Naavid Harchegani
San Diego
Summary
Dynamic and results-oriented licensed insurance agent in California with over 5 years of proven sales experience in auto and home/renters insurance. Exceptional customer service skills and a genuine passion for helping clients navigate insurance needs. Committed to delivering tailored solutions that enhance client satisfaction and drive business growth. A proactive approach to building lasting relationships and exceeding sales targets ensures a competitive edge in the industry.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Broker
Simple Way Insurance
San Diego, CA
07.2020 - Current
- Advised and sold clients on insurance policies, emphasizing car insurance and providing comprehensive coverage solutions for residential properties.
Computer Technician/Systems admin
Peraton
San Diego, CA
07.2018 - 01.2020
- Achieved automation of assembly line through effective setup and maintenance of a small system network. Streamlined office computer configurations, resulting in unified network connectivity across all devices.
Pharmacy Technician
Kaiser Permanente
San Diego, CA
09.2015 - 07.2018
- Managed electronic prescription processing and delivery to ensure high-quality customer service for patients.
Education
High School Diploma -
Mt. Carmel High School
San Diego, CA01.2011
Skills
- Goal oriented
- Client retention
- Insurance sales
- Appointment management
- Customer needs assessment
- Rapport building
- Problem-solving
- Time management
- Attention to detail
Accomplishments
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Generated 850k$ worth of sales via insurance policies since 2020
Certification
- Licensed Personal Lines Insurance Agent
- Licensed Property and Casualty Insurance Agent
- Licensed Health and Accident Insurance Agent
Languages
English
Native or Bilingual
Persian
Professional Working
Tamil
Limited Working
Timeline
Personal Lines Insurance Broker
Simple Way Insurance
07.2020 - Current
Computer Technician/Systems admin
Peraton
07.2018 - 01.2020
Pharmacy Technician
Kaiser Permanente
09.2015 - 07.2018
High School Diploma -
Mt. Carmel High School