Mandeep Sachdev
Nanaimo,BC
Summary
Persuasive Insurance Advisor with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with two years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Max Life Insurance
04.2021 - Current
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated premiums and established payment methods.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Education
BBA - Business Administration
Garhwal University
India07.2009
High School Diploma -
Children's Academy
India06.2006
Skills
- Form Completion and Submission
- Life Insurance
- Regulatory Compliance
- Benefits Explanations
- Claims Information Gathering
- Manage Renewals
- Insurance Product Promotion
- Life Insurance Sales
- Claims Reporting Systems
- Quotes and Sales
- Investment Options
Certification
- Certified Insurance agent- Max Life Insurance- Two years
Timeline
Insurance Advisor
Max Life Insurance
04.2021 - Current
BBA - Business Administration
Garhwal University
High School Diploma -
Children's Academy
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