Santhosh Pillai
Oshawa,Canada
Summary
OTL-licensed insurance sales and customer service professional adept at driving customer retention through effective policy inquiries and solutions. Experienced in maintaining compliance and professionalism in high-volume environments, fostering strong relationships while accurately addressing coverage needs and service requests.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Sales and Customer Service Agent
belairdirect
Toronto, Canada
2026.05 - Current
- OTL-licensed Sales and Customer Service Agent providing support for insurance customers, including policy inquiries, coverage questions, and service requests.
- Explained auto and property insurance products, assessed customer coverage needs, and recommended suitable solutions to enhance customer understanding and satisfaction.
- Facilitated policy changes, renewals, and billing inquiries while ensuring timely follow-up, contributing to improved customer retention.
- Managed customer interactions with professionalism, accuracy, and regulatory compliance in a fast-paced insurance service environment, ensuring customer trust and satisfaction.
Mobile Mortgage Specialist
DUCA Financial Credit Union
Toronto, Canada
2021.01 - 2026.05
- Advised customers on financial solutions, fostering strong service-based relationships that enhanced customer satisfaction.
- Recommended suitable products aligned with customer needs, ensuring compliance and accuracy in all transactions.
- Managed inquiries via phone, email, and virtual channels, ensuring timely follow-up and clear communication to resolve customer issues effectively.
Financial Advisor
TD Canada Trust
Whitby, Canada
2018.06 - 2020.12
- Identified client needs and recommended tailored solutions to drive retention and achieve sales goals.
- Guided customers on products, services, account updates, and issue resolution to enhance satisfaction.
- Ensured compliance and accuracy while maintaining professionalism in all customer interactions.
Small Business Banking Resource Officer
TD Canada Trust
Markham, Canada
2015.06 - 2018.06
- Resolved complex customer service issues, enhancing customer satisfaction and supporting front-line teams with product guidance.
- Managed inquiries and documentation accurately, ensuring seamless operations across multiple systems.
- Managed daily operations in a fast-paced banking environment.
- Assisted clients with account inquiries and transactions efficiently.
- Processed loan applications and verified customer information accurately.
Small Business Specialist
TD Canada Trust
Markham, Canada
2013.10 - 2015.06
- Engaged customers to identify needs and recommend tailored solutions, enhancing customer satisfaction.
- Drove sales growth through targeted outreach, strategic referrals, and strong relationship-building efforts.
- Assessed small business needs to provide tailored financial solutions.
- Developed strong relationships with clients to understand their banking requirements.
- Facilitated workshops to educate clients on financial products and services.
Telephone Banking Specialist
TD Canada Trust
Markham, Canada
2006.06 - 2013.10
- Handled high-volume inbound customer calls, addressing account inquiries, updates, and service requests to ensure seamless service delivery.
- Resolved concerns promptly while maintaining customer satisfaction and clear communication.
- Identified customer needs and cross-sold relevant products while effectively multitasking across multiple systems.
Education
MBA - Industrial Relations & Personnel Management
Nagpur University
MA - English Language & Literature
Calicut University
Skills
- Insurance customer service
- OTL licensing
- Phone support
- Policy inquiries
- Coverage needs
- Billing
- Retention
- Compliance
- Sales conversations
Certification
OTL passed and FSRA licensed, Ontario
Timeline
Sales and Customer Service Agent
belairdirect
2026.05 - Current
Mobile Mortgage Specialist
DUCA Financial Credit Union
2021.01 - 2026.05
Financial Advisor
TD Canada Trust
2018.06 - 2020.12
Small Business Banking Resource Officer
TD Canada Trust
2015.06 - 2018.06
Small Business Specialist
TD Canada Trust
2013.10 - 2015.06
Telephone Banking Specialist
TD Canada Trust
2006.06 - 2013.10
MBA - Industrial Relations & Personnel Management
Nagpur University
MA - English Language & Literature
Calicut University