Khushbu Patel
Willoughby,OH
Summary
Results-driven Property & Casualty (P&C) insurance professional with extensive experience in client management, risk evaluation, and policy servicing. Skilled in designing and implementing tailored insurance solutions that align with client objectives, while ensuring compliance and optimal coverage. Adept at fostering strong relationships with clients, internal teams, and carrier partners to drive business retention and growth. Highly organized, with exceptional problem-solving and strategic thinking abilities, consistently delivering high-quality service. A proactive leader with a strong commitment to mentorship, training, and process improvement. Holds a Property and Casualty license, and stays current with industry trends and best practices.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Commercial/Small Business Insurance Representive
State Farm
Brooklyn, OH
02.2024 - Current
- Licensed agent in life, health, property, and casualty.
- Specialized in small business insurance needs.
- Scheduled meetings with prospective clients to discuss available products and services.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Responded to customer inquiries and problems to promote great service.
- Achieved repeat business and referrals through personalized services.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
AI Marketing Intern
Saggio Technologies
North Vernon, IN
06.2023 - 08.2023
- Attended meetings and worked collaboratively with cross-functional teams to brainstorm new ideas.
- Created social media posts with the help of AI tools.
- Performed weekly task on Pinterest, LinkedIn, Instagram and Twitter posts.
- Edited Images with the help of Photopea and Canava.
- Applied strong writing, editing and proofreading abilities to each assignment to produce best possible content.
- Researched and developed creative content for company to promote brands in market.
Human Resources Intern
GBCS Group
, Alberta
05.2023 - 08.2023
- Created strict and regular non-disclosure agreements.
- Screened, scheduled, and confirmed interviews with shortlisted candidates.
- Updated Monday.com with sensitive information.
- Assisted in creating the campus outreach program.
- Shortlisted onboarding/offboarding process for employees.
- Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
- Provided follow-up correspondence to applicants and agencies regarding employment status.
- Developed and maintained training materials and benefits packets for new hires.
- Hired employees and processed hiring-related paperwork.
HR Intern
Motel 6
Willoughby, OH
03.2022 - 05.2023
- Created, organized and maintained employee personnel files to keep sensitive data secure.
- Helped with recruitment by posting job openings, screening resumes and scheduling interviews.
- Assisted with new hire orientation preparation, scheduling and administration.
- Supported top talent identification processes by interviewing candidates and executing onboarding, orientation and benefits processes.
- Compiled and updated employee files to document employee actions and information on payroll and benefits actions.
- Assisted recruiting department by verifying references checks for prompt onboarding.
- Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
- Contacted job applicants to inform of application status.
- Hired employees and processed hiring-related paperwork.
- Informed job applicants of duties and responsibilities, compensation and benefits.
Education
MBA - GPA - 3.6
Cleveland State University
Cleveland, OH08.2024
Bachelor of Science - Computer Application And Information Technology
Sardar Patel University
V.V Nagar05.2019
Skills
- Property & Casualty Insurance – Comprehensive knowledge of P&C coverage, risk analysis, and policy management
- Client Relationship Management – Proven ability to retain and expand client portfolios through exceptional service and strategic solutions
- Risk Assessment & Loss Prevention – Expertise in identifying potential exposures and implementing risk mitigation strategies
- Policy Servicing & Underwriting Support – Strong background in policy review, coverage recommendations, and carrier negotiations
- Strategic Thinking & Problem-Solving – Ability to analyze complex scenarios and develop effective action plans
- Leadership & Mentorship – Experienced in training and guiding teams, fostering professional growth and development
- Communication & Collaboration – Excellent verbal and written communication skills with a collaborative approach to team dynamics
- Operational Efficiency & Process Improvement – Track record of enhancing workflows for increased productivity and service excellence
- Industry Knowledge & Compliance – Up-to-date with carrier appetites, underwriting guidelines, and industry regulations
- Sales & Business Development Support – Skilled in working with sales teams to drive client retention and business growth
- AI-Driven Content Creator – Utilized AI tools to create engaging social media content, and enhance brand visibility through strategic marketing efforts
- Recruitment & HR Support – Assisted with hiring, interviews, onboarding/offboarding, and policy development to ensure smooth HR operations
Certification
- Licensed by the Ohio Department of Insurance as a Resident Major Lines Insurance professional, authorized in Accident & Health, Casualty, Life, and Property, April 13, 2024
- Human Resources Specialist, Sky IT Services, August 20th, 2023
Timeline
Commercial/Small Business Insurance Representive
State Farm
02.2024 - Current
AI Marketing Intern
Saggio Technologies
06.2023 - 08.2023
Human Resources Intern
GBCS Group
05.2023 - 08.2023
HR Intern
Motel 6
03.2022 - 05.2023
MBA - GPA - 3.6
Cleveland State University
Bachelor of Science - Computer Application And Information Technology
Sardar Patel University