Moreen Prasad

About Moreen Prasad

Helping clients determine the value of property, preparing market analysis statistic they want to sell. Providing tips to help sellers stage property to appeal buyers. Advertising and hosting open house events. Negotiating contracts, purchase agreements and educating sellers about disclosures and facilitating the closing process on behalf of clients.Insurance Broker:gathering information from clients, assessing their insurance needs and risk profile;building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients’ businesses or lives;foreseeing clients\' insurance needs, such as policy renewals;researching insurance companies\' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price;arranging specialised types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers;advising clients on risk management and helping to devise new ways to mitigate risks, for example, by adding security measures such as fencing, surveillance cameras or lighting to commercial properties to reduce the likelihood of break-ins;renewing or amending existing policies;advising clients whether and when they need to make a claim on their policies;marketing and acquiring new clients;developing relationships with underwriters, surveyors, photographers, structural engineers and other professionals;administrative tasks such as dealing with paperwork, correspondence, keeping detailed records;winning accounts against competitors;keeping up with changes in the insurance market and in the clients\' industries;collecting insurance premiums and processing accounts.

Experience

1. Independent Associate

   Transamerica

   Feb 2013 — Present

Education

• American Masters Real Estate School

  Real Estate

  2006

• Calig Travel School

  Tourism and Travel Services Marketing Operations, Tourism and Travel Services Marketing Operations

  1991

• Successful Insurance Training

  Life and Health

  2006

• Hewitt and Jackson

  Tax Preparation, Tax Preparation

  2008

Skills

• Long Term Care Insurance
• Indexed Annuities
• International/Domestic - Individual/Group/Multi Trip Travel Insurance
• Long-Term Care
• Equity Indexed Annuities
• Property & Casualty Insurance
• Liability
• Fixed Annuities
• Universal Life
• Claim
• Marketing
• Final Expenses
• Investments
• Sales
• Training
• Retirement
• Insurance
• Retirement Planning
• Licensed Life & Health Insurance Agent
• Health Insurance
• Brokers
• Term Life Insurance
• Disability Insurance