POOJA KUHN

• Acquired new clients for Insurance .
• Implementing the Granum numbers and system.
• Working with the research team for financial planning.
• Overall nurturing of clients relationships for long term growth.
• Currently working on 401 K business model for clients.

• As an Independent Insurance Agency ,my current role is to assist Business owners get the best coverage across carriers.Offering the choice models ,helps with retention and longevity of the book.
• Making Recommendations based on business type..
• Managing client base n role is in building A book of business through independent practice .Clients are acquired through a warm market and referrals are taken and tracking it in salesforce.
• Factfinders are used to uncover opportunities and a comprehensive financial plan is presented with solutions.

• Gooseherd Insurance is an Independent Insurance Agency of Personal and commercial lines .Being a Franchise owner my responsibilities were in building my book of business through B2B Channels of mortgage and real estate professionals
• Focus was on fast turnaround while closing homes and making it seamless for channel partners and clients

ACHIEVEMENTS

• HIGHEST CLIENT ACQUISITION AND PREMIUM FROM JANUARY CLASS , FIRST QUARTER.

• As State Farm Agent I was involved in managing and growing my book of business and leading a team .An existing book of business was assigned to my agency .This book had not been served in over 5 years and the objective was to turn it around and make it a successful office

ACHIEVEMENTS:

• TOP 3 AGENCIES IN COMMERCIAL INSURANCE FOR 2019.
• WINNER OF THE LIFE INSURANCE AWARD FOR 2019.
• GROWING THE OFFICE PRODUCTION BY 30% YOY.

As an Agent Intern training to be a State Farm Agent was given at the head office in Bloomington. Extensive training on systems and products was given and the goal was to be office ready by October. Networking with home office professional and peer group added value.

Having passed my insurance certifications I was independently working for Insurance companies. Soliciting business through referrals and benefits group helped to build a client base.

ACHIEVEMENTS:

• WINNER OF THE EARLY STAR AWARD AT COMBINED WORKSITE IN NOVEMBER OF 2017.
• ACQUIRED CLIENTS AND MANAGED THEM THROUGH THE BENEFIT ARM .
• WORKED WITH BUSINESS OWNERS WITH A 2-20 EMPLOYEE SIZE .

• BRAHMAX is a Bi -Continental firm with operations in Los Angeles and New Delhi, India focusing on acquiring capital through Angel Investing
• My Responsibility included working on the project of telemedicine and handling client relationships for the firm.

• Standard Chartered Bank is a multinational bank and here my role included taking care of existing clients and managing their mutual fund portfolio
• Clients were HNW Clients with a surplus of 1 million and more
• Investments team designed recommendations to the clients and my responsibilities included growing the book of business by identifying opportunities and getting referrals

ACHIEVEMENTS

• RECOGNISED AS A CONSISTENT PRODUCER IN MONTHLY TOWNHALLS.

FERNS AND PETALS .

• Ferns and petals was a family business and I helped with managing the business and ultimately help with the valuation and the selloff to 1800 -Flowers.

• The Banks clients were handled in investments and wealth advisory .Financial planning software was used to help clients achieve their goals.REIT Funds,Art Funds and mutual funds were offered in the product portfolio.

• The Bank had tie ups with their branches and their customers were serviced through the private banking division
• Advice on mutual funds were given to HNW clients .These were also International and Non Resident Indian accounts.

• This was an Investment Bank and as an Investment advisor my role was to acquire clients for mutual funds advisory .Training on different divisions of the bank was given as a Management trainee and advisor.