Jaswaran Singh

Sales Strategy and Execution:

• Developed and executed effective sales strategies to achieve and exceed sales targets for Learning and Development training programs to clients (MNC’s ,Corporate, Government, NGOs / CSR, Philanthropic Organizations)
• Leading a team of 2 Business Consultants
• Identify and prospect new business opportunities while nurturing and expanding existing clent relationships
• Prescribe, design, and implement strategic interventions using the full range of Dale Carnegie product an services portfolios.

Client Engagement:

• Conduct thorough needs assessments to understand client requirements and challenges.
• Present compelling proposals and conduct product demonstrations to showcase the benefits of Dale Carnegie training programs.
• Build and maintain strong, long-lasting customer relationships.

Pipeline Management:

• Manage the entire sales process from lead generation to closure, including negotiation and contract finalization
• Build and manage an active sales funnel with at least 50 accounts at various stages.

Market Research:

• Continuously monitor industry trends, competitor activities, and market conditions to identify new business opportunities
• Provide feedback to the product development team to enhance existing offerings and develop new programs.

• Receive inbound phone calls and electronic quote submissions
• Explained features, advantages and disadvantages of various policies to promote insurance sales.
• Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
• Offer detailed information about products and binding coverage
• Calculated premiums and established payment methods.
• Key member of BrokerLink's pioneering digitally-focused commercial "Buy Online (BOL)" initiative, driving considerable commercial business through the brokerage and building a sizeable book of business from zero
• Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales 125 % Year on Year
• Top commercial sales producer generating substantial direct written premium annually in a fast-paced environment while concurrently balancing the demands of a hard market
• 2021 BrokerLink President's Club Inductee - Ranked #5 Commercial Lines sales broker nationally with combined Direct Written Premium of $ 1.10 Million
• Promoted to Account Executive in November 2022
• 2022 BrokerLink President's Club Inductee - Ranked #3 Commercial Lines sales broker nationally with combined Direct Written Premium of $ 1.35 Million
• Ongoing development of strong frontline underwriting ability through continued dealings with commercial lines clientele
• Ongoing development of expertise in specialty solutions for medium to large size clientele
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Actively engaged in training and professional development

• Respond to telephone calls and written inquiries from clients and underwriters
• Provide excellent customer service to new and existing clients: receive and process client requests, provide policy and coverage information & answer account related questions/requests from clients
• Provide technical support to producers to benefit clients & to reach brokerage's strategic business goals
• Prepare proposals for new business submissions for Fleet & Non - Fleet clients
• Re-market Renewals , contact clients , create renewal proposals & handle other renewal activities
• Accurately process all documentation; to include: Certificates of Insurance, Renewals, Endorsements, Customer Correspondence, and Invoicing
• Request and follow up with insurers and clients for outstanding information, endorsements or policy documentation
• Reviews policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors
• Create abeyance's and follow ups for outstanding items from underwriters, markets and clients
• Invoicing and managing receivables

• Provided personalized & exceptional customer service in a professional manner on behalf of 200 clients across Canada
• Responded to emergency calls and set up new claims for the insured on behalf of their company
• Set-up claims, body shops and contractors directly for preferred clients
• Arranged for the dispatch of adjusters or vendor partners when required
• Maintained accurate records based on company standards and policies within the claims system

• Consulted mid-sized to large companies and presented customized Dale Carnegie solutions to key decision makers to grow revenue for Dale Carnegie franchisee in assigned territory (Pune)
• Managed portfolios of upwards of 500000$ and responsible for overall Account Management
• Facilitated conversations with business leaders & key decision makers to understand their needs on employee engagement, learning and development, performance management, leadership development & organizational development
• Conceptualized & designed customized solutions that helped organizations grow their business, people productivity and profit
• Improved bottom-line profitability by growing customer base and capitalizing on up selling opportunities

• Led solution selling strategy initiatives to mid-sized & large companies in assigned territory (Pune)
• Identified opportunities for growth within assigned territory and collaborated with sales teams to achieve organizational sales goal of $ 600,000
• Sales Person of the year (2017) with total sales of $200,000