Saurabh Gupta
Weyburn,SK
Summary
Professional with strong background in insurance advisory, delivering reliable and impactful client solutions. Strong focus on team collaboration and adaptability to changing needs, ensuring consistent achievement of results. Skilled in building lasting client relationships, navigating complex insurance products, and delivering tailored advice.
Overview
2
2
years of professional experience
Work History
Insurance Advisor, Auto
Westland Insurance Group
01.2025 - Current
- Maintaining accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Establishing long-lasting relationships with clients through proactive communication and exceptional service.
- Enhancing customer trust by addressing concerns and explaining complex policy details in understandable terms.
Insurance Advisor Trainee
Westland Insurance Group
07.2024 - 01.2025
- Supported departmental tasks to increase understanding of industry processes.
- Maintained high standards of customer service by building relationships with clients.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Distribution Technician
Apotex
12.2023 - 02.2024
- Achieved high accuracy rates in picking, packing, and shipping orders through meticulous attention to detail and adherence to established best practices.
- Maintained accurate stock levels by conducting regular physical inventory counts and updating warehouse management system records.
Desktop Adjuster
ClaimsPro LP
05.2023 - 08.2023
- Assisted clients in understanding their insurance coverage by explaining complex terms and conditions clearly and concisely.
- Maintained strong relationships with policyholders, agents, and colleagues by consistently demonstrating professionalism, empathy, and effective communication skills.
- Ensured compliance with state regulations and company policies through diligent review of all claim-related materials.
Education
Graduate Certificate - Insurance Management – Property And Casualty
Humber College
07.2023
Graduate Certificate - Financial Planning
Humber College
07.2022
Bachelor of Arts - Insurance And Banking
Amity University
07-2020
Timeline
Insurance Advisor, Auto
Westland Insurance Group
01.2025 - Current
Insurance Advisor Trainee
Westland Insurance Group
07.2024 - 01.2025
Distribution Technician
Apotex
12.2023 - 02.2024
Desktop Adjuster
ClaimsPro LP
05.2023 - 08.2023
Graduate Certificate - Financial Planning
Humber College
Graduate Certificate - Insurance Management – Property And Casualty
Humber College
Bachelor of Arts - Insurance And Banking
Amity University
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