Amaan Lalani
Tucker,Georgia
Summary
Motivated freshman at Georgia State University majoring in finance with a strong interest in investment banking and finance. Demonstrates analytical thinking, leadership, and teamwork skills through entrepreneurial projects and internships. Seeking to leverage a results-driven mindset to excel in finance roles.
Overview
4
4
years of professional experience
Work History
Insurance Agent
The Safeguard Services LLC
12.2024 - Current
- Assisted clients in identifying their insurance needs and provided customized solutions to secure life, health, and accident insurance policies.
- Collaborated with clients to navigate the healthcare marketplace effectively, ensuring access to cost-effective insurance plans.
Represented Ambetter products, helping clients understand and select reliable coverage options tailored to their specific requirements. - Delivered excellent customer service by educating clients about policy details, guiding them through the claims process, and conducting follow-ups.
- Maintained compliance with state regulations and ensured accurate documentation of policy applications and renewals.
Cashier
07.2021 - Current
- Delivered exceptional customer service by managing high-volume transactions with accuracy.
- Maintained inventory worth $50,000+, ensuring accurate restocking and compliance with safety standards.
- Troubleshot gas pump issues and streamlined maintenance procedures.
Education
Bachelors - Finance
Georgia State University
05-2028
Highschool Diploma -
Parkview Highschool
05.2024
Skills
- Technical Proficiency
- Advanced Microsoft Excel (pivot tables, financial modeling)
- Onshape & Revit (design tools)
- Basic Python for data analysis
- Financial analysis & reporting
- Market research
- Leadership & team management
- Communication & negotiation
- Quantitative problem-solving
- Project management
Achievements/Certifications
- Licensed Life, Health, and Accident Insurance Agent – State of Georgia
Authorized to advise and sell life, health, and accident insurance policies, ensuring clients receive tailored solutions to meet their financial and coverage needs.
- Certified Georgia Access Agent
Trained and certified to assist clients in navigating Georgia’s healthcare marketplace, helping them access affordable insurance options.
- Appointed Agent with Ambetter
Partnered with Ambetter to offer a wide range of health insurance products, providing clients with reliable and comprehensive coverage options.
- Achieved Honor Roll status every year, maintaining an average above 90% annually throughout high school.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Work Preference
Work Type
Part TimeFull TimeInternshipWork Location
On-SiteRemoteImportant To Me
Career advancementTimeline
Insurance Agent
The Safeguard Services LLC
12.2024 - Current
Cashier
07.2021 - Current
Bachelors - Finance
Georgia State University
Highschool Diploma -
Parkview Highschool
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