Harpreet Matharoo Email & Phone Number

Calgary, AB, CA

Calgary, Alberta, Canada

Manage a large book of business for high-net-worth clients and overlook portfolios upon renewals, new business, and policy changes. Provide exceptional customer service and advice regarding products such as, home, auto, cottage, boats, valuables, collections, etc.

Vancouver, British Columbia, Canada

Supported a designated portfolio of clientele, playing an essential role in business retention and building upon client relationships.Managed a personal retail book of business and assisted with new HNW business and service inquiries and built professional relationships with retail and elite market underwriters.

Mississauga, Ontario, Canada

With over 15 years of experience in the insurance industry, I have the ability to use my expertise to prepare customized home and auto insurance coverage, to protect what matters most. RBC Insurance provides a reputable brand you can trust with direct access to an Insurance Professional.To further assist our clients, we have the ability to work with our.

Markham, Ontario, Canada

Investigate, resolve, and respond to escalated customer concerns. Investigate all inquiries and complaints in an impartial and independent manner for Pafco, Pembridge and AllstateRepresent Allstate Canada Group in discussions with the Financial Services Commissions of Ontario, the General Insurance Ombudservice and other provincial government bodies.

Brampton, Ontario, Canada

With my experience in the industry, I had the ability to provide families with comprehensive home and automobile insurance packages that best suit their needs.Actively prospected to generate new business for home and auto insurance which lead to exceeding my monthly sales targets.

Burlington, Ontario

Increased external network to contribute to the community and capitalize on market opportunities and referrals from centers of influence which resulted in being a top sales agent on a monthly basis. Contributed to a team sales success through achievement of individual sales goals and through effective opportunity spotting, cross selling and referring to.

Mississauga, Ontario

Had the ability to manage renewals within projected deadlines within my underwriting authorityObtained my Senior level 3 underwriting authority as I was able to maintain an above average underwriting audit score and make sound decisions with minimum supervision.Processed lapses of renewals if clients did not meet RBC’s minimum underwriting guidelines and.

Responsible for handling client concerns and escalations for home and auto insurance. Investigated and resolved client concerns by referring to the appropriate departments, RBC policies, procedures and guidelines.

Worked in an inbound call centre, servicing existing RBC home and auto insurances policies. I also exceeded my monthly sales targets for new home and auto insurance business.

Provided operational support to a financial branch by completing daily reports.Managed a team of 10 customer service representatives and provided coaching, leadership and support to improve client experience. Responsible for reviewing and signing off on large transactions, wire transfers, and foreign exchange transactions.Responsible for investigating.

Education record

Currently working towards my Chartered Insurance Professional designation and have successfully completed seven courses and will be.

Education record

Completed three years in Social Sciences Courses include, Labour studies, Communications Studies, Multimedia, and Sociology