Simran Khosa
Calgary
Summary
Successful and seasoned individual with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Equitable Life
05.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent
Industrial Alliance
05.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Cashier Assistant
Costco Wholesale Corp
06.2021 - 07.2023
- Met customer needs through polite, friendly and attentive service.
- Maintained a clean and safe workspace, ensuring proper sanitation protocols were followed.
- Handled cash drawer responsibly, accurately counting change and ensuring daily balances were correct.
- Helped customers complete purchases, locate items, and join reward programs.
Customer Experience Representative
Michaels Craft Store
09.2016 - 01.2020
- Established a positive work environment that encouraged collaboration and teamwork among staff members for optimal results.
- Promoted upselling opportunities when appropriate, contributing to increased revenue generation through add-on sales or upgrades of existing products services.
- Continuously refined personal communication skills, adapting to various customer personalities and preferences for optimal rapportbuilding.
- Facilitated smooth issue resolution by maintaining clear lines of communication between customers and relevant departments.
Customer Service Cashier
Puma
07.2015 - 10.2016
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
Education
BBA - Financial Services
Southern Alberta Institute of Technology
Calgary, AB12.2024
High School Diploma -
Foundations For The Future Charter Academy
Calgary, AB06.2017
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Client needs analysis
- New Client Acquisition
- Financial Needs Assessment
- Customer Complaint Resolution
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- LLQP License - May 2023 - Current
Timeline
Insurance Agent
Equitable Life
05.2023 - Current
Insurance Agent
Industrial Alliance
05.2023 - Current
Cashier Assistant
Costco Wholesale Corp
06.2021 - 07.2023
Customer Experience Representative
Michaels Craft Store
09.2016 - 01.2020
Customer Service Cashier
Puma
07.2015 - 10.2016
BBA - Financial Services
Southern Alberta Institute of Technology
High School Diploma -
Foundations For The Future Charter Academy
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