OSAMA KIYANI
Rawalpindi,PB
Summary
Enthusiastic Senior Sales Life Insurance Agent offering experience in sales, customer service and team collaboration. Talented professional and adaptable, quick learner with a strong work ethic and passion for building relationships to understand customer needs. Excellent in active listening and communication to drive sales and engage with customers.
Overview
3
3
years of professional experience
Work History
Senior Closure -Life Insurance
Jsons Communication
03.2023 - Current
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting
- Directed claims negotiations and OVER EXCEEDED SALES TARGET within MONTH from target closure of 15 , achieved 107 insurances.
- Created documents comparing offered products and prices to enable agents to quickly prepare quotes.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Consulted with all customers to assess needs and match products.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Improved claim processing time by efficiently conducting in-depth examinations of medical records and financial statements.
- supported successful litigations for advanced issues
Lead CSR
Eracon Technologies
08.2021 - 09.2022
- Created and maintained detailed database to develop promotional sales.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Contributed positively to a team-based work environment focused on achieving collective objectives.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Conducted outreach activities to generate leads and expand the client base.
- Negotiated contracts successfully, securing favorable terms for both parties involved in transactions.
- Supported customer questions and issues by gathering data, analyzing needs, evaluating possible resolutions and implementing best solutions.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Utilized CRM tools effectively to manage client information, streamline workflows, and track progress towards goals.
Education
Bachelors of Accounts And Finance - Accounting And Finance
Numl University Islamabad
Islamabad ,Pakistan06.2026
Skills
- Policy Feature Explanations
- Persuasive Negotiation
- Insurance Sales Strategy
- Financial Needs Assessment
- Critical Thinking
- Client Account Management
- Team Training and Development
- Policy Adjustment Knowledge
- Administrative Functions
- Marketing Strategy Development
- Form Completion and Submission
- Insurance Customization
- Time Management
- CRM Software
Timeline
Senior Closure -Life Insurance
Jsons Communication
03.2023 - Current
Lead CSR
Eracon Technologies
08.2021 - 09.2022
Bachelors of Accounts And Finance - Accounting And Finance
Numl University Islamabad
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