Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Kavita Shetty

NaviMumbai

Summary

Dynamic Life Insurance Agent with a proven track record at Life Insurance Corporation, excelling in client education and risk assessment. Adept at regulatory compliance and claims resolution, I foster strong client relationships, ensuring satisfaction and retention. Committed to delivering tailored policy solutions that enhance asset protection and meet diverse client needs.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Life Insurance Corporation
Mumbai
05.2009 - 10.2012
  • Educated clients on life insurance products and benefits.
  • Conducted needs assessments to determine suitable coverage options.
  • Prepared and presented policy proposals to prospective clients.
  • Managed client relationships through regular follow-ups and support.
  • Updated client records and maintained accurate policy documentation.
  • Assisted in resolving claims issues and policy inquiries promptly.
  • Participated in training sessions to enhance product knowledge and sales techniques.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Educated clients on various types of life insurance policies available in the market.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Performed administrative tasks such as filing paperwork or updating databases.
  • Offered policy guidance and management to promote asset protection.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Attended educational seminars and conferences to stay up-to-date on industry trends.
  • Advised clients on the tax implications of their investments and purchases.
  • Maintained records of client information, including policies and payment history.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Provided ongoing support and advice to clients regarding policy adjustments and updates.

Data Entry Clerk

Freelance
Mumbai
01.2010 - 10.2011
  • Entered and updated data in the company database system daily.
  • Reviewed and corrected discrepancies in data entries to maintain accuracy.
  • Performed data entry from paper documents, emails, and other sources into computer systems.
  • Updated existing records with new or revised information as needed.
  • Scanned documents into appropriate databases for storage purposes.

Education

Tally Basics - Financial Accounting

Disha Computers
Navi Mumbai
06-2024

DTP - DCA & DTP

Shilpa Computer Centre
Bailur
12-2012

Bachelor of Commerce -

Sri Venkatarammna Women College
Karkala
04-2001

Skills

  • Policy writing
  • Client education
  • Risk assessment
  • Regulatory compliance
  • Claims resolution
  • Customer relationship management

Certification

  • Completed the course of Yoga Teacher from Yoga Institute Santacruz

Languages

Kannada, Hindi, Tulu,
First Language
English
Beginner
A1

Timeline

Data Entry Clerk

Freelance
01.2010 - 10.2011

Life Insurance Agent

Life Insurance Corporation
05.2009 - 10.2012

Tally Basics - Financial Accounting

Disha Computers

DTP - DCA & DTP

Shilpa Computer Centre

Bachelor of Commerce -

Sri Venkatarammna Women College

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Kavita Shetty