SURAJ SHEOKAND
Chandigarh
Summary
I excel in financial planning and building customer relationships. Expert in health care literacy and policy explanation, I've significantly enhanced client trust , contributing to increased brand awareness through strategic community engagement. My interpersonal skills complement my technical expertise, driving success in the insurance sector.
Overview
2
2
years of professional experience
Work History
Health Insurance Advisor
Care Health
Chandigarh
10.2022 - 11.2024
- Facilitated smooth claim processing by guiding clients through submission procedures and required documentation
Life Insurance Advisor
Tata AIA Life Insurance
Chandigarh
11.2022 - 07.2023
- Organised and participated in community events to increase brand awareness and generate leads
Education
Bachelor of Engineering - Engineering
Shri Vaishnav Institute of Science and Technology
Indore, Madhya Pradesh03.2019
SSC - Science
Happy Days International School
Shivpuri, Madhya Pradesh03.2014
Skills
- Financial planning
- Customer relationship management
- Health care literacy
- Policy explanation
- Trust building
- Interpersonal communication skills
Hobbies and Interests
- Reading Books
- Learning new Skills
- Traveling
Languages
English
Advanced
C1
Hindi
Proficient
C2
Punjabi
Upper Intermediate
B2
Reference
- Kirat Financial Services (9056433169),All types of Insurance Advisory services
Timeline
Life Insurance Advisor
Tata AIA Life Insurance
11.2022 - 07.2023
Health Insurance Advisor
Care Health
10.2022 - 11.2024
Bachelor of Engineering - Engineering
Shri Vaishnav Institute of Science and Technology
SSC - Science
Happy Days International School