Suhel Banglawala
Mount Prospect,IL
Summary
Dynamic Insurance Sales Agent with a proven track record at Sriram Insurance Company, excelling in customer needs assessment and account management. Leveraged expertise in insurance sales and customer service to exceed sales targets through effective client relationships and product knowledge. Demonstrated ability to analyze risk factors, ensuring optimal coverage for clients.
Overview
4
4
years of professional experience
Work History
Insurance Sales Agent
Sriram Insurance Company
10.2020 - 05.2024
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Education
Bachelor of Commerce - Accounting
M K College of Commerce
Bharuch , India04.2014
High School Diploma -
The Dayadra Higher Secondary School
Bharuch, India03.2011
Skills
- Account Management
- Contract review and analysis
- Email Marketing
- Customer Needs Assessment
- Insurance sales
- Customer Service
Timeline
Insurance Sales Agent
Sriram Insurance Company
10.2020 - 05.2024
Bachelor of Commerce - Accounting
M K College of Commerce
High School Diploma -
The Dayadra Higher Secondary School
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