Sahil Bansal
Mississauga,Canada
Summary
Goal-focused insurance agent, recognized for leveraging previous sales and customer service expertise to consistently surpass set sales goals. Looking to build a successful career within an ambitious organization, whilst honing new skills to better execute duties and bring value to clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
Lorrie Howe Insurance and Financial Services
Toronto, Canada
02.2026 - 03.2026
- Managing the full cycle for new business and renewal process for existing clients for Life, Health, Auto ( Commercial & Personal lines) and Property (Commercial & Personal lines).
- Recommended coverages tailored to client needs, enhancing policy relevance.
- Assisted clients with policy changes, retentions, cancellations, and amendments, ensuring compliance and satisfaction.
- Responded to billing inquiries from clients, fostering trust and clarity in account management.
- Updating customer files through agency management systems.
- Remaining informed in underwriting guidelines for Life, Health, Auto ( Commercial & Personal lines) and Property (Commercial & Personal lines).
- Meeting deadlines & targets with accuracy and efficiency.
Insurance Broker
Connex Insurances
Mississauga, Canada
05.2025 - 02.2026
- Managed new and renewal business for life, health, auto, and property insurance, ensuring comprehensive coverage for clients.
- Collaborated with 26+ insurance providers to address auto, home, and commercial insurance needs.
- Assess client needs and recommend coverage options.
- Process policy transactions and handle billing inquiries.
- Maintained accurate customer files while staying informed on industry developments to provide relevant advice.
- Meet deadlines and targets with accuracy and efficiency.
Account Manager
Desjardins- Asif Khan Insurance Agency Inc.
Mississauga, Canada
07.2022 - 04.2025
- Managed full cycle of new business and renewal process for existing clients in life, health, auto (commercial & personal lines), and property (commercial & personal lines), ensuring client satisfaction and retention.
- Recommended tailored coverages to meet specific client needs, enhancing overall client protection and satisfaction.
- Assisted clients with policy changes, retention strategies, and cancellations, fostering strong client relationships and loyalty.
- Answering inquiries regarding billing from existing clients.
- Updating customer files through agency management systems.
- Remaining informed in underwriting guidelines for Life, Health, Auto ( Commercial & Personal lines) and Property (Commercial & Personal lines).
- Meeting deadlines & targets with accuracy and efficiency.
Billing Clerk
Orkin
Ontaio, Canada
01.2022 - 03.2022
- Generated invoices, tracked and collected payments from clients, resolved billing discrepancies, and ensured compliance with accounting regulations to uphold financial integrity.
- Prepared, processed, and maintained accurate financial records and invoices to support timely billing and payments.
- Strong attention to detail, organizational skills, and basic accounting knowledge are essential for this role.
Sales Associate
Motia Group Inc.
Panchkula, India
12.2017 - 11.2019
- Documented property closings, leasing, and contracts, collected listings for client properties, and advised clients on housing market trends.
- Collaborated with mortgage brokers, real estate agents, home inspectors, lawyers, and lenders to facilitate smooth transactions.
- Advised property owners on potential damages to enhance property maintenance and value.
Education
College diploma - Business
Conestoga College
Ontario09-2021
Bachelor's - Commerce
Punjab University
09-2017
Skills
- Insurance sales
- Customer service
- Microsoft Office
- Computer skills
- Time management
- Detail oriented
- Analysis skills
- Building Relationships
- Sales
- Organizational skills
- Phone etiquette
- Communication skills
- Marketing
- Customer retention
- Call center experience
- Policy writing
- Underwriting guidelines
- Account management
- Claims processing
- Risk assessment
- Customer relationship management
- Regulatory compliance
- Insurance policy evaluation
- Problem solving
- Effective communication
- Attention to detail
- Conflict resolution
- Insurance products
- Sales strategies
- Negotiation skills
Certification
- OTL
- LLQP
Timeline
Insurance Account Representative
Lorrie Howe Insurance and Financial Services
02.2026 - 03.2026
Insurance Broker
Connex Insurances
05.2025 - 02.2026
Account Manager
Desjardins- Asif Khan Insurance Agency Inc.
07.2022 - 04.2025
Billing Clerk
Orkin
01.2022 - 03.2022
Sales Associate
Motia Group Inc.
12.2017 - 11.2019
College diploma - Business
Conestoga College
Bachelor's - Commerce
Punjab University