Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

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
Gujarat
04-2019

Bachelor's in Accounting - Accounting

Gujarat University
Gujarat
06-2015

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

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Isha Upadhyay