Mona Nagi
Pearland
Summary
Dynamic sales associate recognized for exceptional problem-solving skills and flexibility in managing customer inquiries. Committed to delivering outstanding service and driving sales through effective training and support. Dedicated professional with extensive experience in customer interactions and sales strategies. Known for excellent communication and a proactive approach to resolving customer concerns, contributing to a positive shopping experience.
Overview
25
25
years of professional experience
Work History
Sales Associate
Texatlantic Inc
Houston
01.2010 - 08.2025
- Assisted customers in selecting products and answering inquiries about merchandise.
- Trained new associates on store policies, customer service standards, and sales techniques.
- Participated in promotional events to drive sales and attract new customers.
- Helped customers find specific products, answered questions, and offered product advice.
- Handled customer complaints in a professional manner.
- Upsold additional items based on customer interests and needs.
Insurance Specialist
Coast Capital Savings Credit Union
Richmond
09.2005 - 12.2009
- Communicate with clients to clarify coverage details and resolve inquiries promptly.
- Collaborate with underwriting teams to assess risks and recommend policy adjustments.
- Educate members on insurance products, services, and best practices for coverage.
- Review and update policy documents to ensure compliance with industry standards.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
Insurance Agent
Canadian Direct Insurance
NewWest Minister
03.2000 - 07.2005
- Assisted clients with insurance policy selection and coverage options.
- Evaluated client needs to provide tailored insurance solutions.
- Processed claims efficiently while ensuring compliance with company policies.
- Conducted policy renewals and modifications based on client requests.
- Managed customer inquiries through effective communication and problem-solving skills.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Education
Property And Casualty - Insurance
Tim O' Neil's Insurance Classes
Houston, TX04-2025
CAIB Designation of Insurance - Insurance
Canadian Insurance Education
Canada01-1995
Bachelor of Arts - Economics
Guru Nanak Dev University
India12-1993
Skills
- Customer service
- Sales techniques
- Excellent communication skills
- Problem-solving
- Customer needs assessment
- Flexible schedule
- Excellent people skills
- Upselling and cross selling
- Multi-tasking strength
Languages
English
Professional
Hindi
Professional
Punjabi
Professional
Urdu
Professional
Spanish
Limited
Timeline
Sales Associate
Texatlantic Inc
01.2010 - 08.2025
Insurance Specialist
Coast Capital Savings Credit Union
09.2005 - 12.2009
Insurance Agent
Canadian Direct Insurance
03.2000 - 07.2005
Property And Casualty - Insurance
Tim O' Neil's Insurance Classes
CAIB Designation of Insurance - Insurance
Canadian Insurance Education
Bachelor of Arts - Economics
Guru Nanak Dev University