Nirajan Shrestha (NJ)
Parramatta,Sydney
Summary
Dynamic and results-oriented insurance broker with over 6 years of experience in general insurance. Currently serving as a business insurance broker, committed to delivering exceptional customer service while managing, growing, and servicing client portfolios. Skilled in educating clients on risk management and insurance products, brokering business opportunities, and effectively presenting and closing new business deals to drive growth. Possesses deep insights into addressing customer complaints and inquiries, ensuring adherence to company standards. Seeking a challenging opportunity that leverages my initiative and expertise in a collaborative environment where I can make a significant positive contribution.
Overview
7
7
years of professional experience
Work History
Business Insurance Broker
AON
06.2023 - Current
- Manage the renewal of insurance policies for existing business clients, ensuring seamless service delivery and high client satisfaction.
- Negotiate policy terms with internal and external underwriters to secure optimal coverage tailored to client needs.
- Consistently achieve personal and team retention targets, contributing to overall business success and growth.
- Drive new business and cross-sell growth through effective lead generation and conversion of warm leads into active clients.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Demonstrate strong multitasking abilities while navigating complex technologies, including Salesforce and various insurer platforms.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Senior Customer Value Consultant (Retention)
BIZCOVER
03.2022 - 06.2023
- Delivered outstanding customer experiences by maintaining a high level of professionalism and establishing positive rapport with every client.
- Managed complex cases for renewals and amendments, ensuring adherence to company policies and procedures.
- Liaised with insurers and underwriters to handle complicated client renewals, achieving the highest levels of customer satisfaction.
- Identified clients with special needs and facilitated appropriate assistance to ensure successful transaction completion.
- Set customer experience milestones by responding efficiently and accurately to inquiries, explaining possible solutions, and ensuring clients felt supported and valued.
- Strived to meet or exceed Customer Care Team metrics while consistently providing excellent customer service.
SENIOR BUSINESS INSURANCE CONSULTANT
BIZCOVER
08.2019 - 03.2022
- Enhanced client satisfaction by providing tailored insurance solutions for their specific business needs.
- Consistently achieved and surpassed daily, weekly, and monthly sales KPIs, focusing on sales volume, conversion rates, adherence, and quality assurance metrics.
- Promoted insurance plans by effectively articulating features and benefits, skillfully addressing objections to successfully close sales.
- Collaborated with underwriters to secure competitive rates for clients, ensuring the best possible coverage at a reasonable cost.
- Supported operational efficiency through the meticulous maintenance and updating of corporate files and records.
CUSTOMER SERVICE REPRESENTATIVE (SALES)
Woolworths Insurance
02.2019 - 08.2019
- Consistently achieved and exceeded daily, weekly, and monthly sales KPIs, focusing on sales volume, conversion rates, adherence, and quality assurance metrics.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Communicated effectively with prospective clients via phone and email to facilitate conversion of lead to active clients.
- Developed in-depth product knowledge of the Woolworths General Insurance Product to ensure a high level of service.
- Conducted outbound calls to existing customers to resolve inquiries and provide updates on their policies
CUSTOMER SERVICE SALES REPRESENTATIVE
Peakbound Holding PTY LTD(Allianz)
10.2017 - 10.2018
- Handled inbound calls, addressing customer inquiries regarding home, car, and general insurance policies efficiently.
- Developed a comprehensive knowledge of product offerings to better assist customers with informed recommendations.
- Consistently achieved and exceeded designated KPIs, contributing to team success and overall performance.
- Utilized suggestive selling techniques to enhance customer service inquiries, effectively increasing revenue
- Responded to customer inquiries and resolved issues related to billing, services, and products, ensuring high levels of satisfaction
Education
Tier 1 Insurance Broking -
LMI College of Insurance And Risk
Bachelors of Accounting -
Victoria University
Skills
- Proactive team player
- Networking capabilities
- Driven
- Underwriting knowledge
- Policy coverage expert
- Salesforce knowledge
Timeline
Business Insurance Broker
AON
06.2023 - Current
Senior Customer Value Consultant (Retention)
BIZCOVER
03.2022 - 06.2023
SENIOR BUSINESS INSURANCE CONSULTANT
BIZCOVER
08.2019 - 03.2022
CUSTOMER SERVICE REPRESENTATIVE (SALES)
Woolworths Insurance
02.2019 - 08.2019
CUSTOMER SERVICE SALES REPRESENTATIVE
Peakbound Holding PTY LTD(Allianz)
10.2017 - 10.2018
Tier 1 Insurance Broking -
LMI College of Insurance And Risk
Bachelors of Accounting -
Victoria University
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