Priyanka Reddy

• Engaged with 50+ policyholders monthly via phone and email to assess financial goals and provide tailored coverage solutions for families.

• Analyzed each client’s situation, asked targeted questions, and offered customized insurance and financial options that aligned with their goals and budget.

• Built strong relationships with clients by following up, doing annual policy reviews, and being someone they could always count on.

• Addressed billing inquiries, claims issues, and complaints promptly and professionally, ensuring clients felt acknowledged and valued.

• Stayed up to date on new insurance products, regulatory changes, and industry trends so I could always give clients the most current and helpful advice.

• Worked independently from home in a remote setup, managing my time well and consistently hitting quarterly performance targets with a 98% customer satisfaction score.

• Collaborated with clients to clarify business needs and delivered tailored solutions on schedule.

• Conducted post-delivery follow-ups with clients to ensure satisfaction and proactively address any issues.

• Mentored new team members through training sessions, helping them get up to speed faster and feel confident in their roles.

• Updated my skills regularly and shared what I learned with the team, contributing to a culture of continuous growth.

• Maintained comprehensive records and documentation, providing the team and clients with reliable information.