---
title: "KAWAL PREET KAUR - Insurance Executive in Delhi | Tal"
description: "Meet KAWAL PREET KAUR, Finance & Insurance Executive | 5+ Years Experience | Expert in Accounts, Financial Reporting, Client Advisory | MBA (Finance) Pursuing based in Delhi."
image: "https://tal.club/meet/kawal-preet-kaur/share-image"
---

# KAWAL PREET KAUR on Tal

## Headline

Finance & Insurance Executive \| 5\+ Years Experience \| Expert in Accounts, Financial Reporting, Client Advisory \| MBA \(Finance\) Pursuing

## About

I’m a detail\-oriented finance & accounts and insurance professional with over 5 years of experience in accounting operations, financial reporting, and insurance advisory\. I’ve successfully handled over 60 client portfolios, improved retention by 15%, and streamlined operations using tools like Tally ERP, MS Excel, and CRM platforms\. I’m passionate about improving financial accuracy, compliance, and client satisfaction\. Currently pursuing an MBA in Finance, I am seeking growth opportunities in dynamic organizations that value precision, compliance, and efficiency\.

## Location

Delhi

## Work experience

Insurance Executive at Autobest Automotive India Pvt\. Ltd\., Aug 2024 \- May 2025 · 10 mos, Managed insurance portfolios for 60\+ clients, increasing retention by 15%\. Conducted comprehensive risk assessments and aligned policies with regulatory standards\. Performed risk assessments and matched clients with suitable plans, achieving 90% satisfaction\. Streamlined renewals via CRM tools, cutting processing time by 20%\. Educated clients on policy terms, enhancing trust and transparency\.

Accounts and Finance Executive at Autobest Automotive India Pvt\. Ltd\., Aug 2020 \- Jul 2024 · 4 yrs, Prepared monthly financial statements with 100% accuracy\. Reconciled \+ client accounts, reducing errors by 25%\. Implemented automated reporting in Tally, increasing efficiency by 30%\. Monitored cash flow, managed CC limits, and handled statutory payments\. Supported audit processes and ensured compliance with GST, TDS, and payroll standards\.

## Education

Master of Business Administration \- MBA, Accounting and Finance, Amity University Online

Bachelor of Arts, Delhi University

[View the original profile](https://tal.club/meet/kawal-preet-kaur)

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