PRATHMESH MORE
Insurance Advisor
Phone: 970-***-****
Email: ad5pot@r.postjobfree.com
Date of Birth: 10/16/1998
Gender: Male
Marital Status: Single
Address: B/1312, Om Kalyani Chsl,
Navagaon, Dahisar West, Mumbai
Suburban, Maharashtra.
Nationality: India
Experienced Insurance Advisor with a proven track record of providing exceptional customer service and advice to clients. Skilled in identifying and assessing risk, developing insurance solutions, and delivering high-quality customer care.
Highly organized, with exceptional time management skills to complete a wide variety of tasks. Responsible for daily filing all customer files, which included both A/P and A/R documentation. Assisted in the processing of distributor rebates and verified all information was complete and accurate.
Work Experience
July 2017 -
April 2019
Borivali Mumbai, Maharashtra
Admin Assistant Purchase And Accounts
Rudra Enterprises
Manage and archive quality documentation and participate in internal and external quality audits
Developed, updated and maintained database of existing and potential customers in tally
Maintaining the supplier database, purchase records, and related documentation. Coordinating with inventory control to determine and manage inventory needs Reconcile accounts payable and receivable; Ensure timely bank payments; Compute taxes and prepare tax returns; Manage balance sheets and profit/loss statements September 2020
-
April 2024 Mumbai, Maharashtra
Admin
Lic Do Assistant
New Business Processes:
Receiving /Uploading Proposal Forms
Information data entry
Insurance Quote Creations
Education
Skills
Proposal Generation
Issuing Insurance Policies
Booking the Premium in MIS
Policy Renewal Services
Insurance Endorsements
Policy Maintenance and Administration Services
Policy Cancellation and Reinstatements Services
October 2021 -
Till Date
Mumbai, Maharashtra
Insurance Advisor
LIC
Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc. Evaluating business or individual customers? needs and financial status and proposing protection plans that meet their criteria
June 2004 -
March 2014
Primary Education - St. Francis D'Assisi High School First School Leaving Certificate (FSLC) Borivali Mumbai, Maharashtra.
August 2014 -
March 2016
Secondary Education - St. Francis D'Assisi High School And Jr College
Senior Secondary School Certificate (SSCE) Mumbai, Maharashtra.
July 2017 -
October 2022
Commerce - Shailendra Education Society
Bachelor Of Commerce Dahisar East
Mumbai, Mahrashtra.
MS Office Typing Technical Skills Computer
Hobbies
Referees
Communication Problem Solving
Music Crickect Football
Available on Request