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Sajeel Irshad

Sajeel Irshad

Insurance Broker
Milton, Halton

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About Sajeel Irshad:

Experienced professional with strong critical thinking skills.

Demonstrated history of over 7 years excelling in customer service, sales, investigation and underwriting while working for top financial institutions in Canada

Experience

I worked as a customer service representative at Scotiabank for three years, starting from Jan 2015 to March 2018. During my tenure, I provided exceptional client service at the front desk by assisting clients with their day to day banking needs as well as responding to client inquiries regarding personal banking or business related products. My day to day task would comprise mostly of financial and administrative duties, For example, receiving cash deposits and checks and accurately processing the transaction to ensure ledger is balanced end of day

I worked as claims advisor for Desjardins claim services responsible for conducting investigations, adjust and settle claims based on statutory criteria, this role would require excellent communication as well as critical thinking skills to mitigate any hindrances in client experiences

I worked as an insurance advisor for RBC Insurance from April 2018 to June 2022, where I handled various clients and understood unique client needs. It was my fiduciary duty to ensure adequate coverage for my clients and often times would come across client concerns and sometimes, time sensitive situations

I am currently self employed as an insurance broker since 2023, generated over half a million in premium consisting of over 100 clients to date

 

 

Education

BPA, Specialized Honors in Public Administration (Law, Justice & Public Policy), York University 2018 OTL, Other than Life, Insurance Institute of Canada, 2018 RIBO, Registered Insurance Brokers of Ontario, 2023 CIP, Chartered Insurance Professional, C11- C12- C130- C131, Insurance Institute of Canada

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