Rohit Dutta
@rohitdutta1
I drive insurance sales, retention, and first-call resolution in high-volume contact centres.
CanadaWhat I'm looking for
At BMO, I serve as a first point of contact for insurance and banking clients, resolving inquiries, processing policy changes and payments, and turning service interactions into cross-sell and up-sell opportunities.
Previously at Teleperformance, I advised clients on auto, home, and property insurance through high-volume inbound and outbound calls. I conducted needs assessments, prepared quotes, matched coverage to budgets, and exceeded sales and premium targets while supporting retention.
My earlier work at Rogers combined customer service, sales support, billing, plan changes, and retention conversations. I'm IFIC-qualified and bring a BBA in Financial Markets plus postgraduate training in Marketing Management.
Experience
Work history, roles, and key accomplishments
Serve as the first point of contact for clients on insurance and banking products, resolving inquiries with a first-call resolution approach. Assess client needs and recommend suitable insurance and financial solutions, identifying cross-sell and up-sell opportunities.
Advised clients on personal insurance products through high-volume outbound and inbound calls using predictive-dialer technology. Conducted detailed needs assessments, prepared quotes, and recommended appropriate coverage to match client requirements and budget.
Delivered customer service and sales support for Rogers products and third-party insurance/device-protection plans in a fast-paced contact-centre setting. Handled billing inquiries, plan changes, and retention conversations, resolving concerns with a first-call resolution focus.
Education
Degrees, certifications, and relevant coursework
Seneca Polytechnic
Postgraduate Certificate, Marketing Management
2022 -
Pursued a Postgraduate Certificate in Marketing Management at Seneca Polytechnic in Toronto, Ontario.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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