Vivek Gomez
Welland,ON
Summary
Detail-oriented Insurance Broker with RIBO licensing, skilled in compliance adherence and client support. Proven ability to recommend competitive insurance options and effectively handle customer inquiries.Customer-focused and results-driven Insurance Broker with experience in client relations, policy support, billing assistance, and needs assessment. Skilled at building strong customer relationships, identifying suitable insurance solutions, and explaining coverage options clearly and professionally. Strong communication and problem-solving abilities with experience handling high-volume customer interactions, resolving concerns efficiently, and maintaining accuracy in documentation and policy updates. Dedicated to providing exceptional service while meeting sales and performance targets in fast-paced environments.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Insurance Broker
Scoop Insurance
Welland, Ontario
02.2023 - Current
- Compare insurance policies from multiple providers to recommend the most competitive and appropriate options.
- Process new applications, renewals, endorsements, and policy cancellations accurately and efficiently.
- Handle customer inquiries, claims support, and policy-related concerns in a professional manner.
- Maintain accurate records of client interactions, policy information, and sales activities.
- Identify new business opportunities through networking, referrals, and lead generation activities.
- Ensure compliance with insurance regulations, company policies, and industry standards.
- Collaborate with underwriters, insurers, and internal teams to resolve client issues and improve service delivery.
Customer Relations Coordinator
Sun Life
Toronto, Ontario
03.2021 - 12.2022
- Operate and monitor manufacturing and production equipment to ensure smooth and efficient operations.
- Conduct inspections and testing of products to verify compliance with quality standards and customer specifications.
- Troubleshoot process issues, equipment malfunctions, and production abnormalities to minimize downtime.
- Maintain accurate production records, process documentation, and quality control reports.
- Perform routine maintenance, cleaning, and calibration of machines and equipment.
- Follow standard operating procedures (SOPs), safety regulations, and company policies at all times.
- Collaborate with engineers, supervisors, and quality assurance teams to improve production efficiency and product quality.
Sales Executive
Multiline Technical Co
Abu Dhabi , United Arab Emirates
06.2018 - 08.2020
- Operate and monitor manufacturing and production equipment to ensure smooth and efficient operations.
- Conduct inspections and testing of products to verify compliance with quality standards and customer specifications.
- Troubleshoot process issues, equipment malfunctions, and production abnormalities to minimize downtime.
- Maintain accurate production records, process documentation, and quality control reports.
- Perform routine maintenance, cleaning, and calibration of machines and equipment.
- Follow standard operating procedures (SOPs), safety regulations, and company policies at all times.
- Collaborate with engineers, supervisors, and quality assurance teams to improve production efficiency and product quality.
Education
MBA - Financial Management
St.Clair of Applied Arts And Technology
08-2020
BBA - Finance
Amity University
Dubai, United Arab Emirates 05-2016
Skills
- Compliance adherence
- Client support
- RIBO Licensed
- CIP Enrolled
- Compu-quote
- Epic
- MS Office
- Formstack
- SAP
- Complaint handling and resolution
Certification
RIBO
Timeline
Insurance Broker
Scoop Insurance
02.2023 - Current
Customer Relations Coordinator
Sun Life
03.2021 - 12.2022
Sales Executive
Multiline Technical Co
06.2018 - 08.2020
MBA - Financial Management
St.Clair of Applied Arts And Technology
BBA - Finance
Amity University