Message

Aakash patil

Calculated, driven, and amiable Insurance Agent with 3+ years of experience exceeding agency goals, building client relationships, and pioneering outreach efforts. Seeking to leverage proven sales experience and achievement into the open management role in your company. I possess a Bachelor's in Economics and an Insurance Sales License in California.

Key Skills

Sales Goal
B2B Marketing
Direct Marketing
Analysis Of Customer Buy Cycles
Analytical Skills
Benefits Analysis

Professional Experience

Sep 2018
Present
Insurance Agent
CRANE & JENKINS Los Angeles, US
  •  Advised current and potential clients on home, auto, and life insurance benefits and options designed to provide personal and property protection in unforeseen circumstances.
  • Maintained an accurate account of client information and enrolled policies in the database.
  • Grew revenue 18% in 4 months by targeting and reaching out to previously unidentified markets.
Mar 2013
Mar 2016
Insurance Agent
Cloud Clearwater New York City, US
  •  Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals.
  • Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries.
  • Consistently meet and exceed agency goals while maintaining an 88% client satisfaction rate.

Education

Sep 2008
Mar 2011
Bachelor of Arts in Economics in GREEN VALLEY STATE
Mar 2005
Sep 2008
Master of Arts & Economics in
VIKING UNIVERSITY

Certifications

Insurance Sales Certificate
Los Angeles
Certified Insurer
Franklin University

Achievements

2016
Recommended BAISI home,
  •  Evaluated prospective customers' homeowners insurance needs to determine eligibility and recommend proper coverage options.
  • Studied and maintained up to date knowledge of underwriting guidelines for 10 carriers in 52 states.
  • Achieved 100% mandatory compliance and 98 % quality scores in 2013 minimizing risk for the bank.
2019
Engaged in creative cold calling methods
  •  Analyzed the financial performance of peer domestic competitors to develop more effective strategies.
  • Provided information and description of multiple insurance products to educate consumers on market trends, competitive interest rates, and favorable tax strategies.
  • Customized yearly reports for clients, providing a detailed summary of transactions and fees accumulated on a volume basis for retirement plans and identified new innovative techniques to fulfill client requests.

Quote

Let us always meet each other with smile, for the smile is the beginning of love.

Mother Teresa

Hobbies & Interests

  • Bicycle Riding
  • Billiards
  • Clubbing
  • Gardening
  • Motorbikes
  • Running

Languages

Polish
(Native)
Spanish
(Fluent)
Chinese
(Basic)

Career Aspiration

Over the next 3 years, I want to see myself as an Insurance Agent at one of the largest insurance companies in the United States and want to work in an environment conducive to the improvement of my skills and one that yields lucrative returns.

Get in touch with Aakash