Summary
Overview
Work History
Education
Skills
Area Of Expertise
Certification
Timeline
Generic

Jasleen Kohli

Brampton

Summary

Experienced Insurance Advisor with 5 years of expertise in risk assessment, tailored coverage solutions, and client relationship management. Proven track record of exceeding sales targets, optimizing policy underwriting, and ensuring compliance. Skilled in cross-selling financial products and delivering exceptional service. Seeking to drive growth and client success in a dynamic organization.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Johnston Meier Insurance Agencies Group
03.2020 - 03.2023
  • Increased policy conversions by 30% through proactive follow-ups with potential clients, providing tailored insurance solutions
  • Managed over 200 client portfolios for ICBC and personal lines, ensuring 100% accurate premium collection and regulatory compliance
  • Conducted 50+ in-depth client assessments per month, identifying insurance needs and financial goals, leading to a 25% boost in tailored policy adoption
  • Led the policy renewal process, achieving a 90% client retention rate, minimizing policy lapses, and optimizing coverage solutions
  • Oversaw the policy renewal process, achieving a 95% renewal rate, ensuring clients’ continued coverage while identifying upsell opportunities
  • Expanded referral network by 35% through strategic partnerships and proactive client engagement, strengthening market presence

Insurance Advisor

Westland Insurance
08.2017 - 08.2019
  • Proactively identified and engaged 100+ new clients per quarter, expanding the customer base by 25% through strategic networking, referrals, and targeted outreach
  • Built and maintained a pipeline of over 150 potential clients, leveraging market research and client databases to drive 20% growth in new business opportunities
  • Achieved a 30% increase in personal lines & ICBC insurance sales, providing tailored coverage solutions for auto, homeowners, and travel insurance to meet diverse client needs
  • Delivered exceptional customer service, guiding clients through policy selection, claims processes, and renewals, resulting in a 95% client retention rate
  • Exceeded individual sales targets by 20%+ consistently, contributing to overall team revenue growth

Education

Sprott Shaw College
Surrey, BC
09-2012

High School - Grade 12

Queen Elizabeth Secondary School
Surrey, BC
05-2010

Skills

  • Insurance & Financial Advisory
  • Communication Skills
  • Sales & Business Development
  • Regulatory & Compliance Knowledge
  • Client Relationship Management
  • Documentation Maintenance
  • Digital & Analytical Skills
  • Communication & Interpersonal Skills
  • Goal-Oriented & Self-Motivated
  • Adaptability & Problem-Solving
  • Networking & Collaboration
  • Interpersonal Skills
  • Client-Centric Mindset
  • Policy Analysis & Claims Processing

Area Of Expertise

  • Insurance & Financial Advisory
  • Communication Skills
  • Sales & Business Development
  • Regulatory & Compliance Knowledge
  • Client Relationship Management
  • Documentation Maintenance
  • Digital & Analytical Skills
  • Communication & Interpersonal Skills
  • Goal-Oriented & Self-Motivated
  • Adaptability & Problem-Solving
  • Networking & Collaboration
  • Interpersonal Skills
  • Client-Centric Mindset
  • Policy Analysis & Claims Processing

Certification

  • Insurance Council of BC, Level 2, 2021
  • RIBO, 2024

Timeline

Insurance Advisor

Johnston Meier Insurance Agencies Group
03.2020 - 03.2023

Insurance Advisor

Westland Insurance
08.2017 - 08.2019

Sprott Shaw College

High School - Grade 12

Queen Elizabeth Secondary School

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Jasleen Kohli