A results-driven P&C Insurance expert with nine years of experience spanning Sales, Customer Support, Technical Service, and Agency Management.
I am a highly self-sufficient operator dedicated to solving complex insurance challenges and streamlining operations with minimal oversight.
My promise: Point me in the right direction, and I will eliminate your operational bottlenecks and deliver measurable improvements.
Core Areas of ExpertiseProperty & Casualty (P&C) Insurance: Deep, technical fluency in both Personal Lines (Home, Auto, Flood) and Commercial Lines risk assessment and policy management.
Agency Operations & Efficiency: Proven ability to manage, optimize, and document complex workflows (e.g., policy renewal cycles, data auditing, system migration).
Compliance & Technical Support: Expertly handle technical documentation, carrier portal management, and ensure regulatory compliance across all policy processes.
Sales & Client Retention: Highly skilled in new business acquisition, complex claim support, and executing proactive client management strategies that maximize retention.Key Skills & ToolsAgency Management Systems (AMS): Expert user of HawkSoft, NowCerts, and similar platforms.
CRM & Workflow: Proficient in using platforms like AgencyZoom for task automation and status tracking.
Technical Proficiency: Advanced use of Carrier Portals, Google Sheets for data analysis, and professional communication via Outlook.
Why Hire Me?
You are hiring a proven professional who requires no hand-holding. I excel at taking ownership of critical tasks and driving them to completion, ensuring compliance and maximizing client satisfaction at every step
Experience: 1 - 2 years
Experience: 1 - 2 years
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
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