Rima Patel

Insurance professional with strong experience in Life and Health insurance and developing knowledge in Property & Casualty. Skilled in client service, policy explanation, documentation accuracy, and supporting agency operations. Brings over a decade of management and operational leadership in the hospitality industry, including staff supervision, financial oversight, risk management, and customer service excellence.

Known for reliability, professionalism, and the ability to manage high‑volume responsibilities with accuracy and care.

Insurance Agent - Savers Management LLC - Cary, NC

(2023-10)

• Assist clients with Life, Health, and P&C coverage questions, renewals, and policy changes
• Conduct client interviews to understand coverage needs and gather required information
• Review applications and supporting documents for accuracy and completeness
• Explain policy terms, deductibles, limits, and claims processes in clear, simple language
• Maintain accurate documentation and ensure compliance with state regulations
• Build long‑term client relationships through referrals and consistent follow‑up

General Manager - G6 Hospitality / Red Roof Inn

(2013-04 - 2026-04)

• Oversaw full motel operations including staffing, payroll, scheduling, budgeting, and guest services
• Managed risk‑related issues such as property incidents, liability concerns, and safety compliance
• Completed incident reports and communicated with insurance carriers when required
• Supervised, trained, and evaluated staff to ensure high service standards
• Monitored revenue, controlled expenses, and prepared financial and operational reports
• Ensured property cleanliness, maintenance, and regulatory compliance through routine inspections
• Resolved escalated guest concerns with professionalism and service‑focused problem solving
• Improved operational efficiency through process improvements and team leadership

Bachelor of Commerce - Business & Accounting - M.S. University, India

Certificate - Laboratory Phlebotomist - AMTI

Certified Professional Coder (CPC) - Medical Coding - MedCerts, MI