Steve Chapman
Calgary, Canada · +91 90000 00204 · steve.chapman@example.com
Summary
Insurance advisor with 5 years of experience in life and health insurance. Build long-term client relationships through honest advice, quick claim support and regular follow-up.
Experience
Senior Insurance Advisor, Malwa Life Insurance
Calgary · Apr 2022 to Present
- Sold 260 life and health policies with a total annual premium of $94,000.
- Achieved a 92% renewal rate by contacting clients 30 days before each due date.
- Supported 45 claims from filing to settlement and kept the average settlement time under 10 days.
- Trained 8 junior advisors on needs analysis and policy comparison.
Insurance Advisor, Narmada Insurance Services
Calgary · Jul 2019 to Mar 2022
- Built a base of 150 clients through referrals and local camps.
- Won the Rising Star award in 2021 for the highest new-business premium in the branch.
- Explained policy terms in simple Spanish and English to 100+ first-time buyers.
Education
B.Com, Commerce, Central University, Calgary (2016 to 2019) · First class, 66%
Skills
Life and health insurance · Needs analysis · Policy comparison · Claim support · Client retention · Lead generation · IRDAI regulations · Presentation skills · CRM tools · Spanish and English
Certifications
- IC-38 Life Insurance Agent, IRDAI (2019)