Yogesh Makwana
Gandhinagar
Summary
Results-oriented insurance professional with extensive experience in underwriting and client servicing. Specialized in motor underwriting within a broker firm, demonstrating strong skills in risk assessment and data analysis. Proven track record in team coordination and managing client relationships effectively. Seeking opportunities that leverage analytical skills and detail-oriented leadership.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Insurance adviser and sales parson
Turtlemint Insurance Broking Services Private Limited
08.2024 - Current
- Responsible for accurately assessing client requirements and generating competitive motor insurance quotations using various insurer portals. Ensuring all underwriting criteria are met, risks are properly evaluated, and policies are issued promptly to meet client expectations.
- Maintain regular communication with clients to provide updates, gather additional information, and clarify any queries related to their insurance needs.
- Proactively follow up to resolve outstanding issues, ensuring smooth and timely processing of insurance policies.
- Oversee critical administrative tasks including accurate documentation of insurance.
- Coordinating with insurance companies for quote approvals, endorsements, and renewals.
Internship as a career counselor
Merritorium consultancy pvt .ltd
07.2025 - 08.2025
- Promoted 'Get Your College' and 'Your Global Mentors' services to prospective students.
- Advised applicants on course options, career prospects, and application procedures for Indian and international colleges.
- Assisted in successful college selection and counseling for 100+ students using personalized guidance and data driven recommendations.
Education
10th -
Sahodhya convent
DepalpurDepalpur
12 th -
Sahodhya convent
DepalpurDepalpur
BBA - Marketing And Finance
Acropolis Institute of Management Studies And Research
Indore06-2024
MBA - Marketing And Finance
Renaissance University
Indore12-2026
Skills
- Insurance underwriting and policy administration
- Client assessment and risk evaluation
- Quote generation and document management
- Customer relationship management
- Data analysis and problem resolution
- Effective communication skills
- Google Workspace and Microsoft Office proficiency
- Digital marketing strategies
- AI tools and chat GPT utilization
Certification
- General Insurance POSP Certificate by Turtlemint
- Life Insurance POSP Certificate by Turtlemint
- AI Foundations Associate by ORACLE University
- Business Email Certificate by HP Life
- SEBI Investor Awareness Certificate by NISM
- Effective Leadership Certificate by HP Life
- Digital Marketing by IIDE The Digital School
- Gemini for google workspace by Google Cloud
- AI Appreciate by Intel
- Branch Banking Executive by NSDC National Skill Development Corporation
Hobbies and Interest
- Coin Collection
Workshop And Industry Visit
- Power BI Workshop by Office Master
- AI Tools and ChatGPT Workshop by Be10x
- Bisleri industry visit
- Parle Industry visit
Project
Consumer Behavior
Timeline
Internship as a career counselor
Merritorium consultancy pvt .ltd
07.2025 - 08.2025
Insurance adviser and sales parson
Turtlemint Insurance Broking Services Private Limited
08.2024 - Current
10th -
Sahodhya convent
12 th -
Sahodhya convent
BBA - Marketing And Finance
Acropolis Institute of Management Studies And Research
MBA - Marketing And Finance
Renaissance University
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