Ankit Sharma

Deputy Manager-client Retention & underwriting - Emedlife Insurance Broking Services Limited

(2023-10)

Ensuring to Drive the National sales support to assist Team managers for their business conversions of Motor Insurance, Travel, Health, Home and Life insurance.
Identify and pursue new business opportunities in the motor insurance/Retail vertical, including developing new relationships with prospective clients and maintaining existing relationships with current clients.
Generating revenue through Fleet Business by servicing corporate clients such as JBM for Public Buses and Private vehicle fleets of Neel Metal Products Limited, Jay Bharat Maruti Ltd and many more
Review of the coverages under existing policies for hassle free Claim settlements and review other areas of risk coverage
To submit periodic MIS to the Management on the risks covered, adequacy of coverage, pending claims, etc.
Accompanying the business development team as and when required to provide technical support for new business acquisition
Assistance in brokerage recovery in case finance department needs assistance
Close new business and renew policies of existing clients as per the structured process laid down by the company before expiry by ensuring the following activity
Prepare quote slip as well as premium schedule and technical schedule and float the same to insurance companies to obtain quotations and offerings

Assistant Manager – Underwriting & Client Retention - Salasar Services (Insurance Brokers) Pvt. Ltd.

(2023-01 - 2023-09)

Ensuring to Drive the North sales support to assist on ground Relationship managers for their business conversions of Motor Insurance, Travel, Health, Home and Life insurance.
Ensure renewal portfolio expansion wrt. General insurance through relationship building
Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned.
Review of the coverages under existing policies and other areas of risk coverage
Ensuring retention of existing clients through relationship building and appropriate servicing.
Accompanying the business development team as and when required to provide technical support for new business acquisition
Close new business and renew policies of existing clients as per the structured process laid down by the company before expiry by ensuring the following activity
Fix risk inspection date and coordinate with clients to conduct the inspection
Prepare quote slip as well as premium schedule and technical schedule and float the same to insurance companies to obtain quotations and offerings

Team Leader-PosP Operations - SMCInsurance Brokers Pvt. Ltd: -Sales Support & Operations as a Service (SMC Global Securities Group)

(2017-09 - 2022-12)

Support issuance of policy documents for the insured through offline quotation assistance and end-to-end assistance till policy issuance to all Verticals of Motor insurance, Travel, Health, Home and Life Insurance.
Comparison Analysis of quotes on web Integration Portal with competitors using excel & preparing charts for uprising existing portal.
Analyzing the gaps if any and getting it updated through Tech team found on API's based portal
Issue endorsements in case of any mid-term changes during the policy period for General insurance Policies.
Handling of Policy cancellation and refund cases and updating with Account's team for the system entries.
Act as a SPOC for department for Insurer related coordination.
Taking care of end-to end operational activities of POS Support team.
Handling day to day queries received from internal members/ POS & RMs.
To stay updated with the upbringings/regulations/guidelines shared by the insurance regulators.
POSP induction training to newly enrolled POS.
Policy punching cases received from respective agent, Rm's or teams.
Providing the portal training over the call to interested parties.
Proving Technical support on real time to queries received on calls.

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