Haridas Y Rao
Thalassery
Summary
Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
9
9
years of professional experience
Work History
Insurance Agent
LIC, Star Health and UIIC India
Thalassery, Kerala
01.2016 - Current
- Expertise in insurance types such as Life Insurance, General Insurance, Health Insurance and Vehicle insurance.
- Recognized by management for providing exceptional customer service for registering a sum assured worth INR 50 Lakhs for a policy by LIC of India.
- Registered over 100 clients for different policies with the mentioned insurance companies.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Processed payments received from clients promptly according to established procedures.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
Education
Bachelor of Commerce - Commerce
Calicut University
Calicut11-2017
Skills
- Client assessment
- Customer follow-up
- Professionalism and ethics
- Policy renewals
- Negotiation abilities
- Private insurance
- Client needs analysis
- New client acquisition
- Licensed insurance agent
- Life insurance
- Client retention
- Client relations
- Customer service
- Insurance sales strategy
- Health insurance
Languages
Malayalam
First Language
English
Intermediate (B1)
B1
Hindi
Elementary (A2)
A2
Tamil
Beginner (A1)
A1
Accomplishments
- Honored by LIC of India for registering a client for sum assured worth of INR 50 Lakhs.
Timeline
Insurance Agent
LIC, Star Health and UIIC India
01.2016 - Current
Bachelor of Commerce - Commerce
Calicut University
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