Shubham Gogna
Toronto,ON
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 3+ years background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
5
5
years of professional experience
Work History
Commercial Insurance Underwriter
TD Insurance
06.2023 - Current
- Improved risk assessment accuracy by conducting thorough investigations and evaluating insurance applications.
- Maximized underwriting efficiency with the implementation of automated systems for policy evaluations.
- Reduced claim losses by applying expert knowledge in identifying potential risks and setting appropriate premiums.
- Enhanced customer satisfaction through timely communication and effective negotiation of policy terms.
- Collaborated with agents to develop customized insurance packages, meeting specific client needs.
- Developed strong working relationships with brokers, enhancing collaboration on complex cases requiring tailored solutions.
Insurance Advisor
TD Insurance
07.2021 - Current
- 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.
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales 110%.
- Built relationships with clients using active listening and issue resolution to provide legendary service.
INSURANCE ADVISOR
Desjardins Insurance
10.2020 - 07.2021
- Use company software to analyze customer needs, write quotes and issue polices on behalf of Certas Home and Auto
- Calculate premiums and establish payment methods
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Promoted products to customer in person, writing and by telephone
- Processed applicant's payments, corrections, endorsements and cancellations
Help Desk Support Analyst
Bell Canada
05.2019 - 10.2020
- Handle outgoing/incoming calls from field technicians regarding any product issues/ concerns
- Explained technical information in clear terms to non-technical individuals to promote better understanding.
- Analyzed user-generated trouble tickets to determine causes of problems and took appropriate action for resolution.
- Provided basic end-user troubleshooting and desktop support.
Education
Bachelors of Computer Applications - Computer Applications
Amity University
10.2024
General Insurance License (Level 2 AB + BC)
06.2021
OTL (Other Than Life Insurance) -
IIC- Insurance Institute of Canada
01.2019
Paralegal
Sheridan College
Brampton, ON06.2018
Skills
- Performing risk analysis
- Sales
- Planning and Time Management
- Decision making
- Problem solving
- Document Preparation
- Microsoft Office
- Information Flow Management
- Underwriting guidelines
- Policy analysis
- Analytical Thinking
Timeline
Commercial Insurance Underwriter
TD Insurance
06.2023 - Current
Insurance Advisor
TD Insurance
07.2021 - Current
INSURANCE ADVISOR
Desjardins Insurance
10.2020 - 07.2021
Help Desk Support Analyst
Bell Canada
05.2019 - 10.2020
Bachelors of Computer Applications - Computer Applications
Amity University
General Insurance License (Level 2 AB + BC)
OTL (Other Than Life Insurance) -
IIC- Insurance Institute of Canada
Paralegal
Sheridan College
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