Harsh Patel
East Meadow
Summary
Dynamic professional with experience at New York Life Insurance Co, excelling in client satisfaction and sales support. Proficient in CRM software and claims processing, I effectively organized client records and trained new staff. A goal-oriented mindset drives my commitment to compliance and service excellence in the insurance industry.
Overview
6
6
years of professional experience
Work History
Insurance Sales Agent Assistant
New York Life Insurance Co
04.2022 - Current
- Elevated client satisfaction through prompt resolution of inquiries and exceptional service.
- Increased sales team effectiveness by systematically organizing client information records.
- Conducted training sessions for new assistants, ensuring readiness to support insurance agents.
- Ensured compliance with industry regulations by consistently updating knowledge on products and procedures.
HR Coordinator
Candid Infosys
10.2019 - 03.2023
- Maintained human resources information system, ensuring accurate and up-to-date employee files.
- Completed background and reference checks to support hiring and onboarding processes.
- Assisted in payroll processing, guaranteeing precise compensation based on hours worked and deductions.
- Facilitated recruitment by posting job ads, filtering applications, and scheduling interviews.
Education
BBA - Human Resources Management
CHARUSAT University
Gujarat, India06-2019
Skills
- Claims processing
- Goal-oriented mindset
- Underwriting principles
- Insurance products
- CRM software proficiency
- Licensed insurance agent
- Options trading expertise
- Data analysis skills
- Portfolio management
Timeline
Insurance Sales Agent Assistant
New York Life Insurance Co
04.2022 - Current
HR Coordinator
Candid Infosys
10.2019 - 03.2023
BBA - Human Resources Management
CHARUSAT University
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