Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking better opportunities to expand skills while facilitating company growth.
Overview
4
4
years of professional experience
Work History
Insurance Consultant
Insurance Sub branch office
Aldur
07.2015 - 10.2019
Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
Negotiated with carriers on behalf of clients to secure competitive rates and terms.
Created detailed reports outlining risk management strategies and potential savings opportunities.
Provided ongoing customer service support, responding to inquiries in a timely manner.
Reviewed claims processing procedures to ensure compliance with applicable laws and regulations.
Assisted customers in filing claims and providing necessary documentation upon request.
Monitored renewal dates to ensure that policies are updated as required.
Investigated suspicious claims activity, recommending further action when needed.
Audited accounts regularly for accuracy, identifying discrepancies or errors that may need resolution.
Monitored clients' insurance coverages to ensure changing needs were met.
Advised clients on the latest trends and developments in the insurance marketplace.
Education
MBA - Business Management
Institute of Mgmt Studies And Research
Kuvempu University
03-2014
Skills
Client Prospecting
Customer Engagement
Decision-Making
Task Prioritization
Customer follow-up
Account Management
Timeline
Insurance Consultant
Insurance Sub branch office
07.2015 - 10.2019
MBA - Business Management
Institute of Mgmt Studies And Research
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