Abdul Tarchichi Email & Phone Number

Calgary, Alberta, Canada

• Working with the team to complete new business initiatives;• Delivering continuous excellence in servicing an existing book;• Identifying specific client and prospect needs and developing innovative and cost effective solutions;• Reviewing and revising insurance program in conjunction with the client to ensure complete and appropriate coverage;• Coordinating / providing oversight to the account team and establish client service plans that prioritize the account activities and… Show more • Working with the team to complete new business initiatives;• Delivering continuous excellence in servicing an existing book;• Identifying specific client and prospect needs and developing innovative and cost effective solutions;• Reviewing and revising insurance program in conjunction with the client to ensure complete and appropriate coverage;• Coordinating / providing oversight to the account team and establish client service plans that prioritize the account activities and profitability in a value-based approach for the scope of services required;• Coordinating / leading the strategy for the account renewal and the ongoing requirements during the year, working with the broking team in the marketing process and the negotiations with underwriters;• Leading and supervising the 120-day Renewal Process including preparing the renewal report, making pitches to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner;• Assisting in the reviewing of claims and leading the client issues around claims handling;• Creating and maintaining the relationship to become the cliental risk management advisor;• Cross-selling and growing the existing insurance programs with our clients; developing and leading client relationships in order to increase penetration sales and cultivate new business opportunities;• Producing new business and assisting in the development of sales and marketing strategy crafted to cultivate revenue generation opportunities;• Developing new contacts and build relationships with prospects that align with the Regional acknowledged targeted industry or segment groups;• Acting as the visible face of BrokerLink to the clients/prospects in the community, working to consistently prospect and facilitating lead generation activities Show less

Calgary, Alberta, Canada

In 2010 I opened Maple Insurance, launching to a second location in Edmonton in 2011. Focusing on straight-forward service and prompt responses to customers, Maple has grown year after year based on detailed planning, attention-to-detail in document preparation, and consistent professionalism. Serving both personal and commercial needs, I have tracked broker management information, met with clients large and small, recruited amazing staff, designed marketing plans, and maximized sales… Show more In 2010 I opened Maple Insurance, launching to a second location in Edmonton in 2011. Focusing on straight-forward service and prompt responses to customers, Maple has grown year after year based on detailed planning, attention-to-detail in document preparation, and consistent professionalism. Serving both personal and commercial needs, I have tracked broker management information, met with clients large and small, recruited amazing staff, designed marketing plans, and maximized sales. HIGHLIGHTS:► Strategized growth plans, sales procedures, and product expansions. ► Delivered full-cycle service to clients, including quote presentations, after sales support, policies reviews, and pre-renewal meetings. ► Led 5 sales and service staff, ensuring smooth transitions to account management. ► Oversaw management of all large accounts. ► Wrote marketing strategies, brainstormed advertisements, and participated in events. ► Communicated sales forecasts to employees and awarded bonuses. ► Spearheaded relationships with automotive dealerships for preferred product positioning. ► Generated leads and balanced existing account portfolio. KEY TASKS: Relationship Management – Financial Oversight – Corporate Leadership – Mentoring & Guidance – Quotes & Presentations – Sales & Service Show less

Calgary, Alberta, Canada

After joining Lanes as an Account Manager, I quickly took on a leadership role to coach and support staff. I also allocated accounts to our team, ensuring a balanced workload. Conceptualizing growth strategies and developing new business opportunities, I met with key business partners and maximized exposure at industry functions. HIGHLIGHTS: ► Resolved customer complaints and problems, investigating issues, negotiating with insurers and communicating with clients. ►… Show more After joining Lanes as an Account Manager, I quickly took on a leadership role to coach and support staff. I also allocated accounts to our team, ensuring a balanced workload. Conceptualizing growth strategies and developing new business opportunities, I met with key business partners and maximized exposure at industry functions. HIGHLIGHTS: ► Resolved customer complaints and problems, investigating issues, negotiating with insurers and communicating with clients. ► Championed promotional programs to encourage sales and accountability.► Evaluated and audited files, offering technical expertise. ►Partner with various customers and external stakeholders to understand business needs, and develop requirements documentation for proposed solutions Show less

Edmonton, Alberta, Canada

Supporting a national strategy at the local level, I built referral networks, collaborated with marketing teams, and supervised 4 staff. Key to this role was proper reporting and data management, allowing timely communications on transactions, forecasts, and market information. In handling deals from origination through to finalization, I maintained accuracy, quality, and timeliness. HIGHLIGHTS:► Originated auto loans and reviewed applications, supervising credit analysts to… Show more Supporting a national strategy at the local level, I built referral networks, collaborated with marketing teams, and supervised 4 staff. Key to this role was proper reporting and data management, allowing timely communications on transactions, forecasts, and market information. In handling deals from origination through to finalization, I maintained accuracy, quality, and timeliness. HIGHLIGHTS:► Originated auto loans and reviewed applications, supervising credit analysts to properly structure deals and fulfill customer expectations.► Grew sales territory through lead sourcing and showcasing of product knowledge. Show less

Edmonton, Alberta, Canada

I joined RBC while still attending the University of Alberta, learning about their products and services to meet financial needs. Through client interactions, I recommended products and shared relevant information for both long- and short-term goals. Part of a team of CSRs, we adhered to strict routines for financial transactions.

Data Analytics

Building and Managing Databases: Effectively structure and organize large quantities of data to conduct high-quality analysis. Identifying.

Bachelor Of Science - Bs, Mathematics