Ramandeep Gakhal
SURREY,BC
Summary
Motivated and enthusiastic individual with experience of more than three years as an Insurance Advisor and experience in customer service. Seeking a Full-time Insurance Advisor position to utilize acquired skills and knowledge to provide excellent customer service and build client relationships. Possesses exceptional communication and interpersonal skills, with strong attention to detail and the ability to work collaboratively in a team environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Westland Insurance
03.2021 - Current
- Assisting clients with their daily insurance needs via phone, email, and in-person transactions
- Introducing clients to all available insurance policy options and clearly explaining them
- Promoting and selling a variety of insurance products including auto, travel, RV/pleasure-craft, EQBD, MC, tenant, condo, home, etc
- Following up with clients for renewals, pre-renewal reviews, and unpaid invoices
- Up-to-date products knowledge and adopting systematic changes
- Generating leads for potential new business by referral and community input
- Contribute to and be accountable for your team's sales success through the achievement of your individual sales goals
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- Consulted with customers to resolve service and billing issues
- Provided primary customer support to internal and external customers
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Sales Associate
PWD Division of Instore Focus Inc.
06.2018 - 05.2021
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- Consulted with customers to resolve service and billing issues.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Education
Business Management Diploma -
University of Fraser Valley
Abbotsford, BC12-2016
Skills
- Insurance products and services
- Administrative processes
- MS Office
- Detail oriented
- Attention to detail and accuracy
- Sales and marketing strategies
- Relationship building
- Customer service
Certification
Insurance Broker Association of BC
Level 2 Insurance Certificate
Accomplishments
- Have completed various targets for new business, retention, and upselling/cross-selling.
- A high Google review count proves excellent customer satisfaction.
References
Available upon request
Timeline
Insurance Advisor
Westland Insurance
03.2021 - Current
Sales Associate
PWD Division of Instore Focus Inc.
06.2018 - 05.2021
Insurance Broker Association of BC
Level 2 Insurance Certificate
Business Management Diploma -
University of Fraser Valley
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