Sajal Malhotra
984 McKenzie Avenue, Victoria,BC
Summary
Accomplished Licensed Insurance Agent and Sales Manager with a proven track record in customer retention and sales optimization. Demonstrated expertise at Square One Insurance Services in driving revenue growth and enhancing customer satisfaction through strong interpersonal skills and policy adjustment knowledge. Exceptional project management and sales strategy abilities, resulting in significant achievements in cross-selling and team leadership.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Agent
Square one insurance services
Victoria, BRITISH COLUMBIA
10.2023 - Current
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, and claims accurately and timely.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Collaborated with internal teams, such as Underwriters, to ensure accuracy.
- Started working on email inquiries from clients and called them to help with their insurance needs.
Insurance Advisor
TD Insurance Home & Auto
Toronto, ON
06.2021 - 09.2023
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated premiums and established payment methods.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction.
Retail Store Sales Manager
CPVM
Toronto, ON
03.2019 - 11.2021
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
- Trained team members in successful strategies to meet operational and sales targets.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Created employee schedules to align coverage with forecasted demands.
- Managed day-to-day staffing and handled scheduling for all store employees.
- Mentored team members to enhance professional development and accountability in workplace.
- Established objectives to offer team members clear roadmap to help company achieve overall goals.
Sales Associate
Cellular Sales
Toronto, ON
02.2019 - 02.2021
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
Education
Scarborough, ON - Business Management - Entrepreneurial Enterprise
Centennial College of Applied Arts And Technology
Scarborough, ON07.2019
Delhi, India - Business Management
Amity University
Delhi, India05.2016
Skills
- Strong interpersonal skills
- Sales strategy development and implementation
- Customer service
- Customer retention skills
- Analytical Decision-Making
- Strong interpersonal skills
- Sales strategy development and implementation
- Customer service
- Customer retention skills
- Analytical Decision-Making
Accomplishments
OTL License.
Licensed in Alberta and British columbia.
Timeline
Licensed Insurance Agent
Square one insurance services
10.2023 - Current
Insurance Advisor
TD Insurance Home & Auto
06.2021 - 09.2023
Retail Store Sales Manager
CPVM
03.2019 - 11.2021
Sales Associate
Cellular Sales
02.2019 - 02.2021
Scarborough, ON - Business Management - Entrepreneurial Enterprise
Centennial College of Applied Arts And Technology
Delhi, India - Business Management
Amity University
Similar Profiles
ISHIKA SHARMAISHIKA SHARMA
IT at Square InsuranceIT at Square Insurance
DAWN MARIE WATRYDAWN MARIE WATRY
Insurance Claims Specialist/Call Center Representative at Square Mouth Travel InsuranceInsurance Claims Specialist/Call Center Representative at Square Mouth Travel Insurance
Ned DasNed Das
Maintenance Director at Genesis Rehabilitation Services, Norriton SquareMaintenance Director at Genesis Rehabilitation Services, Norriton Square