Anupam Kumar
Gurgaon
Summary
An astute professional with 6+ years of experience in the Insurance Domain. To serve and contribute to an organization that provides me an opportunity to integrate my professional and interpersonal skills and gives me a platform to learn and grow with the organization. Proficient in managing operations, implementing procedures for business excellence. Resourceful in mapping client requirements & troubleshooting problems. Good communication & interpersonal skills, with proven abilities in leading motivated teams towards achievement of organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Service Consultant - Commercial Underwriter
Policybazaar Insurance Brokers
08.2021 - Current
- Evaluated and analyzed new applications, identified their potential, and maintained records of all commercial documentation, such as certificates, endorsements, invoices, policy copy, active members data, claim dump.
- Evaluated business accounts with a total yearly premium of up to 1 Crore, majorly SME enterprises.
- Organized a collection of more than 300 accounts to ensure assessments via conditions or claim history.
- Boosted fresh & Rollover business writings for the 2024 project year with a visible 30% convergence rate.
- Worked with colleagues to create and execute latest criteria or techniques that expedited the entire application process reducing the applicants waiting periods, competitive pricing.
- Follow-up of action items, Work as bridge between the client, sales team and insurer & internal departments.
- Generate ICR, QCR, correspondence, reports, and presentations.
- Received a few awards of excellence for surpassing team service requirements.
- Provided expert guidance on insurance products and services to clients.
- Assisted clients in understanding policy details and coverage options.
- Handled client inquiries and resolved issues efficiently and effectively.
- Collaborated with underwriters to assess client needs and tailor solutions.
- Conducted follow-ups to ensure client satisfaction with services received.
- Participated in team meetings to discuss potential solutions for improving customer experience.
- Utilized problem solving skills while dealing with difficult situations involving dissatisfied customers.
- Produced repair and installation orders and updated master schedule with assignments.
- Educated clients on claims processes and documentation requirements.
- Handled incoming calls from customers regarding product or service orders.
- Processed payments for services rendered in a timely manner.
- Created promotional materials for new products or services as needed.
- Prepared detailed reports on customer interactions for management review.
- Created detailed documentation regarding customer interactions for future reference.
- Assisted customers in selecting appropriate services based on individual needs and preferences.
- Mentored junior staff members on best practices when interacting with customers via telephone or email.
- Kept up-to-date on current technological advancements in order to improve efficiency in providing quality service.
- Updated databases with new and modified customer data.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Promoted available products and services to customers during service, account management and order calls.
- Exceeded established service goals while leveraging customer service, sales, and employee management best practices.
- Strengthened customer retention by offering discount options.
- Provided top quality control and eliminated downtime to maximize revenue.
- Surpassed sales goals through implementation of successful marketing strategies.
- Excelled in exceeding daily credit card application goals.
- Led on- and off-site customer support teams across multiple time zones.
- Analyzed underwriting guidelines to determine policy eligibility and terms.
- Maintained accurate records of underwriting decisions and rationales.
- Reviewed claims history to assess potential liability and exposure.
Executive - Commercial Underwriter, Polic
Policybazaar Insurance Brokers Pvt Ltd
09.2018 - 01.2020
- Renewal data arrangement with Active lives, claim dump and summary.
- QCR sharing and ICR generation for the best premium knowledge.
- Immediate action on Rollover proposal for the competitive pricing.
- Connect with customer for the solution of their query.
- Helps sales team members to achieve their targets.
- Hear the client requirements and suggest them for the best option.
- Works as bridge between the client and Insurer for policy issuance.
- Coordination between Sales team members & Insurers.
- Managing Business Intelligence resource.
- Coordination with other departments and Insurers.
- Follow-up of actions items.
- Organizing and maintaining files and records.
- Preparing and editing correspondence, reports, and presentations.
- Many other realated activity management within Corporate Insurance department.
MIS Executive
Aramex India Pvt Ltd
12.2014 - 08.2016
- Working on ERP- SAP Package
- All Warehouse activities like Cycle Count, Bin card update, Scanning, Timely GRN (as per SOP)
- Preparation of reports and other related data in Excel Sheets compared by SAP entry
- Communicate with Warehouse, vendors, transporter & courier Companies for confirmation of deliveries and other queries
- Monthly Audit - Physically vs. Systems vs. MIS.
- Control Inventory Physical to Stock Register & MIS from System.
- Material Management by FIFO, FMFO.
Warehouse MIS Supervisor
Mahindra Logistics Limited
08.2012 - 12.2014
- Working on ERP- SAP Package
- All Warehouse activities like Cycle Count, Bin card update, Scanning, Timely GRN (as per SOP)
- Preparation of reports and other related data in Excel Sheets compared by SAP entry
- Communicate with Warehouse, vendors, transporter & courier Companies for confirmation of deliveries and other queries
- Monthly Audit - Physically vs. Systems vs. MIS.
- Control Inventory Physical to Stock Register & MIS from System.
- Material Management by FIFO, FMFO. for ITC project
Education
Bachelor of Commerce - Business Accountancy
Shridev Suman University
Haridwar, UK11-2015
Senior Secondary classes -
National Institute of Open Schooling
Haridwar, UK11-2009
High School Examination -
Board of School Education Uttarakhand
Haridwar, UK06-2007
Skills
- MS Office
- ABACUS
- HEALTH BUZZ
- I-Partner
- Care
- TATA
- DIGIT
- BAGIC portals
Certification
Insurance Institute of India’ BQP Examination, Cleared
Timeline
Service Consultant - Commercial Underwriter
Policybazaar Insurance Brokers
08.2021 - Current
Executive - Commercial Underwriter, Polic
Policybazaar Insurance Brokers Pvt Ltd
09.2018 - 01.2020
MIS Executive
Aramex India Pvt Ltd
12.2014 - 08.2016
Warehouse MIS Supervisor
Mahindra Logistics Limited
08.2012 - 12.2014
Bachelor of Commerce - Business Accountancy
Shridev Suman University
Senior Secondary classes -
National Institute of Open Schooling
High School Examination -
Board of School Education Uttarakhand