Keshan U. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Proactively made outbound calls to clients requiring loans for funeral or probate expenses.
• Boosted client satisfaction by simplifying language on applications to foster clearer comprehension.
• Collaborated cross-functionally to refine loan approval procedures, ensuring that clients receive timely funding through streamlined processes and comprehensive documentation.

• Achieved 75% conversion rate from quotes to active policies, using adept communication and negotiation.
• Received over 15 peer-to-peer recognition for the newly designed SOPs.
• Efficient policy processing through swiftly managing intricate policy changes with precision and prompt completion.
• Facilitated seamless group policy migration by conducting an in-depth investigation between Halcion and Savers. The amalgamation of data ensured better accuracy and usability for both parties.

• SME for the Client-Center App; with an emphasis on claims submission, end user navigation and feature usage.
• Demonstrated expertise in resolving data issues within the Client-Center App.
• Accurate and meticulous documentation of client interactions and concerns.
• Collaborated closely with internal teams to manage and validate client data.

Toronto, Canada Area

• By offering personalized guidance, I helped clients choose the most fitting home and auto insurance options for their individual needs.
• Built a substantial book of business by consistently delivering outstanding service and individualized attention.
• Fostered a trustworthy environment with clients to amplify sales growth and further solidify customer retention.

• Preciously executed 1000 insurance claims annually through consistent engagement with adjusters to collate comprehensive details.
• Garnered over $200K/month from four insurance companies, underlining the efficacy of maintaining robust insurer relationships and proactive outreach.
• Enhanced rental file management through daily cross functional communication.
• Expedited claims processing by streamlining direct billing requests through ARMS reservations.

• Maintain a fleet of over 150 cars
• Underwriting of contracts
• Face to face contact with retail, business, and insurance customers
• Communication with the in-house team to reconcile insurance contracts
• Management of clients on behalf of insurance companies for vehicle rentals
• Uphold an above average ESQI score of 83%