Developed strong analytical and client relationship management skills in professional environment, looking to transition into new field. Proficient in assessing risks and developing tailored solutions to meet client needs. Focused on leveraging these transferrable skills to add value in new professional setting.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Consultant
Spring Venture Group
12.2023 - 12.2024
Certified in 33 states
Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
Calculated premiums and established payment methods for sales.
Participated in company events, competitions, and charitable fund raising
Set goals for myself and took steps to meet and exceed those goals.
Tax Accountant
Pk Tax & Accounting Services
01.2023 - 09.2023
Accomplished team-oriented goals and deadlines
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Collaborated with team members to identify opportunities for improving client services and tax strategies.
Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Management Trainee Intern
Enterprise
05.2023 - 08.2023
Received hands-on experience in sales, customer service, management, and administrative functions
Studied sales techniques, market research, and customer acquisition strategies
Collaborated with cross-functional teams for seamless execution of various projects and initiatives.
Strengthened interpersonal skills through daily interactions with team members, clients, and vendors.
Improved project management abilities with hands-on experience in planning, execution, and monitoring tasks.
Was among the top three interns through sales and accomplishment statistics
Education
Marketing -
University of Kansas
Lawrence, Kansas
12.2023
Information Systems -
University of Kansas
Lawrence, Kansas
12.2023
Professional Selling Certicate -
University of Kansas
Lawrence, Kansas
12.2023
Skills
Effective and Professional
Time Management
Quotes and sales
Developed Interpersonal Skills
Developed Communication Skills
Networking and relationship building
Proficient in Microsoft Office
Licensed insurance agent
Critical thinking
Team Management
Team Oriented
Proficient in SEO
Market Research
Proficient in CRM Software
Personal Information
Date of Birth: 12/15/99
Nationality: Asian
Certification
Life and Health Insurance License - Kansas Department of Insurance.
Google Analytics
Languages
English
Native or Bilingual
Telugu
Native or Bilingual
Timeline
Insurance Consultant
Spring Venture Group
12.2023 - 12.2024
Management Trainee Intern
Enterprise
05.2023 - 08.2023
Tax Accountant
Pk Tax & Accounting Services
01.2023 - 09.2023
Information Systems -
University of Kansas
Professional Selling Certicate -
University of Kansas
Marketing -
University of Kansas
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