Ajit Parab

Associate Insurance Advisor

Life & General Insurance ( License ) & Prudent Financial Services

Pune

05.2001 - Current

Improved upselling strategies by identifying cross-selling opportunities within existing client base.
Coordinated closely with underwriters to ensure accurate pricing structures for various coverage options.
Provided exceptional support during claim processes, ensuring timely payouts and minimal client stress.
Assisted in the resolution of complex claims, leading to increased customer satisfaction and retention rates.
Optimized workflow processes by implementing time-saving tools that increased overall team productivity.
Collaborated with team members to achieve company targets and improve overall performance.
Maintained detailed records of all transactions, aiding in accurate reporting and future decision-making processes.
Cultivated partnerships with local businesses for mutually beneficial referral networks.
Delivered informative presentations at industry events, raising brand awareness and generating new leads.
Efficiently managed a high volume of daily inquiries, balancing multiple tasks while maintaining excellent customer service standards.
Developed strong relationships with clients, ensuring loyalty and long-term business growth.
Initiated regular follow-ups with clients to maintain strong relationships and address any concerns proactively.
Expanded product knowledge through continuous learning, resulting in higher sales figures and client satisfaction.
Conducted thorough risk assessments to provide accurate coverage options tailored to individual needs.
Streamlined the client onboarding process for a more efficient and enjoyable experience.
Managed a diverse portfolio of clients, maintaining high levels of service regardless of policy size or complexity.
Enhanced customer satisfaction by providing personalized insurance advice and policy recommendations.
Stayed up-to-date on industry trends and regulations, allowing for effective adjustments to sales strategies as needed.
Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
Employed consistent positive attitude towards customers, peers and other personnel.
Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales Number%.
Identified issues and quickly resolved problems, escalating to supervisor when necessary.
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Explained features, advantages and disadvantages of various policies to promote insurance sales.
Provided quotes and promoted products for building, contents and vehicle insurance.
Appraised personal and real properties to determine correct levels of coverage for each policy.
Upsold additional products and services after identifying customer needs and requirements.
Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.

Summary

Overview

Work History

Associate Insurance Advisor

Education

Arhatic Preparatory Level - Pranic Healing @Spiritual Level

Psychotherapy Level - Pranic Healing

Advance Level - Pranic Healing

Basic Level - Pranic Healing

International Institute Of Management -Certification - Insurance Financial Accounting

Diploma In Microsoft Office - Computers

DIPLOMA - Hospitality Industry

HSC - Maharashtra Board

SSC - Maharashtra Board

Skills

Timeline

Associate Insurance Advisor

Arhatic Preparatory Level - Pranic Healing @Spiritual Level

Psychotherapy Level - Pranic Healing

Advance Level - Pranic Healing

Basic Level - Pranic Healing

International Institute Of Management -Certification - Insurance Financial Accounting

Diploma In Microsoft Office - Computers

DIPLOMA - Hospitality Industry

HSC - Maharashtra Board

SSC - Maharashtra Board

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