Cadigal

Fraternal Insurance Agent @Knights of Columbus

San Jose, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Fraternal Insurance Agent @Knights of Columbus

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San Jose, CA, US

Licensed to advise clients on life insurance, long-term care, and disability income solutions• Deliver consultative, client-focused guidance to support financial protection and long-term planning• Utilizing digital tools and CRM systems to manage client interactions and track opportunities• Build relationships and develop pipeline through outreach, referrals, and community engagement

EDUCATION

N/A

University of Silicon Valley

Bachelor of Arts - BA, Computer Video & Imaging - Digital Animation (aka Cogswell Polytechnical College)

N/A

De Anza College

Associate of Arts - AA, Associate of Arts

SKILLS

Auto InsuranceMarketingNonprofitsFixed AnnuitiesVideo EditingVideographerStrategic PlanningLife InsuranceCommunity OutreachMicrosoft OfficeSalesAdvertisingCustomer Service ManagementArtMulti-Camera DirectingCondo InsuranceHome InsuranceLeadershipGraphic DesignProperty & Casualty InsuranceSocial Media MarketingMicrosoft ExcelCustomer Issue ManagementEditingManagementBloggingAnnuitiesEvent PlanningFundraisingMarketing StrategyMuseumsEvent ManagementSocial NetworkingAdobe Creative SuiteCamera ExperienceWhole Life InsuranceCustomer ServiceSocial MediaPublic Speaking

ABOUT CADIGAL

I specialize in helping businesses improve revenue and customer experience by combining sales expertise with AI-driven workflows.I bring 10+ years of experience in remote and client-facing roles across insurance, medical devices, and customer operations—driving revenue, improving client retention, and solving complex service challenges. I have experience working with CRM/ERP systems, digital workflows, and customer-facing platforms, with a growing focus on SaaS and AI-driven solutions.In my recent roles, I generated over $200K in annual premium through consultative sales, cross-selling strategies, and relationship management, consistently performing in fast-paced, high-volume environments.Earlier in my career at MedDev Corporation, I led customer service and operational improvements supporting medical device distribution and direct sales. I partnered cross-functionally with engineering, logistics, and distributors to resolve supply chain challenges, improve workflows, and enhance the customer experience, while supporting ISO 9001 process improvements and a transition to a hybrid direct sales model.I’m particularly interested in roles that combine sales, customer success, and operational problem-solving—where I can contribute to both revenue growth and long-term client relationships.Core strengths:• Revenue generation & consultative sales• Customer retention & relationship management• Process improvement & operations support• Cross-functional collaborationOpen to opportunities in sales, customer success, and client-facing roles.

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Cadigal — Fraternal Insurance Agent at Knights of Columbus in San Jose, CA, US | Unifers