SAURABH BHATIA
908/430 Queen Street, Auckland CBD
Summary
Performance driven Insurance Broker promoting more than 7 years' expertise successfully working for organizations in the Insurance market. Courteous and cordial with a desire to take on challenges at a new company. Quick to familiarize myself with the company's strategies and grasp the latest technologies and industry developments while demonstrating a logical and analytical approach to solving complex problems and issues. Possess excellent interpersonal and communication skills and the ability to develop and maintain positive internal and external relationships. Experience of managing people and enjoy being part of a successful and productive team.
Overview
9
9
years of professional experience
Work History
Commercial Broker Support/Associate Broker
Rothbury Insurance Brokers
Auckland CBD
08.2022 - 08.2024
- Developed and maintained relationships with clients to identify their insurance needs.
- Provided advice on risk management, insurance coverage and policy terms.
- Timely and accurate processing of renewals, new business, alterations, and cancellations.
- Setting up new policies, processing finance agreements, sending out proposals, and following up as necessary.
- Working closely with team members to deliver project requirements, develop solutions, and meet deadlines.
- Prioritizing and organizing tasks to efficiently accomplish service goals.
- Timely and accurate processing of quotations, placing slips, and renewal reports.
Personal Insurance Advisor/Domestic Underwriter
IAG New Zealand Ltd.
Albany
07.2017 - 08.2022
- Reviewed insurance inquiries, working effectively to accommodate various requests to build company's reputation as service provider.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Proactively review existing customer policies to ensure full protection is given and limit underinsurance.
- Develop underwriting skills around underwriting and risk management to the benefit of the Business Partner business.
- Complete mail and new business/renewal activities in the required service level.
- Ensure that service and advice provided creates high levels of satisfaction with an emphasis on professionalism and excellence.
- Coordinated complex decision-making, overcoming objections to close new business.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Sales Representative
Brand Developers Ltd.
Takapuna
03.2015 - 04.2017
- Placed orders and answered customer questions through email and over phone to maximize customer service.
- Contacted new and existing customers to outline benefits of products.
- Improved overall customer purchasing experiences to promote steady revenue.
- Answered product questions with up-to-date knowledge of sales and promotions.
- Demonstrated product features to align with customer needs.
Education
Post Graduate Diploma in Applied Management -
Otago Polytechnic
Auckland10.2014
BBA - Marketing
Amity University
New Delhi, India03.2010
Skills
- Advanced communication skills
- Relationship Building
- Friendly, Positive Attitude
- Good Work Ethic
- Training & Development
- Organizational Skills
- Customer Service
- Team Management
- Microsoft Office
- Team Building
Accomplishments
- Constantly achieved over $500k in Sales every Quarter.
- Got recognition from team leaders for getting positive feedback from customers.
- Consistently maintained high customer satisfaction ratings.
- Got recognition for work from customers for assisting to all their queries.
- Regularly got recognition for objection handling.
- Won various inter club Squash Tournaments.
Timeline
Commercial Broker Support/Associate Broker
Rothbury Insurance Brokers
08.2022 - 08.2024
Personal Insurance Advisor/Domestic Underwriter
IAG New Zealand Ltd.
07.2017 - 08.2022
Sales Representative
Brand Developers Ltd.
03.2015 - 04.2017
Post Graduate Diploma in Applied Management -
Otago Polytechnic
BBA - Marketing
Amity University
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