Neha Negi

Results-driven insurance professional with 10+ years of expertise in Employee Benefits operations, policy administration, endorsements, renewals, client servicing, and regulatory compliance. Skilled in handling GMC, GPA, GTLI, and EDLI policies, with strong coordination across clients, insurers, and underwriters to ensure operational efficiency and IRDAI compliance.

CRM Manager at SPA INSURANCE BROKING SERVICES LIMITED (2025-08 – Present)

• Managing Employee Benefits and Corporate Insurance servicing operations for multiple client accounts.
• Handling endorsements including employee additions, deletions, and corrections for GMC, GPA, GTLI, and EDLI policies.
• Coordinating with insurers, underwriters, and clients to ensure timely processing and policy servicing.
• Supporting premium calculations, renewals, and policy issuance activities with high accuracy.
• Ensuring compliance with IRDAI guidelines and operational standards.
• Preparing RFQs (Request for Quotations) and QCR (Quote Comparison Report) for policy documentation and servicing accuracy.

Trainer – BFSI at TATA STRIVE (2024-08 – 2025-08)

• Delivered training sessions on BFSI products, insurance operations, and customer service.
• Conducted classroom and practical assessments to evaluate learner performance.
• Enhanced communication and operational capabilities of learners.

Branch Services Manager at ICICI LOMBARD GENERAL INSURANCE CO. LTD. (2015-07 – 2024-08)

• Managed end-to-end policy servicing operations including issuance, renewals, endorsements, and cancellations.
• Processed policy endorsements and maintained operational accuracy within TAT.
• Maintained documentation, premium records, and operational MIS reports.
• Prepared operational manuals and servicing guidelines to improve efficiency.
• Handled customer servicing and ensured prompt issue resolution.

Assistant Manager at KOTAK MAHINDRA BANK LTD. (2014-01 – 2015-07)

• Coordinated with credit operations teams for query resolution during loan processing.
• Maintained MIS reports and operational documentation.
• Generated sales and incentive reports while supporting customer servicing activities.

MBA – Greater Noida Institute of Technology (2011 – 2013)

B.Com – Delhi University