Sarabjit Cheema
Bakersfield,CA
Summary
Accomplished Certified Insurance Agent and Accountant with a proven track record at Covered California and BSD CARRIERS INC. Excelled in sales proficiency and financial planning, exceeding sales targets by fostering client loyalty and optimizing retention rates. Demonstrated expertise in policy analysis and claims handling, ensuring 100% accuracy in financial reporting.
Overview
11
11
years of professional experience
Work History
Certified Insurance Agent
Covered California
02.2020 - Current
- Exceeded sales targets consistently, contributing positively to the agency''s growth.
- Collaborated effectively with other team members, fostering a positive work environment that drove overall productivity improvements.
- Optimized retention rates by proactively addressing potential issues before they escalated into cancellations or nonrenewals.
- Implemented effective marketing strategies, generating a steady stream of new business opportunities.
- Developed strong relationships with clients, leading to high levels of trust and loyalty.
Accountant
BSD CARRIERS INC
04.2014 - 05.2018
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Prepared and filed tax forms to meet needs of customers.
- Assisted in successful negotiation of terms with vendors and suppliers, improving company's cost-efficiency.
- Provided journal entries and performed accounting on accrual basis.
- Compiled general ledger entries on short schedule with 100% accuracy.
Education
Bachelor of Science -
Punjab Technical University
India Punjab03-2010
Skills
- Policy analysis
- Sales proficiency
- Financial planning
- Claims handling
Languages
Punjabi
English
Timeline
Certified Insurance Agent
Covered California
02.2020 - Current
Accountant
BSD CARRIERS INC
04.2014 - 05.2018
Bachelor of Science -
Punjab Technical University
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