Customer Service Insurance

Kamlesh Vyas

****-*** ******* ****

Scarborough, Ontario

M1J 3C9

Call: 647-***-****

E-mail: *********@*****.***

Career Goal:

To advance in a position that provides opportunity for personal and team achievement, while at the same time learning new skills, building strong character and earning organizational respect. A flexible personality and an unbeatable positive attitude make me an ideal candidate for a fast-paced, diverse and evolving workplace.

Qualification and Skills:Successfully completed all licensing exams –RIBO (General Insurance) and LLQP(Life License)Completed CAIB 1 and 2 Ten years management and customer service experienceDemonstrated competencies in customer service management with capacity to develop and maintain long-term, profitable client relationship Recognized for strong work ethic and respected as a team player through consistent collaboration with a personal focus on integrity and commitment to successExcellent analytical and administrative skills

Professional Experience:

Insurance Broker (P/L & C/L)

Grey Power Insurance Broker January 2012-PresentGuiding customers for their Auto and Fire insurance needsUpdating records on Linx and SaversUp sell, cross sells and closing accountsRisk management and monitoring loss ratioClosing Ratio 3:10

Insurance Account Representative

State Farm Insurance and Financial Services July 2009 – December 2011Identifying clients’ need and providing solutionsDelivering world class customer support Offering quoted and binding coverageMaintain customer files and recordsUp sell, cross sells and closing accounts

Financial Advisor

Hub International, Toronto, Ontario M2J 4V6 Canada January 2004 – PresentIdentifying clients’ need and providing solutionsContributing to the development, implementation and control of specialized marketing campaigns targeted to individual customersDelivering world class customer support Reacting to the activities of competitors to influence individual customersAccess and evaluate customer plan requirements by conducting needs assessments using service surveys.Expanded new business from external rollovers and asset transfers

Financial Advisor

Sun life Insurance, Kennedy Road, Toronto, Ontario, Canada January 2003- December 2003 Create Time & Action plans geared toward the successful and timely implementation of all independent processes and compliance issues to plan administration Foster and maintain relationships with high value institutions of $50 million(USD) in assets Evaluate customer relationships and ensure that all recommendations and procedures are fully functional prior to their implementation.Monitor and proactively respond to the administrative activities of competitors, resulting in the retention of 600 individual clients.Conduct sales and service meetings to determine best cost effective and efficient plan to implement.Assesses and evaluate customer plan requirements by conducting needs assessments using service surveys.Measure and manage internal procedures to identify and resolve service shortfalls.Follow up on customer related issues and resolution of irate customer complaints.

Accomplishments:Consistently met and exceeded sales quotas and standards by cross-selling and up-selling insurance product and services. Generated new business by adding 20 new risk per month in form of Auto and FireWon high performance award for six years in rawEnsure that new business policies and procedures were followed in accordance with audit guideline and rate manual

Education:Business Administration –Three Years Full Time Program

Centennial College, Toronto, Ontario

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