Alisa Cheng

Insurance Advisor @TD

Markham, ON, CA

Handled inbound calls daily, building rapport with clients and providing tailored insurance solutions and client relationship management; consistently achieved 95%+ customer satisfaction survey results- Generated personalized product organization and delivered 15-20 insurance quotes per day (other than life insurance) binding policies with a first-call resolution rate of 90%+, ensuring clarity and trust in every interaction- Processed policy documents and account changes with 98% accuracy, ensuring timely updates and smooth onboarding experiences—skills directly transferable to investment account setup and maintenance- Simplified complex coverage details into client-friendly explanations, enhancing client understanding and reducing repeat inquiries by 20%; prepared information summaries that improved team meeting efficiency- Investigated client concerns and solving problems, identified coverage gaps, and resolved issues at the first point of contact in 8/10 cases, protecting client interests and enhancing retention.