Aleshni Pratap
Palmerston North,Manawatu-Wanganui
Summary
Dynamic and results-driven Personal Lines Insurance Agent from IAG - Insurance Of Australian Group, I excel in client service and insurance sales. Leveraging insurance regulations knowledge and exceptional customer service skills, I've significantly enhanced client satisfaction and retention. My proactive approach and ability to develop tailored insurance solutions underscore my commitment to meeting and exceeding employer expectations.
Overview
9
9
years of professional experience
Work History
Personal Lines Insurance Agent
IAG - Insurance Of Australian Group
Palmerston North, MWT
01.2021 - Current
- Resolved client issues efficiently, maintaining a high level of professionalism and empathy throughout the process.
- Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.
- Developed trusting client relationships by creating Type insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
- Researched providers and compared coverage and premiums to deliver best possible packages to clients.
- Collaborated with underwriting team to ensure accurate risk assessments, optimizing pricing structures for client affordability.
- Enhanced sales skills through ongoing training initiatives, staying current on industry trends and best practices in personal lines insurance sales.
- Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through attentive service and prompt responses to inquiries.
- Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
Inventory Control Officer
Cory's Electrical
Palmerston North, MWT
01.2020 - 10.2020
- Enhanced warehouse organization by redesigning storage layout and implementing a barcode system.
- Streamlined the ordering process for increased efficiency and reduced stock shortages.
- Coordinated annual physical inventories alongside external auditors for accurate reporting and financial reconciliation purposes.
- Monitored product life cycles closely, making informed decisions on discontinuing or promoting specific items based on performance trends.
Credit Control Officer
Fiji National Provident Fund
Fiji
02.2016 - 04.2018
- Contacted customers to collect outstanding payments via one-time or negotiated installment methods.
- Processed payments and applied to customer balances.
- Researched accounts and completed due diligence to resolve collection problems.
- Followed prescribed scripts and maintained friendly but firm attitude with full knowledge of contractual requirements and legal remedies.
- Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials.
- Generated and mailed updated statements monthly and processed demand letters.
- Accessed credit records to evaluate customer credit histories.
- Visited premises of customers to directly collect payments.
Receptionist
Air Refridgeration
Fiji
01.2015 - 06.2015
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Education
Postraguate Diploma - HR Management
Massey University
Palmerston North, MWTBachelor Of Commerce - Economics And Management & Public Administration
University of South Pacific
Fiji02.2017
Skills
- Insurance regulations knowledge
- Client Service
- Mentorship
- Mentoring
- Financial Acumen
- Customer Service
- Insurance sales
- Customer Retention
- Customer Needs Assessment
- Email Marketing
- Cold-calling
- Marketing
- Client Retention
Timeline
Personal Lines Insurance Agent
IAG - Insurance Of Australian Group
01.2021 - Current
Inventory Control Officer
Cory's Electrical
01.2020 - 10.2020
Credit Control Officer
Fiji National Provident Fund
02.2016 - 04.2018
Receptionist
Air Refridgeration
01.2015 - 06.2015
Postraguate Diploma - HR Management
Massey University
Bachelor Of Commerce - Economics And Management & Public Administration
University of South Pacific