Dave Kahlon
Seasoned insurance professional with over 20 years of experience in insurance sales, brokerage operations, business development, and team leadership, with extensive industry knowledge and a proven ability to build strong client relationships, drive growth, and lead high-performing teams.
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About
Proactive leadership and management expertise with strong strategic planning, coordinating, and delegating capabilities. Ability to direct and execute projects in a professional manner within budget and on time. Strong business acumen that is employed in addressing unpredictable situations in a fast-paced environment with strong attention to detail. Energetic, dedicated, and analytical skills to contribute positively to an organization. Holding myself to the highest degree of accountability.
Experience
Sub-Boker, Paul Insurance, Calgary, AB February 2024 – Current
- Lead management and strategic growth of a mid- to large-market personal and commercial book of business, optimizing profitability and client longevity.
- Conduct comprehensive analysis of clients’ insurance portfolios and recommend appropriate coverage solutions to ensure adequate asset protection.
- Ensure all policy endorsements are processed accurately, issued promptly, and premium adjustments are collected in a timely manner.
- Focus on delivering exceptional client service while identifying cross-selling opportunities to enhance retention and portfolio growth.
- Collaborate with internal team members and insurance carriers to structure optimal solutions that achieve successful outcomes for clients and stakeholders.
Financial Advisor, Sun Life Financial, Calgary, AB August 2018 – July 2023
- Build and maintain strong relationships with underwriters and other industry professionals.
- Account Executive for a large block of Accounts for Group insurance, Individual insurance and Wealth portfolio.
- Provide leadership and mentorship to new advisors, contributing to increased client retention and long-term relationship growth.
- Complete detailed analysis of client’s financial situation and provide recommendations/solutions to help them achieve their goals.
- Lead comprehensive annual benefits plan reviews and develop strategic recommendations to enhance plan value, optimize costs, and strengthen alignment with client and employee needs.
- Assisting clients with retirement and wealth planning while maximizing tax strategies.
- Staying updated on Mutual Funds by performing comparative analysis using Morningstar.
- Collaborating and assisting with Compliance officer for audits.
- Actively engage in business development activities: webinars, introduction events, professional networks.
- On-going learning and development to ensure professional knowledge is current.
President, Shield Insurance Group Ltd, Calgary, AB January 2011 – March 2018
- Recruited and managed a team of insurance professionals.
- Coached, Trained and motivated staff with positive feedback.
- Built and maintained relationships with insurance carriers: Aviva, Intact, Canada Life, Manulife, Sun life, and RBC
- Assessed client’s home, auto, commercial liability, life, disability, and group insurance needs and provided multiple solutions.
- Underwriting policies to make sure they fit carrier requirements.
- Performed field underwriting and loss control inspections, reviewed and implemented loss control recommendations with insurers and clients.
- Built strong client relationships by advocating on their behalf to insurance carriers and regulatory bodies.
- Facilitated claims processes to deliver successful outcomes for clients and insurance carriers while ensuring efficient resolution and exceptional service.
Education
Business Management Advance Diploma with Honors Graduated December 2004
Humber Institute of Technology and Advanced Learning
