MOHINI PAREKH
NEW PROVIDENCE NJ *****
** ********@*****.***
Achievements:
. Consistent outperformance of all targets
. Highpoint Auto insurance New Jersey top ten 2009 and 2010 - sales and
retention
. Prudential "Rookie of the year" - 2007
. Prudential "Sophomore of the year" - 2008
. Excellent interpersonal and communication skills across client
classifications and products
. Life Policy Achievement awards "Number One" producer and policy count
in NE territory 2007,2008
Senior Marketing Associate - New Providence Financial Jan 2009 -
Feb 2011
. Strong working knowledge of underwriting, billing and claims
processes
. Strong working knowledge of coverage, premium and loss exposure
. Review of current Home, Auto and Life policies
. New Business application process for all Property and Casualty
clients
. Implementation of all Home, Auto, Umbrella, Coastal, Condo and Rental
policies
. Implementation of all Assigned-Risk policies
. Conservation and Transaction Reporting
. Monitoring of policies to determine underwriting change requirements
. Primary contact base for Prudential, High Point and Homesite clients
Registered Investment Advisor - Prudential Financial Jan
2007 - Jan 2009
. Conserve and review existing financial portfolios
. Provide financial services to new and existing clients
. Complete and implement the sale of all financial services provided by
Prudential including
. but not limited to Life, Mutual Funds, Annuities and Long Term Care
. Provide client support and review needs analysis
. Service the insurance and investment needs of all Prudential clients
. Analyzing financial information
. Establish and grow client-advisor relationship
. Administer renewals, endorsements and underwriting requests
. Implement Marketing strategies
Accounts Associate/New Business - Lloyds, London UK
PROFESSIONAL QUALIFICATIONS:
NASD Licenses -
. Series 6, 63, and 65
. State Variable Life and Health License
. Property and Casualty License (NY, NJ, PA and UTAH)
. Assigned Risk (PAIP and CAIP)
. New Jersey and New York licensed
EDUCATION:
Associates in Education - 4.0/4.0 GPA
BS in Business Studies/Human Resource Management - completion 2012