Bhagyashree Shashikant Mahadik

• Streamlined sales processes by identifying inefficiencies and implementing improvements.
• Enhancing channel satisfaction with personalized service and prompt resolution of issues.
• Involved in promoting I-partner pro ( App ) based policy issuance, driving the uptake of the same.
• Handling Policy servicing for Key producers, corporate in Mumbai and National Tie-ups.(18 agents 4 National tie ups ,18 corporate clients)
• Co-ordination with all key stake holders , Ops, claims, IT , process teams for processing cases and timely feedback on process improvements
• Handling large recons for major accounts ensuring efficiency in premium accounting.
• Ensuring the attainment of respective targets from assigned agents on monthly basis.
• Efficiently handling corporate clients, Retail agents, training them on product.
• Assist in selling Travel Insurance to corporate on time.
• Sourcing per month travel insurance business of 15 lakhs pm from retail and Corporate channel partners.
• Activation of new agents and planning their incentives to source travel insurance business with Lombard.
• Conducted and delivered Travel process Training for Clients as well as employees within the team.
• Designing Travel Brochures as per the client requirements.

Achievements

• Ranked no 2 Performer Pan India throughout the year 2020-2021.
• Ranked no 3 Performer Pan India throughout the year 2021-2022.
• Ranked no 2 Performer Pan India throughout the year 2022-2023.
• Ranked no 3 Performer Pan India throughout the year 2023-2024.
• Promoted from Band VA to VB June 2021 and Nominated frontier in the month of Aug 22.

• Maintaining sale voucher, purchase vouchers, commission vouchers.
• Trial balance & Balance sheet entries in Tally.
• Payment Reconciliation.
• Handling Admin software of investment.
• Publishing of commission vouchers and ORC vouchers.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Paid attention to detail while completing assignments.

• Assisting customer for housing loan.
• Cross sell Insurance products.
• Coordinating with bank and generating PDC.
• Prepared annual data to determine metrics for operational performance.