Tarun Babani
Regulated Insurance Agent (AIC Licensed)
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About
Insurance and marketing professional with experience in insurance sales, client needs assessment, policy administration, digital marketing, lead generation, business development, and customer relationship management. Skilled in developing marketing campaigns, researching market trends, supporting sales growth, and maintaining client relationships.
Alberta Insurance
Council (AIC) licensed insurance agent with an MBA in Marketing and a Bachelor of Commerce in Accounting.
Experience
Regulated Insurance Agent (AIC Licensed) - World Financial Group Insurance Agency of Canada Inc. - Edmonton, AB
(2025-06)
- Assess clients’ insurance needs and explain relevant product options, coverage, premiums, exclusions, and policy terms.
- Conduct client consultations to understand financial protection goals and insurance requirements.
- Prepare and present tailored insurance quotes, proposals, and policy information.
- Review existing coverage, identify potential gaps, and discuss suitable options with clients.
- Coordinate with insurance providers and underwriting teams on applications, policy changes, and client requirements.
- Guide clients through claims procedures and explain required documentation.
- Maintain accurate client records and protect confidential information in accordance with privacy requirements.
- Maintain knowledge of insurance products, Alberta insurance requirements, licensing obligations, and professional standards.
- Build referral networks and develop client relationships through networking and business development activities.
Marketing Manager - Lomas Media Group Ltd. - Wetaskiwin, AB
(2025-06 - 2025-11)
- Developed marketing strategies to promote IT products, technology solutions, and digital services.
- Conducted market and competitor research to identify customer needs, industry trends, and business opportunities.
- Planned and managed digital campaigns across social media, email, search engines, and online platforms.
- Managed website and social media content planning, creation, scheduling, and publication.
- Generated and qualified leads through digital campaigns, referrals, networking, and business development.
- Prepared marketing materials, presentations, brochures, proposals, newsletters, and promotional content.
- Collaborated with sales and technical teams to align campaigns with business goals and customer needs.
- Tracked campaign performance, website traffic, lead conversion, customer engagement, and marketing metrics.
- Prepared performance reports and recommended improvements based on campaign results and market research.
- Coordinated promotional campaigns, webinars, events, partnerships, budgets, and external vendors.
Delivery Associate - DoorDash - Edmonton, AB
(2024-02 - 2025-06)
- Accepted and completed food and retail delivery orders accurately and within expected timeframes.
- Verified order details, secured items, and delivered orders safely to designated addresses.
- Used GPS and navigation applications to plan efficient routes and manage delivery timing.
- Communicated professionally with customers regarding delivery instructions, delays, and order issues.
- Resolved routine delivery concerns with customer support and maintained a customer-focused approach.
- Prioritized multiple delivery requests based on location, timing, and order requirements.
Marketing Manager - 8918392 Canada Inc. - Toronto, ON
(2023-07 - 2024-01)
- Developed marketing strategies to promote driving school programs, courses, and services.
- Planned digital campaigns using Google, social media, email marketing, and online platforms.
- Managed social media accounts, including content creation, scheduling, and engagement monitoring.
- Conducted market research and prepared advertisements, flyers, brochures, and other promotional materials.
- Generated and followed up on leads from digital advertising, social media, referrals, and other channels.
- Developed initiatives to increase student enrolment, customer retention, and referrals.
- Tracked campaign metrics, lead conversion, enrolment, and return on marketing investment.
- Coordinated promotional campaigns and partnerships with local businesses, schools, colleges, and community organizations.
- Prepared marketing reports and monitored competitors’ pricing, promotions, services, and strategies.
Marketing Manager - Indian Instruments - Mehsana, Gujarat, India
(2014-01 - 2023-05)
- Managed sales promotions and marketing strategies across major social media platforms.
- Supervised sales support staff and coached team members on cross-selling and upselling techniques.
- Contributed to a 10% increase in net sales revenue through cross-selling and upselling initiatives.
- Built customer and community relationships to support repeat business and long-term growth.
- Resolved issues for key customers to maintain relationships and encourage repeat business.
- Developed brand marketing and communication strategies aligned with business objectives.
- Coordinated marketing events, lead-generation activities, social media content, and promotional campaigns.
- Developed and tracked performance indicators to measure campaign results.
Education
Master of Business Administration (MBA) - Marketing - Sikkim Manipal University (2013-10)
Bachelor of Commerce (B.Com.) - Accounting - Gujarat University (2010-04)