Priya Vaghela
Vaughan,ON
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing Two year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance Home & Auto
03.2022 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- sharing best practices and industry knowledge to enhance team performance.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
Supervisor
Baskin Robbins & Kernels.
05.2020 - Current
- Managed team of 5 employees, overseeing hiring, training, and professional growth of employees.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Interviewed, hired and trained new employees for production positions.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Team Member
Baskin robbins & Kernels
01.2020 - 05.2022
- Exceeded goals through effective task prioritization and great work ethic.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
- Served customers and followed outlined steps of service.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Business Marketing Internship
Sheen Technology limited
05.2021 - 08.2021
- Analyzed, tracked and monitored email and direct mail campaign performance against campaign goals and budgets.
- Promoted brand strategy and message continuity across marketing communications within multiple campaigns.
- Collaborated with market development teams to create and implement content marketing campaigns and tactics.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
- Oversaw preparation of marketing copy, images, videos, emails and other collateral.
Education
Post Graduation Diploma - International Business
Humber College
Toronto, ON08.2021
Bcom - Commerce And Business Administration
GLS University
Ahmedabad, Gujarat05.2019
Skills
- Sales and marketing
- Client needs analysis
- Relationship Building
- Call Center Customer Service
- Insurance product knowledge
- Compliance Efficient
Accomplishments
Food Safety
Smart Serve
3rd in all India skating championship
1st Prize Spelling Bee Competition
Languages
English
Professional Working
Hindi
Full Professional
Gujarati
Native or Bilingual
Certification
- Other Than Life (OTL) -Insurance Agent Licensing in Ontario
Additional Information
- Compliance champion for whole 2023 Fiscal year.
- Advice SME and Compliance SME - Helping teammates how to have best advise-based conversations with clients and being complaint towards business expectations and procedures.
- Conducting team huddles to keep team up to date with business updates and participating team huddles with additional thoughts for business improvements.
Timeline
Insurance Advisor
TD Insurance Home & Auto
03.2022 - Current
Business Marketing Internship
Sheen Technology limited
05.2021 - 08.2021
Supervisor
Baskin Robbins & Kernels.
05.2020 - Current
Team Member
Baskin robbins & Kernels
01.2020 - 05.2022
Post Graduation Diploma - International Business
Humber College
Bcom - Commerce And Business Administration
GLS University
- Other Than Life (OTL) -Insurance Agent Licensing in Ontario
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