Open to opportunities

Ruchi Patel

@ruchipatel1

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Adaptable project coordinator with expertise in insurance and client relations.

United States

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What I'm looking for

I am looking for a role that values collaboration, offers growth opportunities, and allows me to leverage my skills in project management and client relations.

I am an adaptable and driven professional with a strong work ethic, thriving in both team-based and individually motivated settings. My experience spans event coordination, sales operations, and client relationship management, where I have consistently demonstrated my ability to excel in fast-paced environments. I pride myself on being highly organized, proactive, detail-oriented, and punctual, ensuring seamless customer experiences.

In my recent role as a Project Coordinator at IRYS Insurtech Inc., I successfully assisted in planning and executing project timelines for software implementations, coordinating with internal teams to meet project milestones. My ability to cultivate strong relationships with clients and stakeholders has enhanced customer satisfaction and retention, while my proactive approach to identifying opportunities for process improvement has streamlined implementation processes for efficiency.

With a background in commercial insurance as an Insurance Agent and a Business Development Officer, I have honed my skills in customer service, relationship building, and project management. I am passionate about leveraging my expertise to contribute to innovative solutions in the insurance industry and drive positive outcomes for clients.

Experience

Work history, roles, and key accomplishments

Project Coordinator

IRYS Insurtech Inc.

Jun 2024 - Nov 2024 (5 months)

Coordinated project timelines for software implementation, liaised between technical teams and clients, and maintained project documentation. Cultivated strong client relationships to enhance satisfaction and retention.

Project Management Client Relationship Management Communication Time Management Documentation Team Coordination Software Implementation Problem Solving Stakeholder Engagement

Commercial Insurance Agent

OIG Insurance

Jun 2021 - Jun 2024 (3 years)

Managed a book of commercial accounts, provided detailed product information, processed policy changes, and ensured client satisfaction through exceptional service.

Customer Service Policy Management Risk Management Negotiation Documentation Communication Problem Solving

Insurance Agent Assistant

Northwestern Mutual Life Insurance

Jun 2020 - Apr 2021 (10 months)

Analyzed customer needs, maintained records, and improved office operations while providing support to insurance agents and enhancing data collection accuracy.

Data Management Communication Problem Solving Sales Support

Business Development Officer

AXIS Bank Ltd.

Jul 2017 - Jan 2019 (1 year 6 months)

Executed sales presentations, coordinated training workshops, and strengthened customer relationships through product-focused events and effective communication.

Sales Strategy Customer Relationship Management Event Planning Communication Cross Selling Market Research Presentation Skills

Accountant

Venus Money Exchange Pvt Ltd.

Jan 2016 - Jun 2017 (1 year 5 months)

Maintained financial documentation, reviewed ledger entries, and provided administrative support to senior accounting staff, ensuring accuracy in financial reporting.

Accounting Administrative Support Compliance

Administration Officer

AXIS Bank Ltd.

Jun 2013 - May 2015 (1 year 11 months)

Managed digital databases, supported administrative tasks, and maintained CRM systems while coordinating board meetings and strengthening customer relationships.

Database Management Administrative Support CRM Systems Customer Service Problem Solving Time Management Organizational Skills

Customer Service Representative

AXIS Bank Ltd.

May 2012 - May 2013 (1 year)

Provided prompt responses to customer inquiries, enhanced understanding of banking products, and recommended service improvements based on customer feedback.

Customer Service Communication Problem Solving Product Knowledge Troubleshooting Relationship Building

Education

Degrees, certifications, and relevant coursework

Veer Narmad South Gujarat University

Bachelor of Accountancy, Accounting

2008 - 2012

Completed a Bachelor of Accountancy with a focus on Accounting principles, financial reporting, and auditing. Developed strong analytical skills and a comprehensive understanding of financial systems and regulations.