Kshama Trivedi Email and Phone Number

 Develop positive working relationships with clients Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs. Deliver policy proceeds after a claim is filed and approved. Communicate with Insurance Adjusters about the life cycle of each claim Explain the differences in policy specifics so clients can make informed decisions about their purchases. Assist with obtaining underwriting approval. Respond to clients’ questions and complaints. Follow up with clients after initial meetings or conversations. Participate in continuing education programs in both insurance and sales.

 Day to day real time entry in tally & Excel. Tally data entry including sales, purchase, receipts, payments, bank reconciliation statement, and preparation of debtors / creditors statements. To record proper and accurate tally. Reconciling accounts payable and receivable transactions in Tally ERP. Reconciliations of Accounts and bank book. Tally Accounting, Billing & Cash Handling