Simran Kahlon

Simran Kahlon

Intermediate Advisor

Followers of Simran Kahlon793 followers
location of Simran KahlonCanada

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  • Timeline

  • About me

    Finance Manager

  • Education

    • UBC Sauder School of Business

      2019 - 2021
      General Sales, Merchandising and Related Marketing Operations
  • Experience

    • Westland Insurance Group Ltd.

      Jun 2016 - Nov 2017
      Intermediate Advisor

      - Proceeding in ICBC and private auto insurance transactions including new plates, renewals, endorsements, transfers, cancellations, and debt transactions.- Initializing new business through cross selling and referrals.- Maintaining excellent client relationship through proactive communication.- Renewing, cancelling, endorsing, and writing new business for customers in need of home owners insurance, condominium insurance, tenant insurance, and motorhome insurance.

    • Schill Insurance Brokers Ltd.

      Nov 2017 - Jun 2024
      Satellite Supervisor

      - Continuously creating effortless systems to streamline the process at a dealership from the finance office to the insurance office.- Work alongside the finance office to provide the best service and products to go along with the customers needs.- Maintaining a strong relationship with all the staff at our dealerships.- Providing full support to agents when needed in all situations.- Constantly working on new procedures and technology to create efficient solutions.- Servicing major car dealerships for their own and their clients insurance needs.- Front line team member to refer clients to other lines of coverage to suit their needs.- Building and maintaining a book of business for auto insurance clients.- Providing efficient and convenient service to our clients by providing them with mobile insurance delivery. Show less

    • Go Auto

      May 2023 - now
      Finance Manager
  • Licenses & Certifications

    • Certified Sales Executive (CSE)

      UBC Sauder School of Business
      Apr 2020
    • CAIB (Canadian Accredited Insurance Broker)

      Insurance Council of BC
      Jun 2021
  • Volunteer Experience

    • Director Of Volunteers

      Issued by Fraser Health Authority on Jun 2014
      Fraser Health AuthorityAssociated with Simran Kahlon
    • Team Lead

      Issued by Surrey Schools (School District #36 Surrey) on Sept 2015
      Surrey Schools (School District #36 Surrey)Associated with Simran Kahlon
    • Student Volunteer

      Issued by Jump Start Academy on Oct 2015
      Jump Start AcademyAssociated with Simran Kahlon