Simmerpreet Singh Saluja
Edmonton,AB
Summary
Goal-driven insurance broker excited to leverage persuasive communication abilities, strong closing skills and several years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Broker
A Kan Insurance
Edmonton, Alberta
02.2023 - Current
- Drafted quarterly reports for management review.
- Conducted market research to identify competitive rates for clients.
- Called or emailed lapsed clients to inquire about continuing needs.
- Performed administrative tasks such as preparing invoices, updating records.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Managed multiple accounts simultaneously while meeting deadlines efficiently.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Cultivated positive relationships with homeowners to promote continued business.
- Sought out new clients and developed clientele by networking to find new customers.
- Managed many policy renewals each year.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
AVP Insurance Operations
Policybazaar
Gurgaon, India
11.2008 - 01.2023
- Created training materials and facilitated workshops to ensure staff was up-to-date on industry best practices.
- Evaluated employee performance through observation of job duties as well as feedback from customers and clients.
- Identified potential risks associated with new projects or initiatives and developed mitigation plans accordingly.
- Implemented campaigns and promotions to help with developing goods and services.
- Implemented process improvements that resulted in improved operational efficiencies.
- Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
- Reviewed existing policies and procedures related to operations, finance, human resources.
- Monitored financials including budgets, forecasts, and actuals, ensuring accuracy of information provided by subordinates.
- Developed strategic plans to increase efficiency across all departments while reducing overall costs.
- Established key metrics to measure effectiveness of projects and initiatives.
- Managed relationships with external partners such as consultants, vendors, contractors.
- Provided leadership, direction, guidance, and support to team members on a daily basis.
- Contributed towards long term planning efforts by providing insights into current market trends.
- Prepared staff work schedules and assigned team members to specific duties.
- Developed and implemented strategic plans to achieve company objectives.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
- Led weekly status meetings with project teams in order to track progress against milestones.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Operated equipment and machinery according to safety guidelines.
- Conducted system analysis and testing to identify and resolve technical issues, or inefficiencies.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Assisted with customer requests and answered questions to improve satisfaction.
- Recognized by management for providing exceptional customer service.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Education
Bachelor of Commerce - Commerce
Delhi University
Delhi, India06-2008
Skills
- Complaint handling and resolution
- Casualty auto insurance
- Underwriting expertise
- Top-rated sales performance
- Active property and casualty insurance license with the AIC Department of Insurance
- Property and casualty products
- Commercial insurance
- Risk mitigation
- Proactive team player
- Prospecting skills
- Policy analysis
- Excellent communication skills
- Customer advocate
- Commission-based sales experience
- Award-winning sales professional
- Skilled negotiator
- Home and recreational insurance sales
Accomplishments
- Best Sales Performer of the Year(2016-2019)
- Rising Start Performer( 2011-2013)
- Long Service Award(2008-2023)
Certification
- GLQP Level 1
- CAIB 1 & CAIB 2 Designation, Perusing CAIB 3
- IRDA License Holder ( India, Delhi)
Languages
English
Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
References
References available upon request.
Timeline
Insurance Broker
A Kan Insurance
02.2023 - Current
AVP Insurance Operations
Policybazaar
11.2008 - 01.2023
Bachelor of Commerce - Commerce
Delhi University
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