SWATI KATHPALIA
Ottawa,ON
Summary
Dedicated Insurance Advisor with over 2 years of expertise in delivering customized insurance solutions tailored to diverse client needs. Proficient in needs analysis and policy recommendations, fostering trust-based relationships through exceptional communication and customer service. Recognised for a strong command of insurance products and a commitment to client satisfaction.
Overview
7
7
years of professional experience
Work History
Associate Insurance Advisor (Life and General)
The Co-operators
01.2023 - 01.2024
- Exceeded sales targets by consistently closing new business and upselling additional products to existing clients
- Advised clients on suitable insurance products, including life, health, auto, and home, based on individual needs and risk profiles
- Provided clear explanations of policy terms, benefits, and coverage options to ensure clients understood their choices
- Utilized CRM software to track client interactions, manage leads, and ensure follow-up actions were completed
- Collaborated with underwriters and other insurance professionals to assess risk and create competitive, cost-effective policy solutions
Insurance Account Representative (Life and General license)
Desjardins
01.2022 - 01.2023
- Build and maintain strong relationship with the clients, getting to know the needs and providing the service customised to the client
- Conducted in-depth market research to stay informed on industry trends, competitor offerings, and regulatory changes
- Analyzed clients' financial and insurance needs to recommend tailored coverage options, ensuring comprehensive protection
Associate Insurance Advisor (General license)
The Co-operators
01.2020 - 01.2021
- Provided best client experience and efficiently managing all the queries regarding Auto-insurance
- Managed policy renewals and claims processing, billing and ensuring timely and accurate support for clients throughout the insurance lifecycle
- Trained and mentored junior advisors, helping them develop sales techniques and customer service skills
Customer Account Representative
Gm Financial
01.2019 - 01.2020
- Responsible for managing accounts that are past due and providing best customized solutions to the customers problems
- Collaborated and worked out better plans and strategies to improve the collections and better serve the customers with more focus on quality
- Negotiated sales to achieve set targets and collected over $500 in late payments
Personal Shopper
Real Canadian Superstore
01.2017 - 01.2019
- Supervised a team of 10 who completed over 90 daily orders of grocery products, while achieving a net promoter’s score of over 75
- Responsible for managing tight deadlines and delivering quality results for customer orders
- Key skills in this role included effective communication, prioritizing tasks, and organizing the team in an efficient manner
- Participated in the strategic development and initiated recommendations to help improve our unit’s per hour, with the goal of improving team performance and productivity
Education
Credential of Readiness - Business Analytics, Economics for Managers, Financial Accounting
Harvard Business School Online
12.2019
Business Management and Entrepreneurship -
Algonquin College
12.2018
Skills
- Microsoft Suite
- CRM software
- Data analysis
- Reporting
- Sales
- Marketing
- Cross Selling
- Lead development
- Auto insurance
- Quotes and sales
- Licensed insurance agent
- Upselling
- Lead generation
- Conversion
- Sales negotiation
- Market Research
- Customer service
- Client Retention
- Problem solving
- Conflict resolution
- Active listening
- Communication skills
- Strong negotiation skills
References
References available upon request.
Timeline
Associate Insurance Advisor (Life and General)
The Co-operators
01.2023 - 01.2024
Insurance Account Representative (Life and General license)
Desjardins
01.2022 - 01.2023
Associate Insurance Advisor (General license)
The Co-operators
01.2020 - 01.2021
Customer Account Representative
Gm Financial
01.2019 - 01.2020
Personal Shopper
Real Canadian Superstore
01.2017 - 01.2019
Credential of Readiness - Business Analytics, Economics for Managers, Financial Accounting
Harvard Business School Online
Business Management and Entrepreneurship -
Algonquin College
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