Samir Markan

Results-driven sales and insurance professional with 18+ years of progressive experience in general insurance sales, bancassurance, agency channel management, and client relationship management across leading Indian insurers (ICICI Lombard, Reliance General Insurance, Bharti AXA, ICICI Bank). Proven ability to lead high-performing sales teams, develop distribution channels, and consistently exceed revenue targets. Now based in Canada, actively preparing for RIBO Level 1 licensure and seeking to leverage deep insurance domain expertise in the Canadian P&C insurance market.

Assistant Cashier - Costco Wholesale - Ottawa, ON

(2025-10 - 2025-12)

• Delivered efficient, member-focused service in a high-volume retail environment, maintaining accuracy in transaction processing and adherence to safety and sanitation protocols.
• Collaborated with team members to maintain smooth customer flow and resolve member concerns promptly.

Customer Service Associate - Shell Gas Station - Ottawa, ON

(2025-08 - 2025-10)

• Provided friendly and efficient customer service while managing POS transactions, inventory, and regulatory compliance including Smart Serve certification.
• Followed safety, security, and company standard operating procedures in a fast-paced retail environment.

Independent Insurance & Real Estate Consultant - Self-Employed - India

(2022-02 - 2025-03)

• Independently managed a portfolio of client accounts across general insurance and real estate, maintaining a renewal retention rate.
• Generated approximately ₹ lakh in annual insurance premium through referral-based business and direct client engagement.
• Conducted needs assessments and recommended suitable insurance coverage and property solutions to individual and small business clients.
• Processed policy applications, renewals, and claims documentation with full accuracy and regulatory compliance.

Sales Manager – Retail & Commercial Lines - ICICI Lombard General Insurance Company Ltd. - India

(2018-08 - 2022-02)

• Managed end-to-end sales operations for assigned territory, achieving % of annual premium target, generating approximately ₹ crore in gross written premium.
• Led and managed a team of field sales executives and unit sales officers; improved team productivity through structured coaching and performance reviews.
• Developed and maintained relationships with bank branches, dealerships, and corporate clients, driving premium growth across multiple distribution channels.
• Recruited and activated new insurance agents annually; maintained an agent activation rate within assigned territory.
• Processed policy endorsements, renewals, and new business applications while ensuring full adherence to IRDAI regulatory guidelines and internal compliance standards.
• Maintained policy renewal retention rate through proactive client follow-up and timely renewal reminders.
• Resolved complex client escalations by coordinating with underwriting, claims, and operations teams, ensuring high customer satisfaction scores.

Unit Sales Manager - ICICI Lombard General Insurance Company Ltd. - India

(2015 - 2018-07)

• Managed a portfolio of retail and SME clients across Motor, Health, and Property segments, achieving % of assigned targets consistently.
• Conducted regular field visits to agents, lead providers, and intermediaries as per journey plan, maintaining detailed activity logs and pipeline trackers.
• Grew bancassurance premium volume by % YoY by deepening relationships with assigned bank branches and driving cross-sell initiatives.
• Trained and mentored junior sales executives on product knowledge, documentation standards, and customer engagement techniques.

Senior Sales Executive / Sales Executive - Bharti AXA General Insurance - India

(2012 - 2015)

• Generated new business of approximately ₹ lakh in annual premium through agency and direct channels across Motor and Health product lines.
• Recruited and onboarded new insurance agents per quarter; supported their licensing and activation process.
• Built and managed relationships with dealerships and brokers to grow Motor insurance volumes within assigned territory.

Sales Executive - Reliance General Insurance - India

(2009 - 2012)

• Achieved % of annual sales target across retail general insurance products including Motor, Health, and Property lines.
• Managed a client base of policyholders, maintaining strong renewal retention through consistent follow-up and service support.
• Coordinated with channel partners and intermediaries to ensure smooth policy issuance, endorsements, and claims assistance.

Insurance Sales Officer - ICICI Bank - India

(2006 - 2009)

• Cross-sold general insurance products to bank customers across assigned branches, contributing ₹ lakh in annual bancassurance premium.
• Achieved bancassurance penetration rate of % within assigned customer base, exceeding branch targets for consecutive quarters.
• Educated bank customers on insurance products, conducted needs assessments, and processed policy documentation in compliance with bank and IRDAI requirements.

Bachelor of Computer Applications (BCA) - Computer Science - RIMT-IMCT (2004)