Anita Joshi
Mumbai
Summary
With over a decade of experience in strategic planning and client relations in the insurance broking sector, this professional consistently drives brand visibility and ensures client satisfaction. Expertise in people management enables successful leadership of diverse teams and navigation of complex challenges. By leveraging strong communication and interpersonal skills, effectively collaborates with all stakeholders. Unwavering focus on delivering exceptional results sets this individual apart in the industry.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President
Marsh
10.2023 - Current
- Managed key accounts and built a strong trusted client relationship with consultative mindset
- Maintain C-suite level relationships with the client to ensure client retention and protect and grow Marsh revenue
- Manage upper corporate size portfolio with multiple industry focus
- Advanced understanding of the client environment / industry and competitive landscape
- Responsible for cost-benefit analysis report, market trends and industry benchmark
- Identify emerging trends in the insurance industry to ensure the team remains compliant and efficient
- Ensure that the client servicing strategies align with customer expectations, regulatory requirements, and industry best practices
- Work closely with business development, sales, and marketing teams for new business opportunities
- Collaborate with cross-functional team across organisation for cross sell opportunities
- Coordinate between different departments (sales, claims, underwriting, compliance) to ensure seamless operations
- Identify and recommend improvements to operations, systems, and processes to support business growth and enhance operational productivity
- Design and implementation of an effective risk management/insurance program per client
- Address and resolve escalated client concerns, ensuring timely and effective solutions
Assistant Vice President
Marsh
10.2020 - 09.2023
- Managed Multinational clients
- Create, nurture, and develop client perception of value in product and service/risk advisory role
- Effective service and renewal planning
- Day to day management of service deliverables
- Maintenance of records
- Oversight of invoicing and administration services – as they relate to clients
- Render support to our overseas offices with all insurance related assistance for the global program
Senior Executive
Paramount TPA
06.2006 - 10.2020
Principal Consultant
JLT Independent Insurance Broker
12.2018 - 09.2020
- Managed client accounts in the technology sector, focusing on media relations and strategic planning
- Responsible for client retention and relationship management
- Ensure achievement of all key performance indicators, operational level agreements and service level agreements
- Supporting sales team for new customer acquisition
Senior Manager
Howden Insurance Broker
05.2011 - 11.2018
- Client Servicing and Operations
- Oversee all day-to-day operations, including client servicing, claims management, policy placement, and underwriting processes
- Build a high-performing, customer-centric culture, promoting continuous development through training, feedback, and development programs
- Implement operational processes and policies to enhance operational efficiency, streamline workflows, and optimize performance
- Devising strategies to support organisation business goals and managing customer satisfaction through operational effectiveness
Assistant Manager
Futurisk Insurance Broker
11.2010 - 04.2011
- Client servicing
- Responsible for end to end customer servicing
- Organising orientation for client employees on employee benefit policies
- Facilitating wellness activities for clients through vendors
Education
Master Degrees - Business Administration
Narsee Monjee Institute of Management Studies
01.2020
Skills
- Interpersonal Skills
- Problem Solving
- Conflict Resolution
- Risk Management
- Analytical
- Team Leadership
- Portfolio optimization
- Strategic planning
- Negotiation Expertise
Certification
- Certified Composite Broker, National Insurance Academy, Pune, Maharashtra, India
- Certified To Manage Human Resources, University of Minnesota
- Certified to improve your business through a culture of Health, Harvard University
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Marathi
Advanced (C1)
Tamil
Intermediate (B1)
Timeline
Vice President
Marsh
10.2023 - Current
Assistant Vice President
Marsh
10.2020 - 09.2023
Principal Consultant
JLT Independent Insurance Broker
12.2018 - 09.2020
Senior Manager
Howden Insurance Broker
05.2011 - 11.2018
Assistant Manager
Futurisk Insurance Broker
11.2010 - 04.2011
Senior Executive
Paramount TPA
06.2006 - 10.2020
Master Degrees - Business Administration
Narsee Monjee Institute of Management Studies
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