Shreyash Jawake
Pune,MH
Summary
Dynamic Insurance Advisor with SBI Life Insurance Company, adept at delivering tailored insurance solutions and comprehensive financial planning. Skilled in policy analysis and client needs assessment, I foster strong client relationships and implement effective marketing strategies, achieving significant client retention and satisfaction. Goal-oriented with a proven track record in claims management.
Overview
3
3
years of professional experience
Work History
Insurance Advisor
SBI Life Insurance Company
03.2023 - Current
- Provided tailored insurance solutions to meet individual client needs.
- Conducted comprehensive policy reviews to ensure optimal coverage and risk management.
- Built and maintained strong relationships with clients through continuous follow-up and support.
- Educated clients on insurance products, benefits, and claims processes effectively.
- Developed targeted marketing strategies to attract new clientele in competitive markets.
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Offered comprehensive financial planning services in conjunction with insurance advice, creating a one-stop-shop experience for clientele seeking holistic wealth management guidance.
Education
Bachelor of Science -
S.S.S.K.R INNANI MAHAVIDYALA
Karanja, India10-2021
Skills
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Claims management
- Insurance products
- Client needs analysis
- Policy renewals
- Life insurance
- MS-CIT
Additional Information
- Award: “Best Insurance Advisor 2023-24—SBI Insurance”.
- Languages: Fluent in English, Hindi, and Marathi.
- Project: Led implementation of digital policy management platform, cutting processing time by 40%.
Languages
English
Advanced (C1)
Timeline
Insurance Advisor
SBI Life Insurance Company
03.2023 - Current
Bachelor of Science -
S.S.S.K.R INNANI MAHAVIDYALA