See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Ali Nadeem is a seasoned insurance professional with extensive experience in customer service, sales, and finance. He holds a Master's degree in Money, Banking and Finance from the University of Birmingham and a Bachelor's degree in Business/Commerce from the University of Karachi. Ali has worked in various roles, including Customer Service Representative, Insurance Broker, and Financial Analyst, and has obtained certifications such as CIP (in process) and Mutual Funds in Canada (IFIC).

Credentials

  • CIP (in process)
    The Insurance Institute of BC
    Jan, 2015
    - Apr, 2026
  • Autoplan Essential
    ILS
  • General Insurance Level-I
    The Insurance Institute of BC
  • Mutual Funds in Canada (IFIC)
    Canadian Securities Institute (CSI)

Experience

    • Renewal Specialist
      • Jul 2023 - Present

  • HUB International
    • British Columbia, Canada
    • Insurance Broker
      • Feb 2021 - Present
      • British Columbia, Canada

      Providing excellent customer service over the phone and in personAssisting team with BC Auto Renewal ProgramCommunicating with clients via text messaging systemEngage in service and sales advice as per clients needProcessing private auto and ICBC renewalsCommunicate with other team members regarding strategies and updated policies

  • The Co-operators
    • Burnaby, British Columbia, Canada
    • Associate Insurance Advisor I
      • Apr 2017 - Present
      • Burnaby, British Columbia, Canada

      Sales, service and profitable growth of personal lines insurance productsAdvise and recommend coverages and policies that best meet client needsComplete front line risk assessment and selection following underwriting guidelinesFamiliar with ICBC policies and proceduresSupport programs to build multi-client relationships

    • Insurance Broker
      • Mar 2016 - Jan 2017
      • Canada

      -Engage with clients to determine their needs and provide expert advice to ensure the best coverage for them -Maintain and manage a book of business and strong client relationships through proactive contact via phone, letter and email -Develop new business opportunities by securing expiry dates and cross selling -Manage and process renewals on a timely basis and maintain high levels of client retention Support clients in the claims process

    • Insurance Specialist
      • Jul 2014 - Feb 2016

      • Exceeding Auto Sales target on monthly basis• Upselling, cross selling on all products • Quarterly Sales leader based on performance• Outbound calling existing clients to upsell add other products

  • CIBC
    • Vancouver, Canada Area
    • Customer Service Representative
      • Jul 2009 - Aug 2013
      • Vancouver, Canada Area

      • Meet sales and productivity targets by identifying client needs and actively identifying opportunities to sell products, services and marketing offers• Independently resolve disputes of customers, branches/other financial institutions• Possess strong organizational skills with ability to multitask• Developed skills to enhance customer satisfaction and manage difficult customers• Competent with policies and procedures of CIBC & member of ACT team

  • Securiguard Services Ltd.
    • Vancouver, Canada Area
    • Concierge/Customer Service Representative
      • Sep 2006 - Sep 2007
      • Vancouver, Canada Area

      • Provided excellent customer service with highest level of responsiveness • Responded to all alarm and emergency situations within the time limit efficiently • Assured prompt action on residents complaints and concerns• Served as information liaison to residential manager and follow up with client• Provided administrative assistance with files, ledger cards and records

  • Leggett logistics
    • Birmingham, United Kingdom
    • Customer Service Representative
      • Jun 2005 - Jun 2006
      • Birmingham, United Kingdom

      • Communicated with clients in-person and on telephone successfully• Maintained visitors log-book on regular basis• Arranged and issued employee cards to new staff • Answered customer queries in official and timely manner

  • GSK
    • Pakistan
    • Financial Analyst
      • Jun 2004 - Oct 2004
      • Pakistan

      • Handled various projects related to cost and budgeting with managerial team• Evaluated financial reporting systems under supervision• Learned accounting procedure and investment activities

Education

  • 2007 - 2008
    The University of Birmingham
    MSc (money,banking and finance), Finance and Banking
  • 2002 - 2003
    University of Karachi
    Master's degree, Economics
  • 1999 - 2001
    University of Karachi
    Bachelor's degree, Business/Commerce, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles