Ishmeet Sandhu

Licensed Level 2 Insurance Advisor with experience helping clients protect their homes, vehicles, travel through tailored insurance solutions. Proven track record of building strong client relationships, generating new business, managing renewals, and providing exceptional customer service. Experienced working in fast-paced brokerage environments and communicating effectively with clients, insurers, and underwriting partners.

Insurance Advisor - Scott Road Insurance - Surrey, BC

(2023-01)

• Generate new business through referrals, networking, community involvement, and client relationships.
• Quote and sell home, tenants, auto, tenant, travel insurance products.
• Conduct policy reviews and recommend coverage options based on clients' changing needs.
• Manage renewals, endorsements, policy changes, and cancellations while maintaining high service standards.
• Follow up with clients to strengthen retention and identify additional insurance opportunities.
• Work closely with insurance company underwriters to secure competitive pricing and appropriate coverage.
• Maintain accurate records and documentation using brokerage management systems and insurer portals.

Insurance Advisor - Western Financial Group - Richmond, BC

(2019-01 - 2022-12)

• Provided quotes and sold home, auto, tenant, and travel insurance products to new and existing clients.
• Assisted customers in person, over the phone, and through email while delivering exceptional customer service.
• Managed a portfolio of client accounts and conducted renewal reviews to maintain retention.
• Followed up on outstanding activities and policy requirements to ensure timely completion.
• Identified cross-selling opportunities and recommended additional coverage solutions when appropriate.
• Built strong relationships with insurance company partners and maintained current product knowledge.
• Contributed to branch sales objectives through new business generation and customer retention efforts.

Fundamentals of Insurance - Insurance Brokers Association of British Columbia