Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing four-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Hi, I’m
Sreelakshmi Velliyat
Insurance Advisor
Mississauga,ON
Summary
Overview
5
years of professional experience
1
year of post-secondary education
Work History
Northern Insurance BrokersDubai
Insurance Advisor-General Insurance
03.2018 - 08.2021
Job overview
- Handling all kinds of general insurance policies
- Advising the best option for the customers within their budget
- Reviewing the completeness of documents sent by the clients/sources before processing/sending to the insurer
- Close coordination with the sources and clients for any required/additional documents or collection of payment
- Preparing Manual Computations of Premium for Group Medical Policies to check the insurer invoice are correct (as per request by Client/Sources)
- Processing Endorsements
- Worked with all the Major insurers.
Afia Insurance BrokersDubai
Customer Advisor
11.2016 - 10.2017
Job overview
- Qualify, develop, and maintain thorough knowledge motor insurance products to address potential customer queries and questions, research consumer needs, and identify how insurance solutions can meet them
- Generate leads and grow existing relationships, maintaining an accurate, detailed client book, and developing an active, repeat customer base
- Make cold calls or perform warm outreach, putting outside-the-box thinking to work to develop new and unique sales tactics
- Meet with potential clients and grow long-lasting relationships by understanding their needs
- Track, analyze, and communicate key quantitative metrics and business trends as they relate to partner relationships
Education
Algoma UniversityBrampton, ON
Project Management
05.2023 - Current
University Overview
Calicut UniversityKerala, India
MBA from Marketing Management
University Overview
Skills
General Insurance Customer support RetailKEY SKILLSGood Communication Quick Learner
Quote information
Policy renewals
Client needs analysis
Health insurance
Quotes and sales
Auto insurance
Knowledgeable in [System]
Business planning
Negotiation
Multitasking Abilities
Timeline
Algoma University
Project Management
05.2023 - Current
Insurance Advisor-General Insurance
Northern Insurance Brokers
03.2018 - 08.2021
Customer Advisor
Afia Insurance Brokers
11.2016 - 10.2017
Calicut University
MBA from Marketing Management