Isha Upadhyay
Invermere
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Westland Insurance
08.2023 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
Education
Masters in Accounting And Commerce - Accounting
Gujarat University
Gujarat04-2019
Bachelor's in Accounting - Accounting
Gujarat University
Gujarat06-2015
Skills
- Customer service
- Insurance products
- Client retention
- Account management
- Client relations
- Licensed insurance agent
- CRM software
- Property insurance
- Auto insurance
- Client account management
Languages
English
Full Professional
Hindi
Native or Bilingual
Certification
- Fundamental of Insurance level 1 (Insurance Council of British Columbia)
Timeline
Insurance Advisor
Westland Insurance
08.2023 - Current
Masters in Accounting And Commerce - Accounting
Gujarat University
Bachelor's in Accounting - Accounting
Gujarat University