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Shreeda Patel

Shreeda Patel

Client Relationship Specialist, Individual Insurance

Shreeda joined The Bensman Group in June 2016 as Client Service Representative. In 2018, Shreeda was promoted to Client Relationship Specialist. This position allows Shreeda to use her service skills and positive personality to help clients in our Individual Insurance Department. Shreeda makes it a priority to learn and understand each client’s request so as to fully meet their expectations.

“My job is to assist clients with policy services, such as premium reminders, and cancellation notices, to process any policy changes and keep our clients’ information updated accordingly, as well as to provide our advisors with policy summaries to ensure clients’ needs are met.”

Education, Designations, Licenses, and Organizations
Shreeda graduated from North Park University in 2013, earning a B.A. in Business Administration. Currently, she is pursuing her M.B.A. at North Park University.

Shreeda holds the Illinois Life Producer License.

Personal
Shreeda lives in Buffalo Grove, IL. Her interests include spending time with family and friends, watching Netflix and Hulu, traveling, cooking new recipes, and most importantly, always smiling.