Summary
Overview
Work History
Education
Skills
PERSONAL ATTRIBUTES
Personal Information
Disclaimer
Timeline
Generic
Jaspreet Bhamra

Jaspreet Bhamra

Kaur
Navi Mumbai

Summary

  • Talented Insurance Customer Service Representative conferred with customers by telephone or in-person to provide information about products or services. Took or entered orders, canceled accounts and obtained details of issues. Smart individual with great communication and task prioritization talents.
  • Highly trained professional with a background in verifying insurance benefits and creating appropriate patient documentation. An established Insurance Verification Specialist known for handling various office tasks with undeniable ease.

Overview

1
1
year of professional experience

Work History

Sale Executive Process (HDFC LIFE INSURANCE )

Hexaware Technology
8 2018 - 7 2023
  • Experience in Sales, Excellent presentation skills, Handling outbound sales calls, Knowledge of MS Office software and CRM software, Ability to negotiate and understanding of marketing skills, Self-motivated and goal-oriented, desire to deliver results, Fast learner and quick thinker, Ability to create and deliver presentations, Passionate about sales, Ability to adapt and grow in a competitive environment.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Resolved customer complaints with empathy, resulting in increased loyalty . and repeat business.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.


Key Account Manager (TATA AIA)

TATA AIA LIFE INSURANCE
10.2023 - Current
  • Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
  • Analyzed sales and customer data to identify trends and opportunities for increased profitability.
  • Analyzed market trends, identifying opportunities for expanding product offerings within key accounts.
  • Strengthened client relationships through regular communication and effective problemsolving.
  • Built and maintained strong client relationships to drive business growth.
  • Created sales forecasts to target daily, monthly and yearly objectives.
  • Coordinated with internal teams to ensure timely delivery of products and services, meeting client expectations.
  • Built relationships with customers and community to promote long term business growth.
  • Attended monthly sales meetings and quarterly sales trainings.

Education

Bachelor of Arts -

MUMBAI UNIVERSITY
Mumbai, India
04.2001 -

H.S.C -

GURU NANAK COLLAGE
Mumbai, India
04.2001 -

S.S.C -

GURU NANAK HIGH SCHOOL
Mumbai, India
04.2001 -

Skills

Team Handling

Team Player

Customer Service

Problem Solving

Target oriented, able to demonstrate best results in constraints and time bound operation

Inbound and Outbound Call Handling

Customer support

Telesales

Complaint Resolution

Ability to work in new and challenging environment

Willingness to work in groups and ability to lead group activities

Readily develop rapport with patients, relatives, staffs and other health care professionals

Relate well to people from variety of cultures and socio economic conditions

Possess special sensitivity to meeting diverse needs varied situations

Approachable and a team player, effective listener, committed and responsible, adaptable and flexible, energetic, enthusiastic and proactive, good interpersonal skills

Business Planning

Team Management

Marketing Strategy Development

Sales Targeting

Customer Portfolio Management

Business Needs Assessment

New Business Development

PERSONAL ATTRIBUTES

  • PUNCTUAL AND FRIENDLY.
  • HARD WORKER AND AMBITIOUS.
  • GENTLE AND COMPASSIONATE.
  • LEADERSHIP
  • PROMBLE SLOVING

Personal Information

  • Date of Birth: 04/22/1999
  • Nationality: Indian
  • Marital Status: Married
  • ADDRESS: Greenscape roayle c-wing ,Room no- 704,Sector-07,Plot No-29,Kamothe Navi Mumbai,Pincode- 410209.

Disclaimer

I hereby declare that all furnished details are true and correct to the best of my knowledge.

Timeline

Key Account Manager (TATA AIA)

TATA AIA LIFE INSURANCE
10.2023 - Current

Bachelor of Arts -

MUMBAI UNIVERSITY
04.2001 -

H.S.C -

GURU NANAK COLLAGE
04.2001 -

S.S.C -

GURU NANAK HIGH SCHOOL
04.2001 -

Sale Executive Process (HDFC LIFE INSURANCE )

Hexaware Technology
8 2018 - 7 2023

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Jaspreet BhamraKaur