Sameen Umair (Rehman) - Mba, Cip Email & Phone Number

Oakville, Ontario, Canada

Oakville, Ontario, Canada

Oakville, Ontario, Canada

Oakville, Ontario, Canada

Retail Account Manager to service existing and new clientsUnderwriting:• Keep up-to-date with the underwriting guidelines of over 10 insurance companies in both regular and high-risk markets• Review each insurer’s risk appetite and place clients with the correct insurer within their appetite• Complete the application process with the required documentation, process changes on the insurer’s broker portal and submit new business in a timely manner• Refer the risk above binding authority level to the underwriter with complete documentation for approval prior to submission• Follow up with the renewal and new business requirements of the insurance companies like inspections, surveys, questionnaires, coordinate with the clients and submit to the insurance company in a timely mannerCustomer Service & Sales:• Manage a book of business of 1000 – 1200 clients• Understand each client’s needs, analyze the risk and place them with the right insurer• Utilise strong listening and problem-solving skills to resolve client’s concerns and provide them exceptional service • Established strong rapport and trust with the clients and provide timely solutions to their insurance needs• Review renewal requirements of the clients by ensuring that policy coverages meet their requirements and available discounts are applied accordingly• Remarket clients to other insurers for better premium without compromising on the coverages; if no savings are found within the current policy

Etobicoke, Ontario, Canada

Insurance Advisor at the In-bound call centre to service existing and new clients regarding personal lines insurance Underwriting & Compliance:• With thorough knowledge and understanding of underwriting guidelines, efficiently analyze each risk and make sound and timely underwriting decisions within authority level • Consistently comply with the compliance and underwriting processes, due to which I am 113% to plan on the risk and regulatory compliance • Successfully completed rotation with the Underwriting department; prepared and facilitated weekly huddles, presentation for Q2 in 2015. Compiled Quality Audits Results (QAR) and prepared trending on individual basis for team managers to coach the advisors • Regularly review underwriting rules and procedures, as well as share best practices with the team and ensure due diligenceSales Management & Customer Service:• Consistently meet and exceed sales goals; I am 122% to plan for cross-sales, 95% to plan for sales and exceeded the endorsement targets with 124% to plan • Satisfy quality expectations while managing telephone service performance (TSP) metrics; for TSP and time management I am 95% to plan with the calls per hours of 4.0• Effectively apply communication skills to explain product features and benefits to the customers and make recommendation• Utilize superior listening and problem-solving skills to understand clients' needs, resolve their concerns and provide legendary customer service • Generate "Promoter" customers who are extremely likely to recommend our products and services and positively contribute to the team's Customer Experience Index Leadership:• Lead and prepare monthly team meetings, recognition presentation and work with peers to help in their development• As the team’s Pulse Champion maintain productive interpersonal relationships the peers, keep them motivated and develop plans to improve Employee Experience within the team and within the company

Toronto, Ontario, Canada

• Conducted intercept marketing and direct sales to promote products• Successfully met and exceeded the weekly and monthly sales targets • Utilized communication and relationship-building skills to brief customers about the benefits of the card • Managed account activation at various Shoppers Drug Mart stores in Mississauga, Brampton, Etobicoke

Karachi, Pakistan

Supervised corporate communications, designing & multimedia, conferences and customer services departments Time Management: • Directed the team in their market research to develop promotional literature as well as campaigns in alignment with the business objectives. Utilized multi-tasking skills to produce marketing literature for 10 exhibitions and 5 correlated conferences during the fiscal year• Supported the sales and marketing teams by ensuring timely delivery of the marketing material, stationary and other printed material Project Management: • Expertly planned conferences, established budget and selected venues• Reviewed and formulated the sponsorship packages to generate significant revenue to cover the operational expenses of the conferencesLeadership: • Led the team to research and develop targeted visitors’ list in alignment with the exhibitors’ profile and utilized various channels to drive quality attendance to the event • Led the team to achieve the desired results, coached the team members on their individual performance and assisted them in their development and growth Customer Service:• Fulfilled customer promise by planning and scheduling exclusive meetings between the exhibitors and visitors to help them close their deals

Karachi, Pakistan

• Sourced and managed multiple freelance assignments• Developed, planned and successfully organized exhibitions and conferences by securing significant sponsorships to offset maximum operational expenses• Acted as a media consultant for advertisement design and release in various related publications• Coordinated & tracked advertising scheduled & commitments for clients

Karachi, Pakistan

People Management:• Developed and managed a team of marketing executives of over 10 independent events by recruiting, training, coaching them on regular basis • Formulated rewards and recognition programs and incentives to foster a motivating and positive work environment Relationship Management: • Established strong rapport with customers, government officials, sponsors and stakeholders for the successful execution of the events • Negotiated with stall builders, hospitality consultants and supervised the staff to ensure satisfactory fulfillment of client’s needs and expectations • Coordinated with the communication team and printers to produce marketing literature, maintained inventory and made certain the timely availability

Karachi, Pakistan

• Frequently travelled to national and international events and utilized my interpersonal skills to promote exhibitions, secure exhibitors and succeeded sales targets • Demonstrated high attention to detail to develop multiple database • Effectively utilized market segmentation to optimize reach to the potential clientele • Coordinated and tracked promotional activities in leading international publications and journals, to ensure they are consistent and accurate with the marketing objectives • Produced press releases and pre/post-show reports after each event and ensured their timely distribution via email, web promos and mail

Certified Insurance Professional (Cip), Insurance

Other Than Life (Otl) Licence, Insurance

Acces Employment Sales & Marketing Connection Program, Sales & Marketing

Mba, Business Administration - Marketing

Activities and Societies: Treasurer of Media Society Member of the Marketing SocietyOrganised an Inter University Declamation Contest..

Ribo Licence, Insurance