Chethan Srinivas

Worked on US Title Insurance
Processing the Title Insurance as per the CSR requirements and processing them within TAT
Information on Responsibilities and achievements that relate to creating and Implementing Processes to improve
operational efficiencies
Researched potential clientele and made cold calls to initiate the outbound sales process
Contact prospects after the initial meeting via phone calls and emails to increase the sales process and add them to the
sales pipeline
Possess comprehensive knowledge and information on company products and services Locate new business
opportunities within specific markets and expand clientele Utilize Customer Relationship Management system to compile a
list of up-to-date leads and relevant information to ensure sales agents can efficiently move through the sales pipeline.
Ensured 100% adherence to state and federal insurance regulations (e.g., Anti-Money Laundering/AML, suitability
standards).
Resolved complex client inquiries and claims issues, improving client satisfaction scores by 10%.
Worked for the California region for 2 years.
Confer with board members, organization officials, or staff members to discuss issues, coordinate activities, or resolve
problems.

Direct or coordinate an organizations financial or budget activities to fund operations, maximize investments, or increase
efficiency.
Prepare budgets for approval, including those for funding or implementation of programs.
The core function is to provide a lump-sum amount (the death benefit or sum assured) to the named beneficiary upon the
death of the insured person.
Review reports submitted by staff members to recommend approval or to suggest changes. Review reports submitted by
staff members to recommend approval or to suggest changes.
Negotiate or approve contracts or agreements with suppliers, distributors, federal or state agencies, or other organizational
entities.
Direct or coordinate activities of businesses or departments concerned with production, pricing, sales, or distribution of
products.
Exceeded new business sales targets by 30% for three consecutive quarters, generating $X in first-year premiums.
Developed and executed a cross-selling strategy that increased average client policy value by 15%.
Prospected and closed an average of 15+ new policies per month through strategic networking and lead generation.
Make presentations to legislative or other government committees regarding policies, programs, or budgets.
Direct or coordinate activities of businesses involved with buying or selling investment products or financial services. a
Administer programs for selection of sites, construction of buildings, or provision of equipment or supplies.
Cultivated Maintained a client retention rate of 95% over a five-year period through proactive service and annual policy
reviews.

Ensured Compliance with Fannie Mae, Freddie Mac, FHA, VA and other Investor guidelines.
Negotiated and executed over 50 lease renewals, resulting in a 95% occupancy rate.
Responded to and resolved tenant inquiries and complaints promptly and efficiently.
Managed all aspects of property accounting, including rent collection, expense tracking, and financial reporting.
Collaborated with vendors and contractors to ensure the smooth operation of all property systems.
Supervised a team of maintenance technicians, ensuring timely and effective repairs and maintenance.
Developed and implemented marketing strategies to attract new tenants.
Conducted comprehensive financial needs analyses for 100+ families, tailoring
insurance solutions to meet specific financial goals and risk profiles
Successfully supported multi-state Mortgage operations, ensuring adherence to varying state-specific regulations.
Utilized property management software to streamline operations and improve efficiency.
Prepare Loan Packages for Underwriting by verifying Applicant data and Documentation.

Resolved 100+ customer inquiries daily through multiple channels (email, phone, live
chat). Handled escalated customer concerns and resolved them promptly and effectively
Developed and implemented knowledge base articles to enhance customer self
service Handled escalated customer concerns and resolved them promptly and
effectively
• Developed and implemented knowledge base articles to enhance customer
self- service. Analyzed customer feedback to identify areas for improvement in
products and services
• Maintained a high level of customer satisfaction through consistently exceeding expectations
• Colaborated with product and engineering teams to address customer issues and improve product
functionality.
• Utilized problem-solving abilities to resolve complex customer inquiries and identify underlying root causes