Ekta Patel

Licensed LLQP professional with experience in insurance, banking, customer service, and client relationship management. Skilled in handling customer inquiries, explaining policy details, resolving concerns, and maintaining strong client relationships through telephone and digital communication channels. Proven ability to meet performance targets, document client interactions accurately, and deliver customer-focused solutions in fast-paced environments.

Seeking to leverage insurance and customer care experience as a Customer Care Advisor.

Financial Advisor at Primerica Insurance Company (2024-05 – Present)

• Conduct 25+ client consultations weekly via telephone and virtual meetings to assess insurance needs and provide personalized coverage solutions.
• Educate clients on policy features, premium structures, coverage options, exclusions, and benefits, ensuring informed decision-making.
• Handle client inquiries regarding policy updates, coverage changes, beneficiary modifications, and insurance documentation while maintaining compliance.
• Build strong client relationships through proactive follow-up calls, helping improve policy retention and customer satisfaction
• Maintain detailed client records within CRM systems and document interactions accurately.
• Resolve client concerns and objections by identifying suitable solutions aligned with customer needs.
• Consistently achieve weekly sales and activity targets through client outreach and relationship management.
• Collaborate with underwriting and carrier partners to facilitate policy issuance, amendments, and service requests.

Front Counter Attendant at McDonald's (2022-08 – 2023-04)

• Greeted customers and provided friendly, prompt service.
• Addressed customer questions, resolved complaints, and ensured overall customer satisfaction.
• Demonstrated menu knowledge to answer customer questions and suggest promotions or menu combinations to increase sales.
• Collaborated effectively with team members and managers to maintain a fast speed of service and met daily operational goals.
• Adapted quickly to various tasks, including working at the counter, handling drive-through orders, and assisting with food preparation.

Developing Banking Officer at Axis Bank (2019-06 – 2022-04)

• Provided frontline customer service in a fast-paced branch environment, assisting 50+ clients daily with account servicing, payment inquiries of loans, credit products, deposits and withdrawals and issue resolution.
• Maintained accurate documentation of customer interactions and transactions while adhering to compliance standards.
• Educated customers on banking products and digital services, improving adoption of online and mobile banking platforms.
• Collaborated with internal partners in financial and retirement planning to provide holistic advice.
• Identified sales and referral opportunities to meet customer needs and branch goals.
• Supported branch initiatives focused on client satisfaction and community engagement.

Sales Representative at L'Oréal Paris Company (2016-06 – 2019-05)

• Actively sought and identified new potential clients or customers for the company's products or services.
• Negotiated prices, terms, and contracts with clients to finalize deals.
• Worked to meet and exceed quarterly or annual sales goals and contribute to the company's revenue.
• Kept detailed records of sales activities in a CRM system and prepared regular reports for managers.
• Conducted face-to-face meetings and hands-on product demonstrations.
• Achieved weekly, monthly, and quarterly sales targets set by management.
• Followed up with existing clients to ensure their satisfaction, provide ongoing support, and encourage repeat business.

Master of Commerce in Accounting & Finance – Gujarat University (2017-06 – 2019-03)

Bachelor of Commerce in Accounting & Finance – Gujarat University (2013-06 – 2016-03)