SACHIN PRADHAN
Cincinnati,OH
Summary
Dynamic professional with a proven track record in customer service and insurance sales at SEWA RISK INSURANCE AND RISK MANAGEMENT. Leveraged bilingual fluency and professionalism to enhance client relationships and exceed sales targets. Demonstrated exceptional teamwork and ethical standards, ensuring client satisfaction and loyalty.
Overview
7
7
years of professional experience
Work History
Elderly Caregiver
ENVISION OHIO
05.2019 - Current
- Offered companionship and kindness to elderly patients.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with personal hygiene tasks such as bathing, grooming, dressing, feeding, toileting giving attention to detail.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Provided emotional support to seniors, fostering positive relationships and enhancing their overall mental health.
- Administered medications following prescribed instructions to alleviate symptoms and discomfort, monitoring client reactions.
- Documented daily activities and changes in client condition to enable tracking history and maintain accurate records.
- Conducted regular home safety checks to identify potential hazards ensuring a secure environment for the elderly.
Insurance Agent
SEWA RISK INSURANCE AND RISK MANAGEMENT
03.2022 - 12.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Tax Preparer
Liberty Tax Service
01.2018 - 04.2019
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Completed and filed returns with tax departments at local, state, and federal levels.
Education
Associate of Arts - Accounting And Finance
Cincinnati State Technical And Community College
Cincinnati, OH04-2019
Skills
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer service
- Friendly, positive attitude
- Teamwork and collaboration
Languages
Hindi
Full Professional
Nepali
Native or Bilingual
English
Full Professional
Timeline
Insurance Agent
SEWA RISK INSURANCE AND RISK MANAGEMENT
03.2022 - 12.2023
Elderly Caregiver
ENVISION OHIO
05.2019 - Current
Tax Preparer
Liberty Tax Service
01.2018 - 04.2019
Associate of Arts - Accounting And Finance
Cincinnati State Technical And Community College
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