Taruna Varma
East Amherst,NY
Summary
A dynamic leader with a proven track record at Allstate Corp, enhancing sales skills and expanding operations. Skilled in policy analysis and fostering strong relationships, I spearheaded growth initiatives and mentored teams for peak performance. My strategic approach and staff development acumen have consistently driven success and client satisfaction.
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Experienced with business development, client relationship management, and team leadership. Utilizes strategic planning and problem-solving skills to drive agency success. Track record of fostering client loyalty and achieving business growth.
Overview
27
27
years of professional experience
Work History
Insurance Agency Owner
Allstate Corp
10.2020 - 04.2024
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
- Collaborated with underwriters in creating customized insurance packages suited to the specific requirements of both individual and corporate clientele.
- Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
Restaurant Owner/Operator
Tim Hortons
12.1999 - 12.2019
- Sourced vendors, negotiated contracts, and managed efficient deliveries of high-quality supplies.
- Maximized dining experience by designing an inviting atmosphere through thoughtful interior design choices and menu selections.
- Introduced themed nights attracting specific clientele groups thus diversifying the customer base.
- Collaborated with local community organizations on various initiatives to boost brand visibility while giving back to the community.
- Managed financial aspects of the business including budgeting, forecasting, cash flow management, and financial reporting to stakeholders.
- Utilized data-driven decision-making to identify areas for improvement in restaurant performance metrics such as sales targets or employee productivity rates.
- Implemented a successful staff reward and recognition program which increased employee morale, performance, and satisfaction.
- Enhanced customer satisfaction by implementing efficient service processes and training staff on exceptional customer service techniques.
- Recruited, hired, and trained talented staff to fill vacancies.
- Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste.
- Set employee schedules, delegated work, and monitored food quality and service performance.
Financial Advisor
P N C Bank
05.1997 - 10.1999
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted clients with budgeting and cash flow management.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Used Car Sales Professional
Admiral Nissan
02.1997 - 02.1999
- Improved dealership reputation by addressing customer issues promptly and professionally, resulting in positive reviews.
- Enhanced sales performance by effectively showcasing vehicle features and benefits to potential buyers.
- Increased customer satisfaction by providing personalized service and tailored recommendations for used car purchases.
- Worked collaboratively with other team members to create a cohesive and productive sales environment, contributing to overall dealership success.
Education
Bachelor of Science - Accounting/computer Science
University At Buffalo
Buffalo, NY07-2003
Skills
- Policy analysis
- Staff development
- Claims management
- Underwriting
- Small business operations
- Relationship building
Languages
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Interests
- Youth Development Programs
- Fundraising Events
- Volunteer Work
- Participating in fundraising events to support local charities, schools, or community projects
Timeline
Insurance Agency Owner
Allstate Corp
10.2020 - 04.2024
Restaurant Owner/Operator
Tim Hortons
12.1999 - 12.2019
Financial Advisor
P N C Bank
05.1997 - 10.1999
Used Car Sales Professional
Admiral Nissan
02.1997 - 02.1999
Bachelor of Science - Accounting/computer Science
University At Buffalo
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