Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
References
Timeline
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Jhanavi Acharya

Sydney,NSW

Summary

Highly knowledgeable Insurance Consultant with deep understanding of insurance policies, risk management strategies. Demonstrated ability to craft customized solutions based on client needs and financial goals. Strong record of building and maintaining client relationships through exceptional customer service, strategic advice, and problem-solving capabilities. Previous roles contributed significantly to business growth and client retention through provision of sound guidance and diligent follow-up.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Insurance Consultant

NRMA Insurance
Sydney, NSW
06.2022 - Current
  • Developed client-specific insurance plans tailored to individual needs and preferences.
  • Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
  • Analyzed clients' financial positions, liabilities, and assets to determine appropriate coverage levels.
  • Negotiated with carriers on behalf of clients to secure competitive rates and terms.
  • Created detailed reports outlining risk management strategies and potential savings opportunities.
  • Provided ongoing customer service support, responding to inquiries in a timely manner.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.

Education

Graduate Diploma in Education (Early Childhood) - Education

RMIT
Melbourne, VIC
08-2019

Bachelor of Science - Psychological Sciences

Federation University
Melbourne, VIC
06-2017

Skills

  • Customer Engagement
  • Relationship Building
  • Team Collaboration
  • Written Communication
  • Excellent Communication
  • Problem-solving abilities
  • Time management abilities
  • Active Listening

Affiliations

  • Love dancing to Bollywood songs

Languages

Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual

Certification

  • CPR First Aid Certificate

References

References available upon request.

Timeline

Insurance Consultant

NRMA Insurance
06.2022 - Current

Graduate Diploma in Education (Early Childhood) - Education

RMIT

Bachelor of Science - Psychological Sciences

Federation University
Jhanavi Acharya