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 Retailundefined
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
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