Surindra Maharaj

• Listen to and Coach Advisors monthly on sales performance metrics through informative and inspirational methods
• Use CRM /DOMO generated reports to assist team with understanding growth and development monthly.
• Receive Inbound Calls from Television and Digital media campaigns
• Conduct Client assessment and complete thorough investigation of Callers Insurance needs.
• Present appropriate Quote sourced from major Canadian Insurance provider
• Maintain proper record keeping and conduct follow up sales calls to interested and existing clients.

• Receive Inbound Calls from Television and Digital media campaigns

• Conduct Client assessment and complete thorough investigation of Callers Insurance needs.

• Present appropriate Quote sourced from major Canadian Insurance providers

• Responsible for call back requests and Missed overnight callers.

• Maintain proper record keeping and conduct follow up sales calls to interested and existing clients.

● Verified Financial documents for customers of external clients for the purpose of granting loan facilities.

● Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.

● Maintained accurate and current customer account data with digital forms processing and digital information updates.

● Contacted clients to verify account information and maintain accuracy.

Responsible for maximizing the development of Life Insurance business from third party resources by:

● Displayed outstanding ability to build rapport over the telephone

● Provided Financial Advisory to families by analyzing and understanding their current and future financial needs.

● Presented Union Endorsed Life and Accidental Insurance benefits to Union Members throughout Ontario.

● Presented Will Kits including estate planning and final expenses plans to provincial customers

• Responsible for managing insurance, savings and investment portfolio
• Met annual financial targets for agency and Branch
• Delivered financial advisory services to existing and potential clients
• Sales and Administration of Group Health / Group Life policies for 47 Small /Medium sized Companies in East-West Trinidad
• Managed Personal Administrator and Courier ensuring that clients health claims were collected, sorted, scanned, submitted and paid in timely manner
• Supervised incoming premium payments and deposits, check reconciliation, policy loans, surrenders, death claims, beneficiary/owner changes
• Supervised policyholder complaints, service policyholders and reviewed processes to ensure improved customer satisfaction
• Maintained collaborative business relations with HR Managers by delivering insurance sales presentations to corporate clients

• Executed on senior leadership's long-term and mid-term LED technology development goals
• Supported creation of client and business partner relationships through careful collaboration and networking efforts
• Led development teams remotely, managing diverse personnel across varying levels of technical expertise
• Authored wide-ranging roadmaps, determining how technology would be integrated into business operations for maximum return on investment (ROI)
• Oversaw testing of equipment and components to check for defects
• Assessed expected technical challenges and developed proactive solutions
• Monitored production operations for quality and compliance with standards
• Presented budget and business planning proposals to senior leadership, advocating for junior personnel needs and segment-wide business goals

• Responsible for direct decisions on all sales activities pertaining to Corporate Training and Online Education; meeting Annual Sales targets.
• Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives
• Managed Sales pipeline and lead generation campaigns for new customers
• Presented online education solutions to new customers.