Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
HealthPlanOne
04.2025 - Current
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Followed up promptly with interested clients to close sales.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Generated quotes and proposals for clients to match individual needs.
Licensed Insurance Sales Agent
Spring Venture Group
12.2023 - 01.2025
Certified in 33 states
Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Set goals for myself and took steps to meet and exceed those goals.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Tax Accountant
Pk Tax & Accounting Services
01.2023 - 09.2023
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.
Management Trainee Intern
Enterprise
05.2023 - 08.2023
Studied sales techniques, market research, and customer acquisition strategies
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.
Education
Bachelor of Science - Marketing
University of Kansas
12.2023
Bachelor of Science - Computer Information Systems
University of Kansas
12.2023
Skills
Insurance sales strategy
Team training and development
Sales and marketing
Marketing techniques
Client service
Risk assessment
Client relationship management
Regulatory compliance
Client retention
Problem-solving
Proficient in Microsoft Office
Proficient in CRM systems
Certification
Life and Health Insurance License - Kansas Department of Insurance.
Professional Selling Certificate
KS Property & Casualty and Allied Lines
Languages
English
Native or Bilingual
Telugu
Native or Bilingual
Timeline
Licensed Insurance Agent
HealthPlanOne
04.2025 - Current
Licensed Insurance Sales Agent
Spring Venture Group
12.2023 - 01.2025
Management Trainee Intern
Enterprise
05.2023 - 08.2023
Tax Accountant
Pk Tax & Accounting Services
01.2023 - 09.2023
Bachelor of Science - Marketing
University of Kansas
Bachelor of Science - Computer Information Systems