Shubham Kukretti
Thorold,ON
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Technical skills: Highly proficient in MS Office, ARS, Applied Epic, CGI. Power Broker
Certifications: R.I.B.O and A.I.C
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Lines Accounts Manager
Meester Insurance Centre
09.2023 - Current
- Managed diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Led training sessions for new hires, contributing to development of skilled personal lines account managers within company.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in timely manner.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
- Assisted in implementation of new company software, serving as resource for colleagues during transition period and helping to identify areas for improvement in system functionality.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
Insurance Broker
Scoop Insurance Brokers/Ratesdotca
04.2022 - 09.2023
- Providing Insurance Quotes to client for both home and auto insurance
- Meeting sales targets being in top 20 brokers for 4 consecutive months
- Rewarded with performance-based increment within first 3 months on sales floor
- Mentoring new brokers polishing their skills so understand their true potential
- Excellent underwriting skills-assumption of risk associated with client profile
- Worked with more than 17 different insurance companies across Ontario like CAA, AVIVA, GORE
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Guest Service Manager
Marriott Falls view Hotel and Spa
09.2020 - 04.2022
- Assist Front Office Manager in all areas to ensure smooth, efficient and professional operation of department
- Assist Front Office Associates and to ensure smooth operations Resolving guest complaints by finding creative ways to say “Yes”; ensuring that all guests’ complaints are handled in timely and professional manner at all times
- Help recruit, train and develop all Front Office Associates
- Ensure smooth check-in and check-out of all guests, through properly handling guest accounts
- Ensures property policies are administered fairly and consistently, disciplinary procedures and documentation are completed according to Standard and Local Operating Procedures (SOPs and LSOPs)
- Knowledge and implementation of all emergency plans and procedures.
Education
Post Graduate in International Business Management - International Business Management
Niagara College
Niagara-on-the-Lake, ON01.2019
Post Graduate in Hospitality And Tourism Management - Hospitality And Tourism Management
Niagara College
Niagara-on-the-Lake, ON01.2018
Skills
- Insurance product knowledge
- Industry Regulations Knowledge
- Underwriting principles
- Financial Acumen
- Critical Thinking
- Customer Engagement
Certification
R.I.B.O- Registered Insurance Brokers of Ontario-Certified
A.I.C-Alberta Insurance Council-Certified
Languages
English
Native or Bilingual
French
Elementary
Timeline
Personal Lines Accounts Manager
Meester Insurance Centre
09.2023 - Current
Insurance Broker
Scoop Insurance Brokers/Ratesdotca
04.2022 - 09.2023
Guest Service Manager
Marriott Falls view Hotel and Spa
09.2020 - 04.2022
Post Graduate in International Business Management - International Business Management
Niagara College
Post Graduate in Hospitality And Tourism Management - Hospitality And Tourism Management
Niagara College
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