Sadiq Khan
Niagara Falls,ON
Summary
Highly motivated professional with a strong background in insurance and finance, complemented by extensive experience in customer care and sales. Adept at navigating the complexities of the insurance and financial industries, I bring a wealth of knowledge and expertise to help clients make informed decisions and secure their financial futures. Known for exceptional communication and interpersonal skills, I have a proven track record of building lasting client relationships and exceeding sales targets. With a commitment to delivering exceptional customer service and a deep understanding of financial products, I am well-equipped to contribute to the success of any organization in the insurance and finance sector. Client Solutions Manager with almost 3 years in building and furthering client relationships. Successful at boosting portfolio growth, client retention and customer satisfaction using consultative and personable approach. Strong leader focused on collaborating with internal teams and motivating staff, resulting in increased sales and ideal client experiences.
Overview
7
7
years of professional experience
Work History
Clients Solutions Manager
A.J. Gallagher Canada
Stoney Creek, ON
07.2021 - Current
- Build and maintain strong relationships with individual clients, understanding their unique insurance needs and preferences
- Regularly review clients' existing insurance policies to ensure they have appropriate coverage and make recommendations for adjustments as needed
- Design personalised insurance solutions tailored to each client's specific needs, including coverage for home, auto, life, health, and other personal insurance products
- Research and analyse insurance market trends to identify new products or opportunities that may benefit clients
- Present insurance options to clients, explaining coverage details, benefits, and costs, and making recommendations based on their circumstances
- Prepare insurance quotes and proposals, ensuring they align with clients' requirements and budgets
- Serve as a point of contact for clients in the event of a claim, helping them navigate the claims process and providing support
- Monitor policy expiration dates and proactively reach out to clients for policy renewals, making adjustments as necessary
- Evaluate clients' personal risk profiles and advise on risk management strategies
- Ensure compliance with insurance industry regulations and legal requirements in all client interactions
- Work closely with underwriters and other insurance professionals to ensure clients receive the best solutions
- Meet or exceed retention targets and goals set by the insurance agency or brokerage.
Licensed Insurance Broker
Scoop Insurance
Welland, ON
03.2019 - 07.2021
- Meet with clients to assess their insurance needs and understand their financial situation
- Evaluate and compare various insurance policies to recommend the most suitable coverage options for clients
- Stay updated on industry trends, insurance products, and regulatory changes to provide informed recommendations
- Analyze clients' risk profiles and tailor insurance packages to mitigate potential financial risks
- Customize insurance policies to meet the specific needs and budgets of clients
- Effectively explain insurance policies and coverage to clients and assist them in making informed decisions
- Complete insurance applications accurately and efficiently, ensuring all required information is provided
- Assist clients with the claims process, advocating on their behalf to expedite claims settlement
- Ensure compliance with insurance regulations, laws, and industry standards
- Maintain accurate records of client interactions, policies, and transactions
- Provide exceptional customer service by addressing inquiries, resolving issues, and maintaining strong client relationships
- Stay current with industry certifications and licenses, participating in ongoing training and education
- Meet or exceed sales targets and commission goals set by the brokerage
- Adhere to ethical and professional standards when dealing with clients and their confidential information
- Educate clients about the insurance products, their benefits, and limitations
- Develop strategies for risk management and loss prevention for commercial clients
- Identify opportunities to cross-sell related insurance products, such as life, health, or disability insurance
- Work collaboratively with colleagues and support staff to ensure smooth operations and client satisfaction.
Administrative Assistant
Wyndham Hotels & Resorts
Niagara Falls, ON
08.2018 - 03.2019
- Served as an Administrative Assistant at Wyndham Hotels & Resorts
- Provided high-level administrative support to senior executives, handling their calendars, meetings, and communication
- Managed day-to-day office operations, including office supplies, equipment maintenance, and facilities coordination
- Assisted in tracking and reconciling expenses, ensuring accurate reporting
- Welcomed and assisted guests, clients, and vendors, ensuring a positive first impression
- Coordinated and supported company events, conferences, and seminars
- Managed databases and contact lists, ensuring accuracy and up-to-date information
- Communicated with vendors, negotiated contracts, and ensured timely delivery of services
- Accurately entered and updated data in various systems and spreadsheets
- Maintained the confidentiality of sensitive company information and data
- Resolved administrative issues and challenges efficiently and effectively
- Successfully managed multiple tasks and priorities simultaneously
- Provided exceptional customer service to internal and external stakeholders
- Quickly adapted to changing priorities and requirements in a fast-paced hospitality environment.
Assistant Manager
Think & Learn Pvt. Ltd. (Byju's)
Delhi, ON
12.2017 - 03.2018
- Worked as an Assistant Manager in Byjus The Learning App
- Led and supervised a team of 6 members in the department of Business Development, ensuring their performance and productivity met or exceeded goals
- Managed various projects within the department, overseeing timelines, budgets, and resource allocation
- Identified and implemented process improvements that resulted in increased efficiency and cost savings
- Conducted training sessions and provided mentorship to team members, fostering their professional growth
- Contributed to the development of departmental and organizational strategies, aligning them with company goals and objectives
- Assisted in creating and managing the department's budget, optimizing resource allocation and controlling costs
- Maintained and developed client relationships, addressing their needs and concerns to ensure satisfaction
- Conducted performance evaluations and provided feedback to team members, setting clear goals and expectations.
Business Development Associate
Byju's
Bengaluru, Karnataka
12.2016 - 12.2017
- Involved in sales and product development activities at Byjus The Learning App
- Primary focus on K-12 segment products
- Developed content and sold it, including scripting, adaptive learning program, and products like NTSE
- Contribution to K-12 content development, adaptive learning program, and mock NTSE papers
- Developed content for the Think Tabs, a crucial aspect for the company's products
- Created content with adaptive flow questions
- Transferred content from Word documents to Moodle software using XML files
- Coded the files to ensure proper functioning on tablets
- Internship at Think and Learn Pvt Ltd was significant for both the company and personal growth
- Acknowledged the vital role of the sales team
- Key responsibility of delivering company products to the target audience
- Explaining product details and features to clients
- Sales performance directly impacts the company's daily revenue
- Learning to set and achieve targets under pressure within specified timeframes.
Education
Post-secondary education in International Business -
Niagara College
06.2019
Bachelors of Science in Civil Engineering -
Manipal University India
06.2016
Skills
- Financial Services
- Business Development
- Team management (2 years)
- Insurance sales (4 years)
- Customer service (2 years)
- Customer retention (4 years)
- Customer acquisition (4 years)
- Customer relationship management (4 years)
- Risk analysis (Less than 1 year)
- Regulatory Compliance (4 years)
- Underwriting (2 years)
- Relationship Management
- Microsoft Office (8 years)
- Sales Support
- New Hire Onboarding
Highest Education
Bachelor's Degree
Personal Information
- Total Experience: 4
- Title: Insurance and Finance Professional with Extensive Customer Care and Sales Expertise
Languages
English
Full Professional
Hindi
Professional
Spanish
Elementary
References
References available upon request.
Timeline
Clients Solutions Manager
A.J. Gallagher Canada
07.2021 - Current
Licensed Insurance Broker
Scoop Insurance
03.2019 - 07.2021
Administrative Assistant
Wyndham Hotels & Resorts
08.2018 - 03.2019
Assistant Manager
Think & Learn Pvt. Ltd. (Byju's)
12.2017 - 03.2018
Business Development Associate
Byju's
12.2016 - 12.2017
Post-secondary education in International Business -
Niagara College
Bachelors of Science in Civil Engineering -
Manipal University India
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