Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sai Tejaswini Kotturi

Toronto,ON

Summary

Driven professional with experience in insurance sales and financial solutions, eager to apply my skills in client relationship management, financial analysis, and strategic decision-making to a role that allows me to guide individuals toward achieving their financial goals and securing their future.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Agent

WFG, World Financial Group
11.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.


Reporting Analyst

Apoorva
04.2021 - 10.2021
  • Developed custom reports to address specific business needs and support decision-making processes.
  • Improved existing reporting by researching data sources, compiling data and designing output.
  • Provided actionable insights through detailed analysis of complex datasets, driving business improvements.
  • Created visually appealing dashboards that effectively communicated key metrics to stakeholders.
  • Trained team members on the use of reporting tools, increasing overall productivity within the department.
  • Used PowerBi, SQL, Advanced Excel to generate required reports and optimize query creation.

Education

Bachelor of Computer Science And Engineering - Computer Engineering

JNTUK
Kakinada
04-2018

Skills

  • Customer service
  • Life insurance
  • Client relations
  • Professionalism and ethics
  • Quotes and sales
  • Client needs analysis
  • Market Research and Trend Analysis
  • Microsoft Power Bi, SQL,Python,HTML,CSS, IBM Cognos Analytics, Microsoft word,Excel

Certification

LLQP

  • Full LLQP License - Expecting May2025

Timeline

Insurance Agent

WFG, World Financial Group
11.2024 - Current

Reporting Analyst

Apoorva
04.2021 - 10.2021

Bachelor of Computer Science And Engineering - Computer Engineering

JNTUK

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Sai Tejaswini Kotturi