Mukesh Kanu

Development Officer

Sagarmatha Lumbini Insurance Company Ltd.

Bardaghat, Kathmandu, Nepal

01.2017 - 12.2021

Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Met with division leaders and consultants to discuss strategies to increase sales.
Developed appropriate quotes based on risk information.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Interviewed prospective clients to obtain data about financial resources and needs.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Sought out new clients and developed clientele by networking to find new customers.
Achieved repeat business and referrals through personalized services.
Monitored clients' insurance coverages to ensure changing needs were met.
Counseled prospects and policyholders on coverage, limits and regulations.
Contacted underwriters and submitted forms to obtain binder coverage.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Responded to customer inquiries and problems to promote great service.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Assessed customer needs and recommended suitable insurance policies accordingly.
Provided advice to customers on various types of insurance policies.
Advised customers on how to reduce their risks through appropriate coverage levels.
Investigated complaints from customers regarding claims or service issues.
Conducted market research and identified potential new business opportunities.
Monitored changes in laws governing insurance products.