Vishwa Joshi
Licensed Insurance Agent @RBC Insurance
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WORK HISTORY
Licensed Insurance Agent @RBC Insurance
Mississauga, ON, CA
Licensed in ON, AB, NS, PEI & NB for Home & Auto and in SK & BC for Home.• Process and underwrite the file under my Binding Authority (Level 2), as a front-line underwriter.• Provide outstanding guidance and a strong client experience to existing and new clients in order to keep their business, as well as the capacity to work on difficult files.• Provide advice on new insurance solutions based on an insurance needs analysis that meets the client\'s needs and life events.• Contribute to the betterment of the business by pricing, underwriting, and documenting exact information.• Contributing to team sales performance by achievement of individual sales goals as well as effective opportunity spotting, cross-selling, and referring to other teams.• Experience quoting/binding Home, Auto, recreational vehicles such as trailers and watercraft.
EDUCATION
Centennial College
Global Business Management
The Maharaja Sayajirao University of Baroda
Bachelor's degree
ABOUT VISHWA JOSHI
RBC Insurance empowers diverse clients by offering tailored insurance solutions across multiple provinces. As a Licensed Insurance Agent, I collaborate with clients to assess their needs, underwrite files within Level 2 Binding Authority, and ensure seamless service delivery. My role involves pricing, underwriting, and documenting with precision, contributing to team sales performance and client retention. With a Global Business Management diploma from Centennial College and a Bachelor\'s in Commerce specializing in Human Resource Management, I leverage interpersonal and organizational skills to enhance client experiences. Motivated to enable informed decisions, I focus on building long-term relationships and delivering impactful, client-centric results.
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