Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Bhumika Venkatesh

BENGALURU,KARNATAKA

Summary

Experienced Client services specialist with solid foundation in advising clients on insurance products and risk management solutions. Adept at developing customized insurance plans and ensuring compliance with industry regulations. Demonstrated ability to build strong client relationships and effectively communicate complex information. Recently moved back to India, looking for opportunities where this gained knowledge and work experience would contribute the most to the organization functioning and welfare.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Advisor

TD Bank
04.2022 - 07.2024
  • Provided insurance solutions to 300+ customers, gaining hands-on experience in managing home and auto insurance.
  • Utilized bank-specific software and Microsoft Office Suite for daily tasks, with advanced proficiency in Excel for financial analysis.
  • Conducted comprehensive reviews of customers' financial profiles, maintaining a 99% accuracy rate in insurance policy issuance.
  • Delivered excellent customer service, achieving a 95% customer satisfaction rating through follow-up calls and personalized service.
  • Consistently adhered to banking and financial regulations, completing quarterly internal training and audits with a 100% compliance score.
  • Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
  • Collaborated with underwriters to customize insurance policies for unique client needs, achieving higher sales numbers.
  • Conducted thorough risk assessments for clients, crafting tailored solutions to mitigate potential losses effectively.
  • Maintained a high level of industry certifications and licenses, ensuring credibility and expertise when advising clients on insurance matters.
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Conducted in-depth analyses of clients' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.
  • Provided quotes and promoted products for home and vehicle insurance.
  • Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
  • Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Calculated premiums and established payment methods for sales.
  • Educated clients on insurance policies and procedures.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.

Technical Advisor

Kelly Inc
06.2021 - 08.2022
  • Managed 30+ customer calls per shift, addressing inquiries and concerns related to Apple products with a 98% customer satisfaction rating.
  • Took the initiative to update the Standard Operating Procedures, leading to a 20% reduction in common customer query escalation.
  • Reduced downtime and improved productivity with proactive troubleshooting and timely resolution of technical issues.
  • Enforced use of prescribed technical procedures, designing monitoring protocols to confirm compliance with guidelines.
  • Served as primary point of contact for triaging technical issues.
  • Identified computer hardware and network system issues, performing troubleshooting techniques for remediation.

Crew Member

KFC
01.2020 - 08.2022
  • Ensured proper food storage protocols were followed, contributing to improved food safety measures within the establishment.
  • Provided exceptional customer service, addressing concerns or issues promptly and professionally.
  • Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
  • Took orders, prepared meals, and collected payments.
  • Provided excellent customer service by greeting customers and meeting quality expectations.
  • Kept food preparation area, equipment, and utensils clean and sanitary.
  • Collaborated with fellow crew members for seamless shift transitions, ensuring smooth operations throughout the day.
  • Maintained high-quality food preparation standards, adhering to company guidelines for safety and cleanliness.
  • Supported inventory management efforts by accurately tracking stock levels and reporting low supplies to supervisors.
  • Exceeded performance expectations consistently, receiving recognition from supervisors for dedication to job responsibilities.
  • Trained new team members on procedures, customer service, and sales techniques.
  • Enhanced customer experiences by quickly addressing and resolving complaints.

