Pooja Kuhn Agency owner /Principal @ Assureon Risk Insurance | Client-Centric

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Agency owner /Principal

Assureon Risk Insurance agency

Sep 2022 - Current (4 years 2 months)

Currently serving as Agency Owner at Assureon Risk, bringing over a decade of years of experience in providing tailored financial solutions. Specializing in property and casualty, the agency collaborates with over 40 A-rated carriers to deliver customized plans that address diverse client needs for small business owners. Dedicated to creating a choice-based model, focusing on offering comprehensive and personalized insurance services. Committed to empowering clients in finding optimal coverage to safeguard their assets and financial well-being.

Agency Owner

Goosehead Insurance Agency

Jan 2021 - Sep 2022 (1 year 9 months)

From Captive Agency to A Choice Model for clients. Being a one stop for clients find solutions to best suit their needs. We work with over 40 + A rated insurance carriers.

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Owner -State Farm Agent

State Farm Insurance & Financial Services

Oct 2018 - Nov 2020 (2 years 2 months)

Agent Intern

State Farm

May 2018 - Sep 2018 (5 months)

Financial Professional

Self Employed

Nov 2016 - Apr 2018 (1 year 6 months)

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Senior Advisor

BrahmaX

Mar 2015 - Jun 2016 (1 year 4 months)

Brahma. Is, a start-up, bi-continental company focusing on building businesses and acquiring angel/venture capital funding. My responsibility included business development and working with the team in building the business and identifying marketing opportunities and developing client strategy to raise money .

AVP-Wealth advisory

Standard Chartered Bank

Jun 2013 - Jan 2015 (1 year 8 months)

The Bank's clients were given investment advice based on the research provided by the investment advisor.

Associate Vice President-HSBC Premier

HSBC

Jun 2006 - Jan 2009 (2 years 8 months)

Financial planning was done for the clients and products were advised accordingly. HSBC Bank did a life cycle analyses for the client with existing assets and identified gaps if any. Insurance products were recommended based on Human Life Value. Other products like private equity, REIT funds were also added to the clients portfolio if required. Winner of Early Star Award for Performance as the fastest to generate revenue to the bank within the first month.

Investment Advisor -Equities and Private Banking

HDFC Bank

Jun 2004 - Mar 2006 (1 year 10 months)

The Bank had tie ups with Branches and as an Investment Advisor, advice regarding their portfolio was given and appropriate products were given suiting the client's requirements which were audited periodically.Awarded one of the Top 3 in the Country for the Quarter Ending March 06. for sales revenue

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Investment Advisor

EFG Wealth Management India Pvt. Ltd. (Earlier Stratcap Securities India Pvt. Ltd.)

Jun 2003 - May 2004 (1 year)

The Profile at Strategic Included sourcing new clients for the Company and introducing them to Mutual Funds. Training was given in the Debt Markets, Equities and Corporate Finance and exposure to different departments of the Company which helped to grow on the learning curve

Pooja Kuhn

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Pooja Kuhn

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