Kuljeet Singh Email & Phone Number

Markham, Ontario, Canada

• Promoted insurance policy sales with persuasive explanations of plan features and advantages against other options.• Managed a client portfolio of 150+, increasing client retention by 17% through proactive engagement and tailored financial advice.• Using Customer Relationship Management (CRM) tools to document and track customer interactions.• Consistently delivered New Business and Cross Sales each month through detailed product and service knowledge.• Served as a Subject Matter Expert (SME) in Sales, Financials, and Compliance, imparting comprehensive knowledge to team members to enhance proficiency and excellence in each sector.

Markham, Ontario, Canada

• Assisted clients in troubleshooting issues related to online account access, form submissions, or other web-based functionalities.• Enhanced operational efficiency by conducting fundamental repairs on hardware, software, and equipment, thereby restoring optimal performance as an IT Support Technician.• Guided users through step-by-step solutions and technical troubleshooting procedures via telephone to diagnose and triage problems.• Reviewing all policies registered for UBI (User Based Experience) Application and ensuring that the application is active for each user and removing inactive users in that process.• Improved future issue handling by developing and documenting technical processes.

Markham, Ontario, Canada

• Verified validity and accuracy of claims forms, inspection reports and other records submitted as part of Home and Auto claims.• Led a team effort to streamline claims processing, resulting in a 24% reduction in turnaround times and saving approximately $40,000 annually.• Document and maintain comprehensive process documentation, including standard operating procedures (SOPs) and workflow diagrams.• Provided account information, claims procedure guidance and additional resources to support policyholders throughout the claims process.

Toronto, Ontario, Canada

• Overseeing the onboarding process for new employees and coordinating training programs to enhance the skills and capabilities of the team.• Managed a diverse team of over 60 people on a regular basis and working as a Support and making them familiar with day-to-day activities including but not limited to Customer Service, Selling techniques.• Conducting regular performance reviews and assessments with new employees and addressing performance issues and providing constructive feedback.• Developed and implemented ongoing training programs to ensure the team stays with current industry trends, product knowledge and sales techniques.• Worked with the senior managers to optimize resource allocation and ensure the team is aligned with organizational goals.

Toronto, Ontario, Canada

• Promoting sales to existing and new clients by using extensive sales techniques like up-selling and Cross Selling.• Connecting and building rapport with a variety of clients by engaging in meaningful conversations to better understand client’s needs and offering solutions accordingly. • Developed and executed innovative sales strategies, resulting in a 16% increase in monthly sales revenue. • Managed customer service requests for a leading North American electronics and telecommunications brand. • Brought in over 70 new clients per month through successful prospecting initiatives. • Negotiating and entering into contractual agreements in accordance with the company’s policies and procedures resulting in an average transaction increase of 33% per month.

Scarborough

Gurgaon, Haryana, India

Strategic Management - Accounting, Accounting And Finance

Financial Planning, Accounting And Finance

Bachelor'S Degree, Business/Commerce, General, 80%

Activities and Societies: Annual Fest

12Th, Commerce, 84%

Activities and Societies: President of Student Council.