Ankita Kulkarni
Baramati
Summary
Dynamic Insurance Associate with HDFC SALES PVT LTD, skilled in policy analysis and client education. Expertly assessed risk factors to optimize coverage solutions, enhancing client satisfaction. Proven ability to resolve inquiries effectively, ensuring timely claims processing and fostering strong customer relationships. Committed to delivering exceptional service and informed decision-making.
Overview
3
3
Languages
6
6
years of post-secondary education
4
4
years of professional experience
Work History
Insurance Associate
HDFC SALES PVT LTD
Baramati
06.2022 - Current
- Assisted clients in understanding policy options and coverage details.
- Coordinated with underwriters to assess risk factors and determine premiums.
- Provided guidance to customers on the best type of coverage for their individual needs.
- Educated clients on renewal processes and necessary documentation requirements.
- Provided support during claims processing to ensure timely resolution.
- Resolved client inquiries and issues through effective communication strategies.
- Maintained detailed records of client interactions and policy changes.
- Maintained accurate records of customer information, policies, and payments.
Education
Master of Business Administration - Banking and Finance
Aims College Baramati
Baramati, India 07.2015 - 07.2018
Bachelor of Commerce - Banking And Finance
Savitribai Phule Pune University
Baramati, India 06.2012 - 06.2015
Skills
- Claims management
- Policy underwriting
- Risk assessment
- Policy analysis
- Client education
- Business communication
- Decision making
- Customer service
Languages
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Personal Details
- Date of birth- 26-02-1993
- Marital status- Married
Project
- Credit Risk Management - To Study the complete Structure and history of Bank. to know the different methods available for credit Rating and understanding the credit Rating procedure used in bank.
- To know the RBI guidelines regarding credit rating and risk analysis.
- Studying the credit policy adopted comparative analysis of public sector and private sector
Declaration
I hereby Declare that the above mentioned information is correct up to my knowledge and I bear the responsibility for correctness of the above mentioned particulars.
Timeline
Insurance Associate
HDFC SALES PVT LTD
06.2022 - Current
Master of Business Administration - Banking and Finance
Aims College Baramati
07.2015 - 07.2018
Bachelor of Commerce - Banking And Finance
Savitribai Phule Pune University
06.2012 - 06.2015