Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Krishna Rai

Akron,OH

Summary

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
Krishna Rai