsWork-life balanceCompany CultureAccomplishments
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Software
ARS
EPIC
CGI
Bluebutler
Cisco Finesse
Interests
Travel
Cooking
Decoration
Similar Profiles
Natasha MeisterNatasha Meister
Insurance Broker/Receptionist at BrokerLinkInsurance Broker/Receptionist at BrokerLink
Heather HodginsHeather Hodgins
Personal Lines Insurance Broker at BrokerlinkPersonal Lines Insurance Broker at Brokerlink
Shawna Garrison-LockhartShawna Garrison-Lockhart
Insurance Advisor VIP Client Services at BrokerlinkInsurance Advisor VIP Client Services at Brokerlink