Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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KALPANA GUPTA

KALPANA GUPTA

ETAWAH

Summary

In-depth experience as an Insurance Advisor, bringing forth comprehensive knowledge of insurance products and regulations. Strong ability to analyze risk factors and provide strategic advice accordingly. Notable strengths in relationship building, policy interpretation, and client needs assessment. Past roles have demonstrated significant impact through increased client satisfaction rates and retention.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Insurance Advisor

Kalpana gupta
Etawah
05.2024 - Current
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Processed applications for new policies including verifying eligibility criteria.
  • Employed assumptive sales techniques to efficiently close and process sales.
  • Responded to customer inquiries and problems to promote great service.
  • Met with division leaders and consultants to discuss strategies to increase sales.

Education

Master of Science - Zoology

Janta College Bakewar Etawah
Bakewar
05-2016

Bachelor of Science - Biology

Janta College Bakewar Etawah
Bakewar
05-2014

Skills

  • Customer service
  • Problem solving
  • Team collaboration
  • Quotes and sales
  • Client assessment
  • Insurance program analysis
  • Document control
  • Communication skills
  • Policy analysis
  • Client consultations

Languages

Hindi
First Language
English
Elementary (A2)
A2

Certification

  • Computer diploma
  • 1 year experiance insurance advisar in SBI life. Co. Ltd

Timeline

Insurance Advisor

Kalpana gupta
05.2024 - Current

Master of Science - Zoology

Janta College Bakewar Etawah

Bachelor of Science - Biology

Janta College Bakewar Etawah

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KALPANA GUPTA