Riyaad Sheriff

Insurance Advisor @Desjardins

Ottawa, ON, CA

Served members and clients, assessed their needs, promoted insurance products and helped members and clients choose coverage- Advised current and potential clients on home and auto insurance benefits and options designed to provide personal and property protection in unforeseen circumstances-Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals-Follow up on files, analyzed renewals requiring special underwriting, and corrected contracts as needed-Responded to information requests and amended contracts to ensure client satisfaction and retention-Pioneered systematic approach to customizing renewal documents detailing clients\' policies and fees to determine how they could achieve the most value for their dollar-Assessed the needs of clients, developed solutions to complex risk situations and offered clients appropriate risk management products-Conducted high level risk assessment and high alertness during potential instances of fraud-Executed billing tasks and recorded information in company databases- Reviewed documents for optimal and accurate underwriting-Establish personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educate and advise our clients on our products, while adhering to the company\'s underwriting policies-Performed Policy review & analysis for existing clients for maximum retention and to provide optimum products based on client needs.