Mansi Sheth
Insurance Advisor
- Role
- Insurance Professional at Probitas Insurance Brokers Pvt. Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Insurance Professional
Probitas Insurance Brokers Pvt. Ltd
Mar 2025 — Present · Mumbai, IN
Obtaining detailed information of the client\'s business and risk management philosophy;• Rendering advice on appropriate insurance cover, researching and analyzing insurance policies to recommend the best options for clients• Gather and prepare documentation for insurance applications and renewals• Maintain accurate records of client interactions and transactions in the company\'s CRM system• Acting promptly on instructions from a client and providing him written acknowledgements and progress reports.
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