ADITI THAKUR
Customer Solutions Advisor (General Insurance)
Raipur
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Focused Insurance professional skilled in providing excellent customer satisfaction and solutions based on their needs. Expertise in Customer relationship management and retention, Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations.
Overview
10
10
years of professional experience
Work History
Customer Solutions Advisor & Retention Specialist
Suncorp New Zealand
Auckland
01.2019 - 12.2021
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
- Maintained up-to-date knowledge of product and service changes.
- Recommended products to customers, thoroughly explaining details.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
- Provided onboarding, guidance & training to other advisors/ representatives to meet retention targets while growing opportunities
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responsible for providing proactive solutions to vulnerable customers while supporting the team with expert product and procedural knowledge.
Business Insurance Consultant
IAG NZ
Auckland
03.2017 - 12.2018
- Responsible to provide Commercial Insurance Solutions to small & medium scale businesses within New Zealand, promoting both direct Insurance (AMI & State) and partner banking brands like ASB, Westpac, BNZ's Insurance to achieve sales targets & customer satisfaction.
- Role included Business Insurance Consulting, providing insurance solutions as per customer needs, upselling and educating customer on existing coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Acted as a 2IC/Senior, provided training, support and guidance to new hires.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
- Collected premiums on or before effective date of coverage.
- Carried out day-to-day duties accurately and efficiently.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
Sales & Service Consultant
SITEL
Auckland
04.2016 - 11.2016
- Responsibilities: Catering to customer's personal insurance needs and providing solutions effectively,Consultative sales, building rapport, providing solutions based on customer's needs.
- Role involved bringing new business to our company, consulting and retaining existing customers by providing rapid response to their Insurance related queries and acknowledging them professionally.
- Engaged with customers to effectively build rapport and lasting relationships.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
Sales/Marketing Supervisor
Accord Events
Raipur
06.2014 - 11.2015
- Researching markets to identify opportunities for events; Liaising with clients to ascertain their precise event requirements; Producing detailed proposals for events (e.g
- Timelines, venues, suppliers, legal obligations, staffing and budgets); Securing and booking a suitable venue or location; Coordinating staffing requirements and staff briefings; Selling sponsorship/stand/exhibition space to potential exhibitors/partners; Coordinating suppliers, handling client queries and troubleshooting on the day of the event to ensure that all runs smoothly.
Deputy Manager- Marketing & Counselling
Kalinga University
Raipur
06.2013 - 05.2014
- Marketing & Communications/ Counseling & Career Planning
- Roles & Responsibilities: Brand promotion, Sales/Marketing Strategies, Organizing Marketing Campaigns, Presentation on University’s Courses and Conduct; Handling queries (Inbound), Counseling over calls/ in person; Behavioral, Telephone Etiquette's and Accent Training for Tele-callers and Counselors.
- Worked as founding member of Kalinga University in raipur, was praised and rewarded by the Director for my contribution towards building the foundation of the university and getting first few admissions.
Tax Consultant
Deloitte Tax Services India Private Limited
Hyderabad
03.2012 - 04.2013
- Preparation and review for US Corporate Tax Returns under US Business Tax Services , Organizing/Importing financial data from clients using tax software like OneSource, Go System, CorpTax; Also preparing International State forms for corporate tax filings; Managing Internal interactions within the US office and Indian project team.
Tax Analyst
Ernst &Young, Private Limited Global Shared Services
Bangalore
07.2010 - 02.2012
- US Global Compliance and Reporting)
- Roles & Responsibilities: Worked under US Global Compliance and Reporting based on EY’s global model to complete timely and accurate tax returns
- Organizing/ Importing financial data from clients using tax software like OneSource, Go System, CorpTax; Preparation of corporate tax returns under US Business Tax Compliance, Also preparing International State forms for corporate tax filings
- Significant Initiatives:
- Conducted market research and prepared/updated sales strategies for promoting products and services according to latest market status/trend and product features
- Evaluated market needs, discovered potential opportunities and identified new sales channels to meet / improve sales agenda of the firm
- Monitored customer satisfaction, addressed issues and provided solutions
- Worked with the firm management to develop sales tactics and lead programs based on customer feedback and company vision
- Conducted Personality Development training sessions for the team members
- Notable Achievements:
- Enlarged the Customer Base: Maintained close working relationship with both existing and new customers regarding new and different products – Maintained customer interaction database
- Exceeding Sales Goals: Monitored sales targets and motivated sales teams to achieve the firm’s goals
- Innovations: Innovated new sales tools and marketing techniques to increase sales objectives of products
- Awarded Extra Milers and spot cash for meeting the project deadline and delivering quality work at Ernst & Young and Deloitte Tax India Pvt
- Ltd.
Education
PG Diploma - Yoga & Applied Philosophy
MBA - Finance
Bachelors - Commerce
Senior School Certificate - undefined
12th - undefined
CBSE
10th - undefined
CBSE
Skills
Innovative, persuasive, energetic, confident and outgoingEffective networking expertise and excellent communication skillsThorough knowledge of consultative sales & Service and value-based sellingPossess excellent Analytical skills and computer efficacyTechnical SkillsSoftware & Finance ToolsMs Office 2010 (Specialization in Excel, Word, project)Work Experience: Handling inbound calls, Cross selling & up selling, Brand promotion, Behavioral & Communication trainings, Team Management; Preparation and review of US Corporate Federals, State & Unitary Tax returns, Consolidated Tax returns, International forms, Internal & External Client & Customers InteractionsSoft SkillsInterpersonal SkillsAmicable person with good socializing skillsOptimist: Have always tried to look on the brighter side of things and have been a team motivatorTeam worker: Worked in Many Projects under a team and got good feedbacks for the sameTeam Management: Successfully Managed marketing/Sales team; Tele callers & Counselors teamEducational Qualifications
Travelling, Music, Watching food vlogs
Love Exploring new places, Love Music and like singing, Love watching food vlogs
Timeline
Customer Solutions Advisor & Retention Specialist
Suncorp New Zealand
01.2019 - 12.2021
Business Insurance Consultant
IAG NZ
03.2017 - 12.2018
Sales & Service Consultant
SITEL
04.2016 - 11.2016
Sales/Marketing Supervisor
Accord Events
06.2014 - 11.2015
Deputy Manager- Marketing & Counselling
Kalinga University
06.2013 - 05.2014
Tax Consultant
Deloitte Tax Services India Private Limited
03.2012 - 04.2013
Tax Analyst
Ernst &Young, Private Limited Global Shared Services
07.2010 - 02.2012
PG Diploma - Yoga & Applied Philosophy
MBA - Finance
Bachelors - Commerce
Senior School Certificate - undefined
12th - undefined
CBSE
10th - undefined
CBSE