Puja Agarwalla
Summary
Expert Service-driven professional with 8 years experience in customer focused and management industry. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. Decisive leader with good planning and organizational skills.
Overview
6
6
years of professional experience
Work History
Personal Insurance Consultant
IAG Insurance
05.2022 - Current
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed risk factors to recommend appropriate coverage levels.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
2IC MANAGER
Kathmandu
09.2019 - 05.2022
- Increased company's profitability through customer relationship development, community involvement and marketing campaigns.
- Planned and directed staffing, training and performance evaluations to develop and control sales and service programs.
- Analyzed transactions to find methods to simplify procedures, improve processes and maximize resources.
- Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
- Established and created training programs to enhance employee knowledge of best practices using hands-on and motivational leadership resulting in improved customer satisfaction.
- Evaluated store performances, set sales and profit goals and incorporated feedback to implement improvement plans and reach set KPIs and sales target.
- Oversaw storewide merchandising benchmarks to maintain operational excellence, deliver visual appeal and stimulate sales.
- Reviewed monthly financial results to identify opportunities to improve profitability.
- Enforced company policies and procedures to strengthen operational standards.
- Organized schedules, workflow rosters and shift coverage to meet expected business demands.
- Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
- Collaborated closely with management team to roll out functional and strategic initiatives.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
SALES ASSOCIATE
Bedstop
05.2018 - 09.2019
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Interacted with customers to understand particular needs and identify products and services best suited to helping in achieving goals and drive revenue.
- Continuously met sales goals via strategic prospecting.
- Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.
- Completed performance updates and quarterly business reviews and presented findings.
- Managed order process for new and existing customers and follow up on products and services sold and verify satisfaction, resolving complaints and offering additional services to boost sale.
Education
Diploma in Business Administration - Marketing, Advertising, Retailing And Sales
Auckland University of Technology
Auckland CBD07.2016
Bachelor of Engineering - Biotechnology
R.V College of Engineering
Bengaluru, India05.2015
Skills
- Licensed Insurance Agent
- Risk management
- Risk assessment
- Motivated Team player and
leadership - Excellent Verbal and Written
Communication skills
- Complex Problem Solving
- Managing Operations and
Efficiency - Outstanding Customer Service
and interpersonal skills - Administration and Reporting
- MS Office proficiency
Accomplishments
• Exceeded sales goals by an average of 21% in 1 year
• Recognized as Employee of the month 3 times for outstanding performance and team contributions.
• Led team to achieve KPIs, earning recognition from upper management and financial reward.
• Collaborated with team in specialised projects.
• Consistently maintained high customer satisfaction ratings.
Timeline
Personal Insurance Consultant
IAG Insurance
05.2022 - Current
2IC MANAGER
Kathmandu
09.2019 - 05.2022
SALES ASSOCIATE
Bedstop
05.2018 - 09.2019
Diploma in Business Administration - Marketing, Advertising, Retailing And Sales
Auckland University of Technology
Bachelor of Engineering - Biotechnology
R.V College of Engineering
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