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Star Agent This Month
Striking a perfect work-life balance, Pallavi has carved out a successful career for herself at Max Life Insurance. Her strong family values are her guiding principles and with these principles intact, she always strives to serve her clients with utmost dedication. Let us take a further insight into her life…
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Max Life Insurance was recommended to me by a friend who was working with this organization. I visited the office, got recruited and my training began. After my training, I decided to further hone my skills and joined The American College for LUTCF (Life Underwriter Training Council Fellow). I finally succeeded in my ambition and got professionally qualified in this field.
I have a proper setup, team and processes in place. I have a dedicated helpline number for my clients to entertain their queries and complaints throughout the week. Every contact with the client is recorded in a database and once the complaint has been resolved, we check back if the client is satisfied. I also have set up a small office for myself at home, apart from the set up that I have in the GO.
It’s the flexibility of work that allows me to do something constructive that result in earning a decent return. My work ethics get defined by the value system my family has brought me up with.
I still remember that I made phone calls from even the labour room right before my delivery, for a premiumA regular payment made to the insurance company to keep the policy in force. cheque and the nurses were totally shocked. One interesting fact is that my first key account delivered its first cheque the same day my daughter was born.
My family has been a source of perpetual guidance and support. However, my family would not have approved of my profession if I was to source retail polices or tried to prospect within our friends and family.
I usually try and schedule my meetings during the morning hours when my daughter is in school. I make it a point to be available for my family when ever they need me. My thought here is clear - family comes before anything else.
My favourite hobby is painting but due to time constraints, I have taken up photography. I usually spend my free time in parks or near historical monuments clicking pictures. I love swimming and a little bit of reading too.
I was a state level individual champion in swimming from UP. I have also won the Platinum Award for trekking under the Duke of Edinburgh Awards Scheme.
I still remember the warm hug one jawan’s widow gave me when I had gone to deliver my first claimNotification to an insurance company that payment of an amount is due under the terms of the policy. cheque. She was in tears as if I was sent by God for her and her six-month-old son. That hug changed my outlook towards life and I also realized where God has tried to fit me in His whole scheme of things.
I want to continue working the same way as I have been working till now, upholding the virtues I have been brought up with. I believe in treating each day as a new beginning.
Listen to your clients, understand their problems and judge their needs wisely. Give your clients a solution they need for their problems.Manzil Pe Jinhen Jana Hai, Shikwaa Nahi Karte,Shikwon Me Jo Ulajhten Hai, Paucha Nahi Karte.
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