Tanya Gandhi
Insurance Advisor
Brampton,ON
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
3
3
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Insurance Agent
RBC Insurance
02.2023 - Current
- Maintained high standards of customer service by building relationships with clients
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Approached potential clients by using direct marketing mailings and phone contacts
- Cross-sold insurance products to existing clients to reach sales targets
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Educated clients on insurance policies and procedures
- Conducted annual reviews of existing policies to update information
Insurance Broker
Punjab Insurance Inc.
07.2022 - 03.2023
- Educated clients on the importance of life insurance coverage and how it fits into their overall financial plan.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained high standards of customer service by building relationships with clients.
- Researched and identified potential new markets.
Customer Service Representative
HGS - Hinduja Global Solutions
10.2021 - 03.2022
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Delivered excellent customer service, resulting in consistent 95% customer satisfaction rating
- Provided primary customer support to internal and external customers
- Enhanced productivity levels by anticipating needs and delivering outstanding support
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
Education
Masters In Commerce - Business Management Studies
Lovely Professional University
08.2017 - 07.2019
Bachelor Of Commerce - Business And Economics
Punjab University
05.2014 - 05.2017
Bachelor In Education - Business And Economics
Malwa Khalsa College of Education
06.2017 - 05.2019
Skills
Sales expertise
Creative problem solving
Client needs analysis
Recommending products
Customer follow-up
Policy renewals
Certification
CIFC- Mutual Funds, 2022-01
Timeline
Insurance Agent
RBC Insurance
02.2023 - Current
Insurance Broker
Punjab Insurance Inc.
07.2022 - 03.2023
Customer Service Representative
HGS - Hinduja Global Solutions
10.2021 - 03.2022
Masters In Commerce - Business Management Studies
Lovely Professional University
08.2017 - 07.2019
Bachelor In Education - Business And Economics
Malwa Khalsa College of Education
06.2017 - 05.2019
Bachelor Of Commerce - Business And Economics
Punjab University
05.2014 - 05.2017
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