Ankit Rathore

Dynamic Insurance Professional with 1.9+ years' experience in corporate and retail insurance broking. Skilled in client relationship management, policy servicing, claims coordination, and process optimization across Life, Health, Motor, Liability, and SME insurance. Certified (IRDA, BQP, Licentiate – Insurance Institute of India) with expertise in CRM (SAIBA), compliance, MIS reporting, and insurance accounting.

Adept at driving client satisfaction, supporting agents/POPs, and delivering data-driven insights for business growth.

Relationship Manager - Virtual Galaxy Insurance Brokers

(2024-10)

• Spearheaded recruitment and training of 25 POSPs, strengthening sales capabilities and increasing policy issuance.
• Delivered tailored insurance solutions across Life, Health, Motor, Liability, and SME segments for corporate and retail clients.
• Fostered strong client partnerships, supporting portfolio optimization and financial planning.
• Oversaw policy lifecycle, including issuance, renewals, and claims, ensuring compliance via SAIBA CRM.
• Prepared MIS reports and analytical insights to drive operational efficiency and business growth.

Sales Executive - Shubhechha Insurance Broking Private Limited

(2024-06 - 2024-08)

• Targeted and onboarded potential clients, expanding engagement and boosting sales opportunities.
• Managed policy operations, including issuance, renewals, and claims for corporate and retail portfolios.
• Developed client-centric solutions to enhance satisfaction and retention.
• Conducted market research and prepared reports to inform strategy and decision-making.

MBA+PGP - Business Analytics - Renaissance University (2022 - 2024) Indore

B.com - B.com + Computer - Renaissance College of Commerce & Management (2019 - 2022) Indore