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, BC09-2012
High School - Grade 12
Queen Elizabeth Secondary School
Surrey, BC05-2010
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
Similar Profiles
Navi AulakhNavi Aulakh
Commercial ,Farm & Personal Lines Insurance Broker at Mid Valley Insurance Agencies Ltd.Commercial ,Farm & Personal Lines Insurance Broker at Mid Valley Insurance Agencies Ltd.
Marcia KozakMarcia Kozak
Auto Insurance Advisor at Johnston Meier Insurance AgenciesAuto Insurance Advisor at Johnston Meier Insurance Agencies
Ravinderjeet GillRavinderjeet Gill
Insurance Broker at Johnston Meier InsuranceInsurance Broker at Johnston Meier Insurance