Summary
Overview
Work History
Languages
Timeline
Generic

Rajveer Nagra

San Ramon,CA

Summary

Hardworking Insurance Broker with 24+ years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 24-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 5000 client appointments. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving office growth. Eager to apply skills and experience to exciting new role. Licensed Broker offering 24+ years in automobile, home and life insurance and record of success in retaining and growing customer bases.

Overview

41
41
years of professional experience

Work History

Insurance Broker

Nagra Insurance/Self Emloyed
11.2000 - Current
  • Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Capitalized on upsell opportunities with offers of [Type] support and additional insurance policy options.
  • Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
  • Mentored 10+ entry-level brokers.
  • Negotiated contracts and terms of sale with potential customers.
  • Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Expanded the company''s client base through effective networking and relationship-building strategies.
  • Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Researched and identified potential new markets.
  • Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Retained 95% of policyholders during annual renewal period.
  • Finalized sales and collected necessary deposits.
  • Excellent communication skills, both verbal and written.

General Manager

7-11 Convenience Store
07.1983 - 11.2000
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Established comprehensive employee training programs to develop skills, improve productivity, and maintain compliance with industry regulations.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
  • Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
  • Reported issues to higher management with great detail.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Developed and implemented strategies to increase sales and profitability.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Interacted well with customers to build connections and nurture relationships.
  • Passionate about learning and committed to continual improvement.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Self-motivated, with a strong sense of personal responsibility.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Languages

Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Insurance Broker

Nagra Insurance/Self Emloyed
11.2000 - Current

General Manager

7-11 Convenience Store
07.1983 - 11.2000

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Rajveer Nagra