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1

insurance advisor

  • Source and provide insurance products to clients pertaining to auto, boat, recreational vehicle, tenant, and condo insurance.
  • Provide insight and guidance to clients regarding SGI Autofund licensing rules and regulations
  • Completion of accounting administrative tasks including daily deposits and bank reconciliations.
  • Sell various types of life insurance policies to businesses and individuals on behalf of insurance companies.
2

insurance advisor

  • Build relationships with customer through active listening and communication to provide better service. 
  • Determined needs by assessing existing coverage and aligning new 
  • Provide expertise to help clients, manage risks and maximize returns associated with investment products or credit offerings.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, property and specialized in Health Insurance.
3

insurance advisor

  • Significant experience in selling insurance products
  • Strong knowledge of insurance related issues and various insurance policies
  • Ability to suggest suitable product as per needs and budget of clients
  • Ability to build and maintain a long-term relationship with the client
  • Strong report-writing skills
  • Excellent explanation skills 
4

insurance advisor

  • Consistent Fast tracker
  • Top rookie award 2017-Red amber unit
  • Top in A.C award 2018-Red amber unit
  • Bronze Medallion awardee Love month 2018
  • Bronze Medallion awardee August champs 2018
  • Bronze Medallion awardee Summer campaign 2019
5

insurance advisor

  • Service various types of insurance policies to individuals, including automobile, fire, property and specialized policies.
  • Call or meet policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
  • Performed administrative tasks, such as maintaining records and handling policy renewals. 

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