Provide clients with a comprehensive Insurance plan to protect their assetsWork with Business owners and Professionals to create a customized insurance planHelp clients through their claims process with documentation, coordinating with adjusters and general tell them - DON'T WORRY YOU ARE WELL PROTECTEDProvide advise and assist clients to secure Home Insurance, Auto Insurance, Life Insurance, Business Insurance, Commercial Insurance, Professional Liability Insurance with some of the most financially strong Insurance providers in the market at a competitive price.Manage the day to day activities of an Insurance Brokerage Branch OfficeProvide professional and efficient customer serviceAdvise clients about policy changes, claims, renewals, and all issues affecting their policies

Sell Life, Home, Auto and Commercial insuranceUnderwrite new business and renewalsIssue Binder letters, Certificate insurance, Confirmation of Insurance Certificates to lawyers, clients and businesses based on their requirementsManage own office and develop a book a of business

Answer inbound calls from policy holders and address their issuesRecommend endorsements,Cross sell and up sell other lines of businessCall customers regarding underwriting abeyances and memosUse number of company portals, manuals proficiently to resolve customer issues in a timely mannerHelp fellow colleagues and trainees regarding any complex customer issuesCall underwriting departments regarding exceptions for clients, refer files for approvalsPrepare and provide Binder letter, Certificate insurance, Confirmation of Insurance Certificates to lawyers, clients and businesses based on their requirementsProvide weekly reports to team lead about policy cancellation/lapse, new business count and training updatesPoint of Contact for complex client situations including divorce, seperation, death of client, estate issues etc.

Experienced in selling variety of Property and Casualty Insurance productsAnswer inbound calls from existing policy holders and resolve their issuesRecommend, up sell and cross sell relevant products and endorsements to new and existing clientsWork on projects involving complex customer issuesCall out customers if required by the Underwriting Department to process renewals or about any specific underwriting issueUpdate client information in the system after every callAccurately maintain customer files and document all relevant detailsProcess customer letters and other documents as per company and industry guidelines

Answer Customer inquiries and complaints about HBC Credit Card and HBC MasterCardRespond to In-Store Sales Associate Calls and assist them in effectively solve customer issuesExplain billing, interest charges, interest calculation and other related inquiriesAttend to special/specific calls (death of customer)Perform changes to customer profile as per their requirements and company policies

Sell Life, Home, Auto and Commercial insuranceCall on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changesExamine risks, underwrite new business and renewalsIssue Binder letters, Certificate insurance, Confirmation of Insurance Certificates to lawyers, clients and businesses based on their requirementsProofread all documentation for the entire team before sending it to clients or underwritersManage the regular office duties without supervisionPrepare correspondences for clients

Provide technical support for Blackberry and other PDA devices for T-mobile, USAEducate customers on productsDe-escalated customer’s issues and aided in maintaining effective relationships with the clientsCross sold various products and services to meet the needs of the customersConsistently delivered the responses exceeding the team goals and accuracyPerformed detailed analysis on the system outage issues (including historical data) and created the report on its impact to the call centre performance