Simran Saluja
133 Torbarrie Rd, North York,ON
Summary
Ambitious and dedicated Insurance Professional with over 5 years of customer service, sales, account management and business development experience. Capable of working within a fast paced and challenging environment. Extremely computer-literate and can easily learn and adapt to new programs. Looking for a position within a company that not only provides a stimulating and challenging environment, but also opportunities for growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Insurance Account Manager
The Shepherd Group
07.2022 - Current
- Responsible for overall retention of Agency's commercial accounts by partnering closely with producers, underwriters and other personnel on all aspects of client service, renewals and remarkets while adhering to standard procedures.
- Attends high volume of phone calls and emails while demonstrating strong customer service relations and educate clients on insurance policies and procedures.
- Manages, organizes, and conducts client meetings and appropriately documents conversations with clients and carriers. Ensures quality and accuracy of data in broker management system.
- Process service related requests that comply with company standards such as: certificates, endorsements, cancellations, auto liability cards, coverage binders, ordering loss runs, gathering applications, reviewing policies, securing premium finance arrangements etc.
- Knowledge of various company programs and broker management systems like Applied TAM, Blue butler, Policyworks, Guidewire and many more
- Keeps up with changes in insurance industry by attending industry-related continuing education training and achieving certified designations. Also, stays current on carriers, product knowledge and trends in marketplace.
- Develops new business through existing accounts, referrals and taking every possible opportunity to cross-sell and up-sell.
- Manages Agency bill accounts receivable process for office's book of business.
- Successfully sold new policies and managed renewals averaging $30,000 per month across various industries such as construction, wholesale, manufacturing, transportation, hospitality, fitness, builder's risk, and more.
- Customized insurance policies to meet the unique requirements of construction clients, considering factors such as project size, scope, location, and duration.
- Maintained strong relationships with construction clients, builders, contractors, and subcontractors to provide ongoing insurance support.
- Works closely and build relationships with underwriters of Standard markets and MGAs.
- Responsible for maintaining record of and ordering all office supplies.
Personal Insurance Advisor
BrokerLink
10.2019 - 07.2022
- Sold and cross-sold various types of insurance policies that include automobile, homeowners, renters, condo, boats, trailers and all terrain vehicles.
- Processed new business policies and endorsements on both Underwriting and Broker Systems and issued all relevant documentation.
- Explained in depth policy information and educated customers on products that best suited their needs.
- Managed multiple computer applications, while simultaneously managing high-volume of phone calls daily.
- Collaborated with team members to share product information and build associate knowledge.
- Worked on various company programs like Bluepass, Guidewire, Passport, Contact, Applied rating services, Blue butler, Applied Epic broker management system.
- Sold average of 30 Personal lines policies every month.
- Maintained average of 9 Net Promoter Score throughout the years.
- Got opportunity to be part of Intact Insurance company's special sales team to earn higher commission because of exceptional sales record.
Customer Service Associate
Pasta Mondo
08.2018 - 09.2019
- Welcomed guests upon arrival and provided exceptional service throughout their visit to ensure returning customers.
- Maximized tableside sales opportunities by introducing special menu items and upselling additional items when appropriate.
- Recorded orders accurately within point-of-sales system to reduce errors in billing or delivery times.
- Managed stock and placed items into proper storage areas for easy accessibility while following safety guidelines for food storage requirements.
Business Development Executive
Dreamz Global Education Services
07.2017 - 04.2018
- Advised applicants regarding eligibility for variety of study abroad programs.
- Conducted information seminars in various Schools to educate students about International study programs and opportunities.
- Developed relationships with Colleges and Universities abroad to streamline admission process for students.
- Maintained database of students in company's system.
- Created IELTS brochures and provided IELTS Reading and Listening modules training to students
Radio Sales and Marketing Intern
94.3 MY FM Radio, Dainik Bhaskar Group
12.2016 - 03.2017
- Contacted prospective customers through phone calls and emails to develop business.
- Collaborated closely with sales team to manage leads and help with proposals.
- Responded to general inquiries from members, staff and clients via mail, e-mail and fax
- Shadowed team members to learn problem-solving and best practices in customer service.
- Regularly followed print media to locate fresh business prospects.
- Researched and presented business objectives of customers to Radio production staff to create effective advertisements.
- Assisted Radio Jockeys in different programs and events.
Education
Centro Studi Italiani
Italy09.2019
Centennial College of Applied Arts And Technology
Scarborough, ON08.2019
Institute of Professional Education And Research
India07.2017
Skills
- Problem Solving
- Detail Oriented
- Leadership
- Strong verbal and written communication
- Ability to build professional relationships
- Microsoft Office Suite
- Property & Casualty Insurance
- Risk Analysis
Certification
- Registered Insurance Broker of Ontario (RIBO)
- Pursuing CIP - Completed Automobile Insurance—Part 1 course
Accomplishments
- Worked on a project in collaboration with Destination Marketing Organization (DMO) of Ontario and School of Business and Hospitality, Centennial college.
- Created a marketing plan for DMO to attract tourists in Ontario.
- Made PowerPoint presentations at various stages of the competition.
- Demonstrated team management and collaborative skills by working on a project with team members from different business management and tourism courses.
- Represented Centennial College in international meetings with Japan Tourism Board in Tokyo, Japan.
- Gave presentation on tourism opportunities in Ontario at Kyoto University, Kyoto, Japan.
January 2019 - May 2019
Winner of Global Capstone Project - Faculty-Led International Program, Centennial College
Got 100% Scholarship to visit Japan and Study Japanese culture and tourism
Timeline
Commercial Insurance Account Manager
The Shepherd Group
07.2022 - Current
Personal Insurance Advisor
BrokerLink
10.2019 - 07.2022
Customer Service Associate
Pasta Mondo
08.2018 - 09.2019
Business Development Executive
Dreamz Global Education Services
07.2017 - 04.2018
Radio Sales and Marketing Intern
94.3 MY FM Radio, Dainik Bhaskar Group
12.2016 - 03.2017
Centro Studi Italiani
Centennial College of Applied Arts And Technology
Institute of Professional Education And Research
- Registered Insurance Broker of Ontario (RIBO)
- Pursuing CIP - Completed Automobile Insurance—Part 1 course
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