Harpreet Kaur
Insurance Advisor
Talent
Surrey, BCMember since July 27, 2026
CommunicationCustomer ServiceSales
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CommunicationCustomer ServiceSales
About
Insurances Advisor with 2 years of experience helping clients choose the right insurance plans for their needs. Completed an MBA and have strong communication, customer service, and sales skills. Good at building trust with clients, explaining insurance products clearly, and providing excellent service. Dedicated, hardworking, and always focused on helping customers protect their future.
Experience
Insurance Advisor - Apple Insurance
(2024-10 - 2025-03)
- Assisted customers with ICBC AutoPlan insurance services.
- Processed vehicle insurance renewals, new policies, transfers, and cancellations.
- Helped customers with vehicle registration and ownership transfers.
- Explained ICBC coverage options and optional auto insurance.
- Verified customer and vehicle documents for accurate policy processing.
- Maintained accurate records and ensured compliance with ICBC procedures.
- Provided friendly and professional customer service while meeting daily service goals.
Insurance Advisor - Island Insurance
(2025-04)
- Processed ICBC AutoPlan transactions, including renewals, policy changes, and vehicle transfers.
- Assisted customers with licence plate services and registration updates.
- Explained auto insurance coverage, premiums, and policy requirements.
- Resolved customer inquiries and provided timely support.
- Ensured all transactions were accurate and followed ICBC guidelines.
- Worked efficiently in a fast-paced office environment while delivering excellent customer service.
Education
Master of Business Administration - University Canada West
Skills
Insurance Advisor