Vidhi Patel
Insurance Advisor @Td Insurance
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WORK HISTORY
Insurance Advisor @Td Insurance
Markham, ON, CA
Successfully obtained OTL (Other Than Life) Insurance License- Completed Product Training and Practicum, demonstrating strong understanding of TD insurance systems, policies, and procedures- Applied the HEAT model to handle customer interactions with empathy, professionalism, and effective resolution- Provided needs-based insurance advice for Home and Auto Insurance, aligning coverage with customer risk profiles and financial goals- Achieved consistent sales progress through consultative conversations and solution-based recommendations- Maintained ongoing monthly compliance requirements, ensuring adherence to regulatory and TD standards- Supported clients with clear explanations of policy coverage, exclusions, and endorsementsContinuously enhanced product and service knowledge through LMS training and ongoing learning programs
ABOUT VIDHI PATEL
Aspiring Data Analyst with a background in front-end development, seeking to leverage strong programming skills and a passion for data-driven decision-making. Proficient in Excel, SQL, and data visualization tools like Power BI. Eager to contribute analytical skills to drive actionable insights and support business objectives
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