Vishalini Chauhan
Kitchener
Summary
Licensed insurance professional with strong analytical skills and deep understanding of underwriting, claims, and policy management. Proven ability to drive results through collaboration, adaptability, and strategic problem-solving. Adept at customer relations, risk assessment, and regulatory compliance, ensuring exceptional client service and operational excellence. Known for reliability and effective communication within dynamic team environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Insurance Advisor & Coach
Royal Bank of Canada (RBC)
09.2022 - Current
- Provided expert advice on home and auto insurance, tailoring solutions to client needs and ensuring comprehensive risk mitigation strategies.
- Demonstrated strong communication skills through client interactions, enhancing customer satisfaction and retention.
- Developed and facilitated training sessions for new hires, equipping them with technical knowledge and best practices to excel in their roles.
- Applied sound judgment and problem-solving skills to address client inquiries, ensuring timely and effective resolutions.
- Leveraged organizational and prioritization skills to manage multiple client portfolios efficiently while maintaining attention to detail.
- Awarded the Performance Committee Award and Power of Advice Award for consistently surpassing sales targets and delivering outstanding client service.
- Collaborated within a team environment, contributing to a dynamic and high-performing workplace while also working autonomously to drive results.
Education
Bachelor of Business Administration -
Punjab University
01.2019
Financial Planning & Marketing Management -
Seneca College
Markham, Ontario01.2022
Skills
- Excellent oral and written communication skills
- Solutions-oriented approach
- Excellent decision-making and analytical skills
- Ability to work autonomously and within a team
- Technical proficiency in insurance products and risk assessment
- Proven leadership capabilities
- Coaching and leadership in training new hires
- Detail-oriented
- Focus on process optimization
- Strong sales and relationship experience
- Confidence and the ability to generate new leads
- Ability to analyze client, market, and regulatory trends
- Eliminates ambiguity to drive clarity and action
- Quotes and sales
- Marketing strategies
- Portfolio management
- Policy analysis
Certification
- OTL (Other Than Life)
- CIP (Aspiring)
Accomplishments
- Successfully mentored and coached new hires, fostering professional development and enhancing overall team performance.
- Spearheaded process improvements based on client insights, optimizing workflow efficiency and elevating service standards.
- Recognized with performance awards for exceeding business targets and demonstrating leadership in customer service excellence.
Languages
English (Fluent)
Professional Development
- Leadership & Coaching: Hands-on experience in guiding and developing high-performing teams.
- Client Relationship Management: Expertise in customer engagement strategies to drive satisfaction and retention.
Timeline
Licensed Insurance Advisor & Coach
Royal Bank of Canada (RBC)
09.2022 - Current
Financial Planning & Marketing Management -
Seneca College
Bachelor of Business Administration -
Punjab University
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