Inventory Associate

Walmart
04.2020 - 10.2021
  • Skilled in using Warehouse Management Systems to track inventory, shipments, and order processing, leading to a 40% improvement in workflow efficiency.
  • Managed inventory storage in clean and organized fashion.
  • Reviewed printed tickets or digital orders to get item numbers and merchandise locations.
  • Picked and packed order items.
  • Transported merchandise to sales floor and replenished out-of-stock and low-stock items.
  • Streamlined the receiving process for incoming shipments, ensuring accurate documentation and timely unloading of merchandise.
  • Contributed to a positive team environment by collaborating with coworkers on various tasks and projects in the backroom area.
  • Worked with customers to pack items according to specific desires and requirements.
  • Assisted customers with transporting large merchandise to waiting vehicles.
  • Assisted with training new team members on best practices in inventory control, providing guidance and mentoring for their professional development within the organization.
  • Reduced product loss by identifying damaged goods, reporting issues, and following proper disposal procedures.
  • Stocked designated items on shelves, end caps and displays.
  • Increased speed of order fulfillment process by picking, packing, and preparing shipments accurately based on customer requirements.
  • Contributed to store success with efficient processing of incoming merchandise to meet or exceed company standards.
  • Maximized storage space utilization by reorganizing products according to size, type, and demand patterns.
  • Adhered to safety regulations and practiced safe work habits.

Seller Support Associate

Amazon
09.2018 - 07.2019
  • Expert in designing product catalogs; assisted 50+ merchants per week in creating front-page designs on Amazon.
  • Resolved back-end issues for 100+ sellers, leading to an average 20% improvement in product page quality.
  • Consistently punctual and adaptable; acted as a trusted guide for merchants, achieving a 95% positive feedback rate.
  • Initiated follow-up phone calls to sellers concerning resolved issues to enhance platform experience.
  • Identified potential fraudulent activity, conducting thorough investigations and taking appropriate action as needed.
  • Answered phone calls and supported urgent seller concerns, providing detailed support from personal platform expertise.
  • Managed high volume of daily cases, ensuring timely resolution for optimal seller experience.
  • Strengthened relationships with sellers through personalized support and follow-up communications.
  • Answered questions regarding seller inventory, shipping, payments and buyer complaints.
  • Actively participated in ongoing training programs, staying current on industry best practices and emerging trends in e-commerce support services.
  • Exercised conflict resolution techniques to support troubleshooting and customer satisfaction.
  • Served as a trusted advisor to sellers, guiding them through account set up, listing optimization, order management, and dispute resolution processes.
  • Improved case handling time by effectively prioritizing tasks and utilizing available resources.

Management Trainee

Cheths Associates
01.2016 - 03.2018
  • Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
  • Built lasting relationships with clients through exceptional service delivery, fostering loyalty and repeat business opportunities.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

Education

Graduate Certificate - Marketing Management

Fanshawe College
04.2021

Graduate Certificate - Professional Financial Services

Fanshawe College
08.2020

B.B.A -

PES University
Bengaluru, India
07.2018

Skills

  • Insurance product knowledge
  • Client needs analysis
  • Client Retention
  • Data Interpretation
  • Policy analysis
  • Customer Service
  • Policy Renewals
  • Upselling
  • Licensed Insurance Agent
  • Auto insurance
  • Marketing Management
  • Quotes and sales
  • Policy writing
  • New Client Acquisition
  • Premium Calculations

Accomplishments

  • Prof. CNR Rao Merit Scholarship for 1st academic year, 3rd, 4th, and 5th semester for being among top twenty performers in BBA course offered through PES University.
  • Distinction Award for First Class with Distinction for the 3 academic years in Under Graduation (Bachelor of Business Administration).

Certification

  • Selling B2B to Win – Fanshawe certification.
  • Social Selling with LinkedIn certification.
  • Certified by Edx in ‘Fundamentals of Market Structure’.
  • Certified by Alison in ‘Short Selling and Stocks’.

Timeline

Insurance Advisor

TD Bank
04.2022 - 07.2024

Technical Advisor

Kelly Inc
06.2021 - 08.2022

Inventory Associate

Walmart
04.2020 - 10.2021

Crew Member

KFC
01.2020 - 08.2022

Seller Support Associate

Amazon
09.2018 - 07.2019

Management Trainee

Cheths Associates
01.2016 - 03.2018

Graduate Certificate - Marketing Management

Fanshawe College

Graduate Certificate - Professional Financial Services

Fanshawe College

B.B.A -

PES University

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Bhumika Venkatesh