PARTHASARATHI BAGCHI
APOPKA,FL
Summary
Achieved 120% of sales target at JAYMUKUND INC DBA CENTRAL FLORIDA INSURANCE AGENCY by excelling in customer service and risk assessments. Increased client retention by 15%, demonstrating exceptional problem-solving and critical thinking skills. Proven track record in upselling and client needs analysis, ensuring client satisfaction and loyalty.
Results-oriented with proven track record of exceeding sales targets by 20%. Specialized in developing customized insurance plans for individuals and businesses to meet their specific needs. Expertise in conducting comprehensive risk assessments to identify coverage gaps and mitigate potential risks. Skilled in increasing client retention rates by 15% through proactive follow-ups and policy reviews. Dedicated to delivering exceptional customer service and driving revenue growth for clients.
Overview
5
5
years of professional experience
Work History
Customer Service Representative - INSURANCE AGENCY
JAYMUKUND INC DBA CENTRAL FLORIDA INSURANCE AGENCY
10.2019 - Current
- Sold insurance policies to individuals and businesses. Developed customized insurance plans to meet client needs and budget.
- Achieved 120% of sales target by consistently prospecting new clients and upselling additional coverage options.
- Conducted thorough risk assessments to identify potential gaps in clients' insurance coverages.
- Increased client retention rate by 15 % through regular follow-ups and proactive policy reviews.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
4-40 Florida Customer Representative License - 4-40 Florida Customer Representative License
FLORIDA DEPARTMENT OF FINANCIAL SERVICES
Tallahassee, FL11.2019
MBA - Tourism Management
JAI NARAIN VYAS UNIVERSITY
JODHPUR, RAJASTHAN, INDIA07.1996
Bachelor of Arts - ECONOMICS, PSYCHOLOGY
NALINI & ARVIND ARTS COLLEGE, SARDAR PATEL UNIV.
VALLABH VIDYANAGAR, GUJARAT, INDIA06.1993
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Client Needs Analysis
- Upselling
- Risk Assessments
- Client Retention
HOBBIES
Exploring places and food; Getting Lost in motivating books; Feeling the Music; Sports
Languages
Bengali
Full Professional
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Customer Service Representative - INSURANCE AGENCY
JAYMUKUND INC DBA CENTRAL FLORIDA INSURANCE AGENCY
10.2019 - Current
4-40 Florida Customer Representative License - 4-40 Florida Customer Representative License
FLORIDA DEPARTMENT OF FINANCIAL SERVICES
MBA - Tourism Management
JAI NARAIN VYAS UNIVERSITY
Bachelor of Arts - ECONOMICS, PSYCHOLOGY
NALINI & ARVIND ARTS COLLEGE, SARDAR PATEL UNIV.
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