Deepanshi Chaudhary
Specialist
Gurgaon
Summary
Experienced insurance professional with focus on optimizing operations and enhancing client satisfaction. Enhance process efficiency and streamline workflows through strategic analysis and innovative solutions. Deliver improved operational performance by leveraging strong analytical skills and industry knowledge.
Overview
6
6
years of professional experience
4
4
Certifications
Work History
Specialist
Mercer
Gurgaon
02.2021 - Current
- Compiled detailed reports for senior management, highlighting key performance metrics.
- Negotiated with underwriters for competitive policy rates.
- Demonstrated strong knowledge of the UK insurance market, including expertise in products such as PMI, GLA, GIP, DEN, and others, ensuring effective client engagement and tailored solutions.
- Enabled smoother policy renewals by timely communications and follow-ups with clients.
- Strengthened relationships with existing customers whilst actively seeking out prospective clients to expand business reach.
- Possess strong knowledge of AML regulations and financial conduct requirements for UK SME clients, ensuring compliance and risk mitigation.
- Designed and implemented sales strategies to close new insurance contracts.
- Trained and onboarded new team members to ensure seamless integration into existing transitions, enhancing team efficiency and knowledge transfer.
- Developed financial plans according to financial and client regulations.
- Collected and analyzed financial data to assess financial viability and risks.
Process associate
Sunlife Financial Services
Gurgaon
08.2018 - 10.2020
- Enhanced productivity through effective delegation and team management techniques.
- Negotiated fair and equitable settlements with claimants, reducing company liability.
- Investigated complex insurance claims for accurate case evaluation.
- Trained new adjusters on department procedures, boosting staff competence levels.
- Evaluated claims data and market trends for improved customer understanding.
- Improved client relationships by delivering exceptional customer service in all interactions.
- Liaised effectively with brokers and underwriters for smooth processing of claims.
Education
Master of Business Administration - Banking and Finance
Narsee Monjii Institute of Management Studies
Mumbai, MaharashtraBachelor of Commerce - Accounting, Economics & Taxation
Maharishi Dayanand University
Rohtak, HaryanaCertification CII - Insurance
Chartered Insurance Institute
London, United KingdomSkills
Client service excellence
Data analysis
Microsoft Office Suite expertise
Time Management
Power BI
Accomplishments
Outstanding Consulting Member Award – Mercer, Gurgaon
Rising Star Award – Mercer, Gurgaon
Spotlight Award – Mercer, Gurgaon
Best Trainer Award – Mercer, Gurgaon
Certification
Certified in Financial Market - Yale University
Timeline
Specialist
Mercer
02.2021 - Current
Process associate
Sunlife Financial Services
08.2018 - 10.2020
Certified in Financial Market - Yale University
Certified in Microsoft Office
Certified in SQL - LinkedIn Learning
Certified in Power BI - LinkedIn Learning
Master of Business Administration - Banking and Finance
Narsee Monjii Institute of Management Studies
Bachelor of Commerce - Accounting, Economics & Taxation
Maharishi Dayanand University
Certification CII - Insurance
Chartered Insurance Institute