Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic
ATUL VIRDHI

ATUL VIRDHI

JAMMU

Summary

Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.

Overview

6
6
years of professional experience

Work History

Sales Manager

Bajaj Allianz General Insurance
03.2023 - Current
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.

Assistant Sales Manager

Max Life Insurance
12.2022 - 03.2023
  • Assisted sales team with completing customer transactions and managing issues.
  • Trained new associates in successful sales and performance strategies.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed and developed sales team.

Senior Associate

One97 Communications ( Paytm )
07.2020 - 12.2022
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices in insurance.
  • Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
  • Achieving target on monthly basics.
  • Proving complete and proper information to the clients.

Customer Advisor

Coverfox Insurance Broking Pvt. Ltd
10.2018 - 10.2019
  • Analyzed customer needs and provided best options, upselling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Delivered outstanding customer service and built rapport with clients.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life insurances.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Calculate premiums and establish payment method. Seek out new clients and develop client by networking to find new customers and generate lists of prospective clients.
  • Deliver the high quality business to the company.



Customer Advisor

IIFL
07.2017 - 04.2018
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life insurances.
  • Coordinated with wholesalers to develop insurance awareness and selling skills.
  • Calculate premiums and establish payment method. Seek out new clients and develop client by networking to find new customers and generate lists of prospective clients.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Developed, implemented and monitored new underwriting guidelines for agency.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Followed up with potential clients regarding online information requests.

Education

Bachelor of Arts - Arts

Jammu University
Jammu
08.2015

Skills

  • Cross-selling and upselling
  • Policy adjustment knowledge
  • Product Knowledge
  • Insurance sales strategy
  • Client retention
  • Customer follow-up
  • Complaint handling and resolution
  • Self-motivated

Additional Information

Father's Name: Late. Shri Udhay Chand

Date of Birth : 12/05/1993

Address : H.no 166 sec 4 Sanjay Nagar Jammu

Language Known : Hindi,English and Punjabi

Languages

Hindi
English
Punjabi

Timeline

Sales Manager

Bajaj Allianz General Insurance
03.2023 - Current

Assistant Sales Manager

Max Life Insurance
12.2022 - 03.2023

Senior Associate

One97 Communications ( Paytm )
07.2020 - 12.2022

Customer Advisor

Coverfox Insurance Broking Pvt. Ltd
10.2018 - 10.2019

Customer Advisor

IIFL
07.2017 - 04.2018

Bachelor of Arts - Arts

Jammu University

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ATUL VIRDHI