Meelad Naik
Aspiring SDR
- Role
- Insurance Broker at Ascent Solutions, A Rootstock Software Company
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Meelad Naik
Background in IT, customer service, and sales, with experience working directly with…
Experience
Insurance Broker
Ascent Solutions, A Rootstock Software Company
Jun 2025 — Present · San Francisco, CA, US
Partnered with 26 U.S. carriers to design customized life and health insurance plans for clients.• Conducted daily consultations to match clients with optimal coverage options.• Assisted 150+ families, driving $200K in net revenue growth through tailored solutions and retention strategies.• Strengthened client relationships and improved plan satisfaction through personalized service and consistent follow-up.
Education
California State University Channel Islands
Bachelor's of Business Administration, Minor in Information Technology
2021 — 2025
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