MS Excel
Akash Gor
Assistant Manager
Dombivli
Summary
Accomplished life insurance professional with a proven track record of success across various roles. With a decade of experience, I have excelled in persistency management, Banca partner channel management, and gained exposure to underwriting and FTR scrutiny. My expertise lies in optimizing processes, enhancing customer satisfaction (internal & external), and driving revenue growth. Adept at building strong relationships with clients and leveraging data-driven insights to make informed decisions. Seeking a challenging role where I can continue to contribute to the industry’s success.
Overview
11
11
years of professional experience
Work History
Assistant Manager - Partner Support
Tata AIA Life Insurance
03.2019 - Current
- Spearheaded issuance and business quality management of IDFC First Bank's Banca channel, overseeing an annual portfolio of 150 crores.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects tasks.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Coordinated efforts between chronic departments to deliver optimal service to internal customers.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Sr.Executive –Persistency
Future Generali India Life Ins
01.2016 - 03.2019
- Client Relationship Management
- Performance Monitoring and Target Achievement
- Effective Communication and Strategy
- Stakeholder Engagement and Contest Participations
- Strengthened stakeholder relationships with regular communication, resulting in improved alignment on strategic initiatives.
Executive – Customer Retention
Aviva Life Insurance
10.2015 - 01.2016
- Customer Service & Walk-Ins, Post Issuance Services, Performance Monitoring & Target Achievement, Client Relationship Management, Persistency Management
- Leveraged strong interpersonal skills when dealing with escalated issues or complaints, diffusing tense situations while providing satisfactory resolutions.
- Boosted customer retention rates by implementing personalized follow-up strategies.
- Implemented cross-functional collaboration between departments, ensuring seamless service delivery for customers.
Relationship Officer – Business Conversation Grp
Star Union Dai-Ichi Life Ins
08.2013 - 08.2015
- Daily Reconciliation of Renewal Receipts & data allocation
- Policy Revival, Data Management & MIS Reporting
- Follow-Up and Coordination with Sales & Channel Partners
- Collaboration and Error Resolution
- Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting client expectations.
- Maintained and built close relationships with customers through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
Education
Masters in Banking & Finance - Banking & Finance
Aurobindo (S K Somaiya)
Mumbai, India 04.2001 -
Skills
Procedure Implementation
Growth planning
Operations Management
Strategic Planning
Problem-solving abilities
Adaptability and Flexibility
Work Planning and Prioritization
Decision-Making
Accomplishments
- Recognized by the CEO with the prestigious Hercules Award for the fiscal year 2022-2023 as part of the Excellence Awards (TATA AIA Life Ins)
- OSCAR Award for Best Performance for DJFM'21 & JAS'22 (TATA AIA Life Ins)
- OSCAR Award for Best Performer in Feb'18 (Future Generali India Life Ins)
- Certificate of Appreciation from Agency Head for Outstanding Contribution towards Persistency (Future Generali India Life Ins)
- Happy New Year Contest Top Performer at Star Union Dai Ichi Life
Software
MS Powerpoint Presentation
CRM
Life Asia
Timeline
Assistant Manager - Partner Support
Tata AIA Life Insurance
03.2019 - Current
Sr.Executive –Persistency
Future Generali India Life Ins
01.2016 - 03.2019
Executive – Customer Retention
Aviva Life Insurance
10.2015 - 01.2016
Relationship Officer – Business Conversation Grp
Star Union Dai-Ichi Life Ins
08.2013 - 08.2015
Masters in Banking & Finance - Banking & Finance
Aurobindo (S K Somaiya)
04.2001 -