Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Provided coverage option information to assist clients in protecting assets.
Calculated quotes and educated potential clients on insurance options.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Tracked progress of all outstanding insurance claims.
Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Insurance Manager
Procover Solutions LLP
09.2021 - 05.2023
Maintained strong relationships with key industry partners, leading to valuable networking opportunities and advantageous collaborations.
Monitored industry trends, adjusting pricing models accordingly to maintain competitiveness within the market landscape.
Implemented marketing campaigns targeting prospective clients, resulting in increased brand awareness and lead generation efforts.
Managed a diverse portfolio of client accounts, ensuring timely renewals and providing expert advice on coverage options.
Prepared various quotes for group health insurance, group personal accident, fire, workmen compensation and industrial all risk policies, policy placement and taken care for each claim.
Reviewed, classified, coded and rated applications & taking care of policy booking code.
Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Calculated group and individual renewal rates based on customers background, industry and demographic information.
Closer for customer complaints and prompt resolution.
Followed up with customers on unresolved issues.
Reported policy changes and company conditions affecting customer satisfaction as their demand.
Calculate revenue for company, by each and every policy payout.
Prepared daily report for corporate and retail motor, health portfolio.
maintained petty cash for company and providing cashback offers to customers. Also maintain office expenses with prior process.
Weekly meetings with corporate clients for their corporate policy concern and escalations.
Insurance Executive
Zee Paramarsh
11.2020 - 09.2021
Cultivated mutually beneficial client relationships through telephone calls and meetings.
Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Responsible for retention portfolio.
New corporate sales and taken care for each client.
Generating new calls for business.
Health and property claims, resolved rejected claims.
Quotes preparation and policy submission to the client.
Customer Relationship Manager
RCA Music Academy
Vadodara, Gujarat
2020.03 - 2020.08
Skilled at working independently and collaboratively in a team environment.
Worked well in a team setting, providing support and guidance.
Passionate about learning and committed to continual improvement.
Managed time efficiently in order to complete all tasks within deadlines.
Arrange parents meeting with class teacher for their learning.
Maintained attendant sheet for teachers and report to direct company CFO.
Academy visit for students and meet them personal for their queries.
Prepared invoices for collected fees and submit to accounts department.
Monthly MIS preparing and meetings with teachers.
To understand student's area of interest in music and explain about package details to the parents.
Administrator
Frosca Retail Services Pvt Ltd
05.2019 - 12.2019
Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Computerized office activities, maintained customer communications, and tracked records through delivery.
Collected, validated, and distributed information to employees.
Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
Maintained personnel records and updated internal databases to support document management.
Managed sales team.
Coordinated company events and meetings to foster teamwork and boost employee morale.
Coordinator in Health Check up Department
Sterling Hospital
04.2017 - 08.2018
Entered data, generated reports, and produced tracking documents.
Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Monthly MIS preparation and report to the medical admin.
Registration and verification of pre employment health check ups.
Ensuring proper coordination between doctors, patients, departments.
Ensuring fees collection for tests.
Confirming next day appointments for corporate patients for their health check up packages.
Weekly bill preparations and submits to the corporate clients and reports to the medical admin.
Brouchures are to be explained as and when require.
Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
Attended walk in inquiries and handled international patients.
Arranged patients check ups and tests, coordinate with doctors.
Receptionist
Baroda Heart Institute & Research Center
04.2016 - 04.2017
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Responded to inquiries from callers seeking information.
Resolved customer problems and complaints.
Confirmed appointments, communicated with clients, and updated client records.
Arranged ambulance escorts and emergency patient admission.
Indoor and outdoor patient inquiries, arranged doctors procedure with OT staff.
Answered central telephone system and directed calls accordingly.
Managed multiple tasks and met time-sensitive deadlines.
Handled cash transactions and maintained payments records accurately.
Front Desk Executive
Solace Healthcare Pvt Ltd
08.2015 - 03.2016
Handled confidential information securely by adhering to data privacy regulations and company protocols.
Supported the training of new front desk staff members, sharing best practices for excellent service delivery.
Contributed to a positive work environment by effectively communicating with team members across departments.
Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.
Collaborated with housekeeping staff to ensure timely room turnarounds for incoming patients.
Conducted regular inventory audits of office supplies, maintaining stock levels as needed.
Handled tasks and responsibilities for front office employees during periods of understaffing.
Guide health check up patients for their test and collecting reports from different centers.
Arranged patients appointments and scheduled for their check ups and taking care for doctors timely visits.
Indoor patient admission and cash collections, submit timely to the accounts department.
Education
Post Graduate Diploma Business Administration - Human Resources Management
Maharaja Sayajirao University
Vadodara, India
05.2001 -
Bachelor of Commerce -
Maharaja Sayajirao University
Vadodara, India
05.2001 -
Dancing, Painting
Pencil shading and listening music, travelling
Timeline
Licensed Insurance Agent
HDFC ERGO General Insurance Company
03.2024 - Current
Insurance Manager
Procover Solutions LLP
09.2021 - 05.2023
Insurance Executive
Zee Paramarsh
11.2020 - 09.2021
Customer Relationship Manager
RCA Music Academy
2020.03 - 2020.08
Administrator
Frosca Retail Services Pvt Ltd
05.2019 - 12.2019
Coordinator in Health Check up Department
Sterling Hospital
04.2017 - 08.2018
Receptionist
Baroda Heart Institute & Research Center
04.2016 - 04.2017
Front Desk Executive
Solace Healthcare Pvt Ltd
08.2015 - 03.2016
Post Graduate Diploma Business Administration - Human Resources Management
Assistant Vice President - Accident & Health Claims at HDFC ERGO General Insurance Company LimitedAssistant Vice President - Accident & Health Claims at HDFC ERGO General Insurance Company Limited
Customer Experience Management at HDFC ERGO General Insurance Company LimitedCustomer Experience Management at HDFC ERGO General Insurance Company Limited