Overview
Work History
Education
Skills
Residency
Certification
Accomplishments
Timeline
Generic

Perzan Viccaji

Los Angeles,CA

Overview

5
5
years of professional experience
1
1
Certification

Work History

Insurance Agent

Globe Life
Los Angeles, CA
08.2024 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Maintained accurate records of all insurance transactions using computer software systems.

Consultant / Corporate Strategy Intern

UNIVERSITY CONSULTING PROJECT
Mumbai, IN
02.2021 - 05.2021
  • Conducted SWOT and competitor analysis to help retail store owner to better define the market value proposition
  • Analyzed current marketing channels and product placements to improve product pricing strategy and drive overall margin expansion
  • Developed a new promotion strategy for holidays and increased store awareness via digital marketing to enlarged the target customer audience which improved annual revenues by ~6%.
  • Answered customer inquiries and provided accurate information regarding products and services.

Business Development Intern

UNITED WAY (Global NGO)
Mumbai, IN
11.2019 - 01.2020
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Strategized with senior leadership on implementing best practices to outreach to previous donors to pledge for future fundraising opportunities and personally raised $100K+ for the Mumbai Charity Marathon
  • Organized and led educational tours for elementary and middle school students to national museums.
  • Provided excellent customer service to resolve customer complaints in a timely manner.

Education

Bachelor of Business Administration - Finance

UNIVERSITY OF MASSACHUSETTS, AMHERST
Amherst, MA
05-2024

High School Diploma -

DY PATIL INTERNATIONAL SCHOOL
Mumbai, IN
04.2022

Secondary School -

CAMPION SCHOOL
Mumbai, IN
02.2019

Skills

  • Excel
  • PowerPoint
  • Client Retention
  • Account Management
  • Customer Service
  • Marketing Strategies
  • Business Planning

Residency

U.S. Permanent Resident

Certification

  • Life Insurance
  • Health, Sickness and Accident insurance

Accomplishments

  • Consistently part of the Dean's List for academic Excellence
  • Completed my high school with distinction grades (94%)

Timeline

Insurance Agent

Globe Life
08.2024 - Current

Consultant / Corporate Strategy Intern

UNIVERSITY CONSULTING PROJECT
02.2021 - 05.2021

Business Development Intern

UNITED WAY (Global NGO)
11.2019 - 01.2020

Bachelor of Business Administration - Finance

UNIVERSITY OF MASSACHUSETTS, AMHERST

High School Diploma -

DY PATIL INTERNATIONAL SCHOOL

Secondary School -

CAMPION SCHOOL

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Perzan Viccaji