Geeta Sattan Singh

• Delivered exceptional service throughout client policy life cycles.
• Applied business unit policies and procedures effectively.
• Provided technical expertise and industry knowledge as needed.
• Leveraged specialist teams across the Business Unit for client benefit.
• Cultivated strong client relationships through effective communication.
• Coordinated with Mumbai Placing & Billing Team on documentation requests and queries.
• Ensured timely issuance of accurate documentation to clients.

Supported cross-skilling initiatives by ensuring team understanding of scoped processes.

Initiated best practices and time-saving techniques to boost productivity and meet SLA expectations.

Identified training needs and crafted comprehensive training plans for team development.

Designed and conducted technical training programs for existing and newly hired associates.

Reviewed and updated training plans regularly, providing feedback to Line Managers as necessary.

Conducted compliance audits and monthly self-audit file reviews to ensure adherence to regulatory standards.

Coached team members to improve performance metrics and achieve targets.

Managed phone leads, selling Tata AIG Non-Life Insurance products and cross-selling add-on options.

Ensured thorough verification of customer information to uphold data integrity.

Maintained quality standards and adhered to compliance guidelines.

Managed inbound calls for pickup and delivery inquiries, ensuring accurate tracking information.

Updated customers on processing status of commercial consignments to promote transparency.

Cross-sold premium services to enhance customer offerings and drive revenue growth.

Assisted non-account customers with import/export rates and documentation requirements.

Generated leads for potential customers to effectively support sales initiatives.

Coordinated with finance and operations teams to improve service delivery and minimize complaints.

Maintained timely communication with domestic and international destinations for consignment updates.