Meenakshi Pal

Results-driven Sales and Customer Relationship professional with 6+ years of experience in the insurance industry. Proven expertise in inside sales, service-to-sales conversion, cross-selling, client retention, and end-to-end new business processing. Strong ability to understand customer needs, resolve objections, and contribute to revenue growth through relationship-based selling and consistent customer servicing.

Sales and Customer Relationship Professional - Bajaj Life Insurance Ltd

(2026-04)

• Generate leads through referrals, existing customer network, and field activities.
• Explain life insurance products, features, and benefits to prospective customers based on their financial requirements.
• Assist customers with documentation, proposal form completion, and policy issuance.
• Maintain regular follow-up for renewals, servicing requests, and relationship management.
• Work consistently toward monthly sales targets, conversion goals, and business growth.

Sales and Customer Relationship Professional - Future Generali India Insurance Company Ltd

(2017-10 - 2021-09)

• Managed end-to-end new business processing from quotation to policy issuance.
• Handled renewals and identified cross-selling opportunities to support revenue growth.
• Coordinated claim registration and payment processing.
• Reconciled funds related to claims and policy issuance.

Sales and Customer Relationship Professional - HDFC Life Insurance Company Ltd

(2016-02 - 2017-08)

• Achieved new business targets through Service-to-Sales conversions.
• Managed policy servicing, customer retention, and complaint resolution.
• Recruited and onboarded new agents (S2R).

Customer Service and Operations Professional - Kotak Life Insurance Company Ltd

(2014-02 - 2016-01)

• Managed front desk operations and policy servicing queries.
• Processed new business cases in accordance with underwriting guidelines.
• Coordinated medical tests, documentation, and follow-up activities.

MBA - International Business – Marketing - Amity International Business School, Noida (2011 - 2013)

B.A. - Program - Kalindi College, Delhi University (2008 - 2011)