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Insurance Advisor Customer Service

Mumbai, Maharashtra, India
May 15, 2024

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Insurance Advisor

Phone: 970-***-****


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


Lic Do Assistant

New Business Processes:

Receiving /Uploading Proposal Forms

Information data entry

Insurance Quote Creations



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


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



Communication Problem Solving

Music Crickect Football

Available on Request

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