SUNISHTHA KOCHHAR
INSURANCE AGENT
NEW DELHI
Summary
Results-driven Insurance Agent specializing in personalized insurance plans and claims processing. Strong client communication skills enhance client education and satisfaction. Experienced in spreadsheet management and leveraging AI tools to support strategic planning and problem-solving.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Life Insurance Agent
TATA AIA LIFE INSURANCE
01.2023 - Current
- Formulated and executed customized insurance plans based on individual client needs.
- Educated clients on the significance of adequate insurance coverage.
- Achieved target business objectives through strategic planning and execution.
- Developed comprehensive insurance strategies to meet diverse client needs, enhancing satisfaction and retention.
- Conducted detailed risk assessments and tailored policies, ensuring clients received optimal coverage solutions.
Accounting Intern
AMRG Associates
08.2023 - 09.2023
- I learned to manage accounts on Tally and MS Excel.
- I helped prepare balance sheets and other financial reports for companies.
- Assisted in preparing financial statements, ensuring compliance with accounting standards and accuracy.
- Conducted routine audits of financial records, identifying discrepancies and enhancing data integrity.
- Utilized accounting software to streamline data entry processes, improving efficiency and reducing errors.
- Collaborated with team members to analyze financial reports, providing insights for informed decision-making.
Campus Ambassador
Alpha Dynamics
09.2022 - 12.2022
- Analyzed Instagram trends to identify recent news topics for social media engagement.
- Helped in increase their post reach in the public.
- Helped in increasing their post reach in the public.
- Conducted surveys to gather student feedback, informing improvements in future programming.
- I looked at recent trends on Instagram and helped them come up with recent news trending on social media.
Education
BACHELOR OF BUSINESS ADMINISTRATION - GENERAL
MAHARAJA SURAJMAL INSTITUTE
Delhi, India 01.2021 - 01.2024
SENIOR SECONDARY EDUCATION - COMMERCE WITH MATHS
SADHU VASWANI INTERNATIONAL SCHOOL FOR GIRLS
Delhi, India07-2021
HIGHER SECONDARY EDUCATION -
SADHU VASWANI INTERNATIONAL SCHOOL FOR GIRLS
Delhi, India05-2019
Skills
- Policy underwriting
- Insurance underwriting
- Policy recommendations
- Decision making
- Observation
- Customer service
- Professional ethics
Certification
Fundamentals of Financial Management, Savitribai Phule Pune University, SWAYAM
Timeline
Accounting Intern
AMRG Associates
08.2023 - 09.2023
Life Insurance Agent
TATA AIA LIFE INSURANCE
01.2023 - Current
Campus Ambassador
Alpha Dynamics
09.2022 - 12.2022
BACHELOR OF BUSINESS ADMINISTRATION - GENERAL
MAHARAJA SURAJMAL INSTITUTE
01.2021 - 01.2024
SENIOR SECONDARY EDUCATION - COMMERCE WITH MATHS
SADHU VASWANI INTERNATIONAL SCHOOL FOR GIRLS
HIGHER SECONDARY EDUCATION -
SADHU VASWANI INTERNATIONAL SCHOOL FOR GIRLS