Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

ANKITA KUMARI

NEW DELHI

Summary

I work as a Life Insurance and Annuities Claim Intake Executive, responsible for receiving and reviewing life insurance claims. I verify claim forms and required documents, ensure all information is accurate and complete, and contact families if anything is missing. I provide claim status updates, answer questions with care, and accurately enter data into the system. I follow company policies and U.S. laws while supporting families with a polite and compassionate approach during difficult times.

Overview

6
6
years of professional experience

Work History

Executive

EXL Service.com (India) Pvt. Ltd
Noida
11.2024 - Current

Identify potential risks such as theft, accidents, and natural disasters that could affect the insured asset.

Analyze how frequently these risks may occur and evaluate their potential severity (risk assessment).

Provide detailed risk analysis to underwriters to support decisions on coverage inclusions and exclusions (policy terms).

Assist in determining appropriate insurance pricing based on assessed risk levels (premium calculation).

Sales Executive

hdb financial services limited
DELHI
05.2023 - 10.2023
  • Collaborated with team members to enhance sales strategies and customer engagement.
  • Provided exceptional customer service by addressing inquiries and resolving issues promptly.

HDFC BANK

Sales Executive
DELHI
09.2022 - 02.2023


• Identified potential customers and developed strong relationships.
• Successfully closed sales deals and achieved targets.
• Prepared weekly sales performance reports for senior management.

Sales Executive

IDFC FIRST BANK
DELHI
12.2019 - 09.2022

• Developed sales strategies to increase market share.
• Identified customer needs and offered customized financial solutions.
• Used cold calling and networking to generate new business.
• Negotiated contracts and closed deals to maximize profits.

Education

Bachelor of Commerce -

University of Delhi
NEW DELHI
10-2021

MBA - Finance & Marketing in ( Waiting For Result )

Swami Vivekananda University
Meerut

Skills

Death Certificate & Policy Verification

Attention to Detail & Accuracy

Beneficiary & Policyholder Verification

Problem Identification & Resolution

Time Management & Multitasking

Team Coordination with Claims Adjusters

Professional & Polite Communication

Languages

English
Upper Intermediate (B2)
B2
Hindi
Advanced (C1)
C1

Timeline

Executive

EXL Service.com (India) Pvt. Ltd
11.2024 - Current

Sales Executive

hdb financial services limited
05.2023 - 10.2023

HDFC BANK

Sales Executive
09.2022 - 02.2023

Sales Executive

IDFC FIRST BANK
12.2019 - 09.2022

Bachelor of Commerce -

University of Delhi

MBA - Finance & Marketing in ( Waiting For Result )

Swami Vivekananda University
ANKITA KUMARI