Puneet Lamba

Associate Insurance Advisor Iii Commercial Insurance Specialist @Co-operators

Bowmanville, ON, CA

Maintain a solid book of business for existing clients, and grow new business base through a range of networking and sales tactics, including cold calling and prospecting for potential customers to effectively articulate the company’s competitive advantage and new products- Gather all of the necessary information to evaluate the commercial insurance needs against available insurance products for each client, and negotiate the terms and conditions with key stakeholders- Develop and present risk management assessments to advise clients on ways to minimize and avoid claims- Remain educated on all insurance coverage provisions, the overall insurance industry, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services in the process- Deliver a high level of personal attention to prospective and existing customers, personally visiting them to follow up as needed, and provide coaching management on commercial insurance policy options upon request.