Shweta Sangtani
Freelancer Working
Mumbai,MH
Summary
Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 9-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Insightful Insurance Sales Agent bringing 9 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Detail-oriented Insurance Sales Agent aiming to leverage 9 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
2
2
Languages
Work History
Insurance Advisor
Icici Prudential LifeInsurance Company Ltd
Mumbai, India
04.2014 - Current
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
- Determined client needs and financial situations by listening and scheduling fact- finding appointments
- Approached potential clients by using direct marketing mailings and phone contacts
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction
- Calculated premiums and established payment methods
- Every Quarter Qualified Domestic & International Trip
- Month On Month Target Achievement
- Hard Working And Team Player.
- Calls to The Client And Generate Lead For Business.
Education
Bachelor of Commerce: 12th Pass - Commerce
Princess Padmaraje Girls College
Kolhapur 03.2002 - 02.2004
Skills
MS Office,Excel,MS Word,Basic Also
Timeline
Insurance Advisor
Icici Prudential LifeInsurance Company Ltd
04.2014 - Current
Bachelor of Commerce: 12th Pass - Commerce
Princess Padmaraje Girls College
03.2002 - 02.2004
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