Sudha Shan
San Diego,CA
Summary
Results-oriented professional with over 10 years of extensive and diverse business experience, demonstrating cumulative and increasingly significant sales expertise. Proven track record in supervising key personnel in retail sales, administration, service, and quality control. Demonstrated analytical, motivational, and organizational skills. Adaptable to newly introduced ideas and procedures. Knowledgeable in policy development and implementation through customer service strategies, effective planning, employee development counseling, and partnering with other entities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Marketing Director
WFG Insurance
San Diego, CA
12.2023 - Current
- Developed and maintained a client base through prospecting, networking, and referrals
- Conducted comprehensive insurance needs assessments for clients, analyzing financial situations and identifying suitable life insurance products
- Presented and explained various life insurance options to clients, ensuring a clear understanding of policy features, benefits, and premium structures
- Collaborated with underwriters and carriers to secure competitive quotes and negotiate terms to meet client requirements
- Achieved and exceeded monthly and annual sales targets, consistently ranking among the top-performing agents in the agency
- Provided ongoing support to clients, addressing inquiries, processing policy changes, and conducting policy reviews to ensure continued satisfaction
- Stayed informed about industry trends, product updates, and regulatory changes to maintain a high level of knowledge and expertise.
Customer Service Representative
Property and Casualty Companies
San Diego, CA
01.2021 - 12.2023
- Managed customer inquiries and provided support through phone calls, emails, and face-to-face interactions
- Assisted customers with policy information, claims processing, and policy changes
- Resolved customer complaints efficiently, ensuring customer satisfaction and retention
- Educated clients on available insurance products, ensuring they were informed and comfortable with their choices
- Collaborated with team members to improve service delivery and operational processes.
Career Agent
Mutual of Omaha
San Diego, CA
11.2017 - 12.2020
- Calculated premiums for various types of insurance based on risk assessments
- Customized insurance plans to meet individual customer needs
- Sold a multitude of insurance policies to customers
- Interviewed potential clients to gather data on financial resources, needs, and physical condition
- Generated prospective client lists and developed clientele through networking
- Acted as a liaison between underwriters and customers, providing information and assistance during claims.
Key Sales Associate Manager
The Walking Company
San Diego, CA
01.2016 - 01.2020
- Strived to achieve store goals and delivered exemplary customer service
- Assisted in maintaining the store to meet company merchandising standards
- Set up and revised merchandising presentations as directed by the store management team
- Performed all management duties pertaining to the store, including sales tracking and inventory management.
Retail Sales Associate
Teavana
San Diego, CA
01.2013 - 01.2016
- Assisted customers with product selection and queries
- Investigated and resolved customer complaints
- Reviewed merchandise movement and inspected merchandise for quality and quantity.
Education
B.S. Business Management -
University of Massachusetts
Skills
- Business Development
- Public Affairs - Community Liaison
- Revenue Growth and Forecasting
- Relationship Management
- Merchandising and Inventory
- Fundraising
- Project Management
- Training - Staff Development
- Customer Service Excellence
Certification
California Life and Health License (Active)
Professional Development
- Ongoing participation in industry seminars and workshops
- Continuous self-education on current market trends and insurance regulations
References
References available upon request
Timeline
Marketing Director
WFG Insurance
12.2023 - Current
Customer Service Representative
Property and Casualty Companies
01.2021 - 12.2023
Career Agent
Mutual of Omaha
11.2017 - 12.2020
Key Sales Associate Manager
The Walking Company
01.2016 - 01.2020
Retail Sales Associate
Teavana
01.2013 - 01.2016
B.S. Business Management -
University of Massachusetts
California Life and Health License (Active)
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