Roushan Kumar

• Selling the best insurance policies to the clients and successfully leading the team.
• Calling on policyholders to deliver and explain policy, to analyze

insurance program and suggest additions or changes, or to change

beneficiaries.

• Seeking out new clients and develop clientele by networking to find

new customers and generate lists of prospective clients.

• Competed customer service transactions, set up new policies and

manage insurance portfolio.

• Responsible for creating new reporting method for insurance

agency/maintain client records.

• Provisional licensed insurance agent presenting final expense plans to a low socioeconomic population seeking life insurance coverage.
• Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
• Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.