Operation Executive at Reliance General Insurance Co. Ltd (2021-09 – Present)
- Processed insurance proposals and policy documentation.
- Verified customer documents and ensured compliance with company guidelines.
- Coordinated with sales teams and insurance companies for policy issuance and renewals.
- Maintained accurate records of customer data and policy details.
- Handled policy endorsements, cancellations, and updates as per standard procedures.
- Assisted customers with policy-related queries and provided operational support.
- Prepared daily and monthly MIS reports for management review.
- Managed data entry and updated records in internal systems and portals.
- Followed up on pending cases to ensure timely completion of processes.
- Ensured adherence to operational policies and service quality standards.
Sales Consultant at Future Generali India Life & General Insurance Co. Ltd (2021-04 – 2021-06)
- Engage with potential customers, understand their insurance needs, and recommend suitable motor and health insurance solutions.
- Generate leads through referrals, cold calling, and networking.
- Develop a deep understanding of motor and health insurance products.
- Build and maintain strong customer relationships, providing personalized assistance and resolving inquiries.
- Meet or exceed assigned sales targets and objectives.
- Ensure accurate completion of sales-related documentation and compliance with policies.
- Prepare and submit sales reports, analyzing data to identify trends and opportunities.
- Conduct market research to stay informed about customer needs and competitors' strategies.
- Continuously learn and enhance sales skills through training programs.
- Collaborate with the sales team and other departments to achieve common goals.
Insurance Executive at Soham Motors Pvt Ltd. (2018-10 – 2019-09)
- Create and process insurance policies accurately, ensuring compliance with company guidelines.
- Conduct customer visits to promote insurance products, address inquiries, and build strong relationships.
- Perform vehicle inspections to assess condition and determine insurance eligibility.
- Resolve insurance claims efficiently by investigating, documenting, and collaborating with relevant parties.
- Manage policy renewals and modifications, guiding customers through the process.
- Deliver exceptional customer service by promptly addressing inquiries and concerns.
- Maintain comprehensive documentation and records of policies, interactions, and claims.
- Ensure compliance with industry regulations and legal requirements.
- Support sales efforts by providing product knowledge and assisting with quotes.
- Stay updated on insurance industry trends and enhance knowledge of policies and regulations.
Insurance Executive at Sharayu Autolinks Pvt Ltd. (2017-09 – 2018-10)
Rejoined Oct 2019 to Apr 2021
- Create and process insurance policies accurately and efficiently.
- Build and maintain strong relationships with customers, including dealerships and individual clients.
- Handle insurance claims by investigating, documenting, and guiding customers through the process.
- Manage policy renewals and modifications, ensuring compliance with regulations.
- Support sales efforts by providing product knowledge and assisting with quotes.
- Maintain comprehensive documentation and records of policies, claims, and interactions.
- Stay updated on industry regulations and ensure compliance.
- Provide exceptional customer service, promptly addressing inquiries and concerns.
- Collaborate with internal teams to streamline processes and achieve business objectives.
- Continuously enhance insurance expertise through ongoing training and development.
Tele caller (Voice Support) at Aditya Birla Minacs.(Idea Cellular Ltd.) (2013-01 – 2013-07)
- Handle inbound and outbound calls, addressing customer inquiries and resolving issues.
- Provide exceptional customer service by actively listening and offering appropriate solutions.
- Maintain accurate records of customer interactions and call outcomes.
- Collaborate with team members to address complex customer issues.
- Meet or exceed targets for call volume, customer satisfaction, and quality assurance.
- Update product knowledge and stay informed about company policies and promotions.
- Handle customer complaints and escalate issues when necessary.
- Handle difficult customers with patience, empathy, and problem-solving skills.
- Participate in training programs to enhance skills and knowledge.
- Maintain a positive and professional work environment.
