Representing the first generation 45k community members in the Ohio states, KY and PA, feel the need of Insurance agents from this community to better serve them with the insurance needs specially for those with the language barriers. So, did study, learn and got license to start serving this community.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
First Financial Security Inc.
03.2023 - Current
Sale Life insurance product from home and serving door to door. Explaining the needs of life insurance and types of insurance and how they functions.
Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%
Analyzed customers' financial situations to recommend appropriate life insurance policies
Increased sales of life insurance products through tactical customer outreach
Analyzed feedback to identify areas for improvement and enhance customer experiences
Maintained high standards of customer service by building relationships with clients
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs
Attended continuing education courses and workshops to gain additional insurance industry knowledge
Marketed life insurance products to increase customer bases and revenue
Provided coverage option information to assist clients in protecting assets
Created customer databases to track and manage interactions and sales
Increased client satisfaction by providing personalized and knowledgeable life insurance consultations
Boosted policy sales through proactive client outreach and effective marketing strategies
Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families
Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth
Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals
Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail
Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry
Educated clients on insurance policies and procedures
Met with customers to provide information about available products and policies
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Researched and identified potential new markets
Negotiated contracts and terms of sale with potential customers
Conducted annual reviews of existing policies to update information
Shipping and Receiving Clerk
Newell Brands Rubbermaid
08.2012 - 08.2023
load and unload trailers.
Handled day-to-day shipping and receiving overseeing more than 128 packages per day
Used pallet jacks and dollies to load and unloaded goods from trucks and containers
Received incoming shipments, compared contents against associated records and transmitted to proper department
Reviewed order data to verify transactions and shipping dates
Completed basic mathematical calculations to check weights and dimensions of shipments
Conducted counts and audits of inventories to identify and resolve discrepancies in records
Operated equipment such as forklifts and balers to move outgoing shipments to loading area
Communicated with vendors and suppliers to verify timely delivery of goods
Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems
Inspected merchandise and sent damaged pieces for repair before shipment
Improved shipping efficiency by streamlining packing procedures and optimizing workstation layouts
Expedited delivery times by collaborating closely with carriers to schedule timely pickups and drop-offs for shipments
Facilitated smooth communication between logistics partners, warehouses, and customers regarding shipment updates or delays for a seamless experience
Maximized warehouse space utilization by reorganizing storage areas according to product types, sizes, and turnover rates
Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols
Processed invoices and order forms for goods received and shipped for proof of transactions
Monitored scheduled shipment dates to achieve timely delivery, expediting as necessary, and communicating variances to customers
Verified transactions, product orders and shipping dates and entered information into databases and reports
Collaborated with internal departments to verify customer satisfaction and order accuracy
Analyzed data to prepare reports and identify process improvements
Reduced shipping errors through meticulous inspection of outgoing packages and double-checking labels
Enhanced warehouse organization by implementing a barcode tracking system for incoming shipments
Increased order accuracy with diligent verification of product SKUs, quantities, and destinations before shipment
Streamlined receiving processes, ensuring proper documentation and prompt distribution of incoming goods to appropriate departments
Maintained accurate inventory levels through regular cycle counts and updating the warehouse management system accordingly
Minimized damaged goods by training team members on proper handling techniques during unloading and storage processes
Ensured workplace safety compliance through routine equipment checks, hazard assessments, and adherence to OSHA guidelines
Education
High School Diploma -
DMC, East Nepal
GVA, Nepal
03.2006
Skills
New Agent Training
Insurance Policy Sales
Referral Management
Email Marketing
Building Relationships
Insurance Product Expertise
Marketing Initiatives
Policy Management
Client Service
Appointment Scheduling
Market Trend Analysis
Client Retention
Client Relationship Management
Client Education
Customer service orientation
Marketing strategies
Problem-solving abilities
Empathy and understanding
Computer literacy
Market research
Creative thinking
Sales expertise
Time management
Goal setting
Social media proficiency
Performance tracking
Professionalism
Self-motivation
Financial planning
Continuing education
Excellent communication
Territory Development
Insurance Sales Expertise
Lead Prospecting
Asset Protection
Team Training and Development
Cross-selling techniques
Resourcefulness
In-depth product knowledge
Negotiation tactics
Networking abilities
Needs assessment
Organizational skills
Adaptability and flexibility
Strong interpersonal skills
Analytical thinking
Multitasking capabilities
Certification
Life, Property and Casaulty
Languages
English
Professional Working
Nepali
Full Professional
Hindi
Limited Working
Timeline
Life Insurance Agent
First Financial Security Inc.
03.2023 - Current
Shipping and Receiving Clerk
Newell Brands Rubbermaid
08.2012 - 08.2023
High School Diploma -
DMC, East Nepal
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