Darshana Bijwe
Team Leader in Insurance
Pune
Summary
Customer oriented and analytical insurance agent, recognized for skills in sourcing and singing up new clients for policies. Leveraging previous sales and customer service expertise to evaluate each prospective clients’ need and recommend policies suited to them whilst providing them with ample information on insurance premiums, coverages, and claims information.
Overview
6
6
years of professional experience
6036
6036
years of post-secondary education
Work History
Team Leader Manager
Excel Auto Vista Pvt Ltd (NEXA)
01.2022 - 08.2023
- Responsible for developing new business opportunities for the Company.
- Identify and make contact with potential clients, recognize and identify their requirements and accordingly pitch products to them
- Maintaining all customer interactions & Follow-up through the CRM System
- Handling more than 20 executive and achieving the monthly target.
- Maintaining relationship with customer and generate more client via reference.
- Conduct fact finding to generate and follow up on insurance quotations and endorsements.
- Deliver excellent service to all customers with handle customers queries and feedback.
- Process insurance applications, renewal, cancellation and payment.
- Provide various premium collection reports for commission payout purpose..
Sr. Insurance Executive
Maruti Insurance Pvt Ltd
08.2017 - 11.2019
- Processing insurance claims and providing customer support for policyholders
- Assisting in the development of insurance products and policies
- Handling policy renewals and cancellations
- Coordinating with insurance agents and brokers to ensure that policyholders receive the necessary support
- Preparing reports and analyzing data related to insurance policies, claims, and customer satisfaction
- Ensuring compliance with insurance regulations and company policies
- Excellent communication, interpersonal, and organizational skills
Education
Master of Commerce -
Kesharbai Lahoti Commerce Collage
Amravati, India03-2014
Bachelor of Commerce -
Kesharbai Lahoti Commerce Collage
Amravati03-2012
HSC -
Matoshri Vimlabai Deshmukh Jr Collage
Amravati, India03-2009
Skills
- Workload management
- Team development
- Motivational skills
- Industry expertise
- Customer focus
- Employee scheduling
- Workforce planning
- Staff development
- Operational excellence
- Motivational
Keyresponsibilityarea
- Generating Appointments with Customers
- Responsible for developing new business opportunities for the Company
- Identify and make contact with potential clients, recognize and identify their requirements and accordingly pitch products to them
- Maintaining all customer interactions & Follow-up through the CRM System
Disclaimer
I hereby declare that all the information furnished above is true to the best of my knowledge and belief.
Areas Of Interest
- Promotional Activities
- Customer Relationship Management
- Team Handling
- Customer service
Timeline
Team Leader Manager
Excel Auto Vista Pvt Ltd (NEXA)
01.2022 - 08.2023
Sr. Insurance Executive
Maruti Insurance Pvt Ltd
08.2017 - 11.2019
Master of Commerce -
Kesharbai Lahoti Commerce Collage
Bachelor of Commerce -
Kesharbai Lahoti Commerce Collage
HSC -
Matoshri Vimlabai Deshmukh Jr Collage
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