Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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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, Maharashtra

Bachelor of Commerce - Accounting, Economics & Taxation

Maharishi Dayanand University
Rohtak, Haryana

Certification CII - Insurance

Chartered Insurance Institute
London, United Kingdom

Skills

    Client service excellence

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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
Deepanshi ChaudharySpecialist