Harsh Jaiswal

• Conduct thorough needs assessments and analyses for prospective clients
• Present employee benefits solutions tailored to client's requirements
• Collaborate with internal teams to develop comprehensive and customized proposals
• Clearly articulate proposed solutions' benefits, features, and cost structures
• Prepare compelling presentations and deliver them effectively to potential clients
• Build and maintain strong relationships with existing and potential clients
• Establish yourself as trusted advisor and resource for employee benefits solutions
• Conduct regular follow-ups with prospects to nurture relationships and maintain engagement
• Attend client meetings in person and virtually to discuss ongoing services and address any concerns
• Collaborate with internal teams, such as sales, marketing, and operations, to ensure smooth client onboarding
• Coordinate with underwriters, carriers, and other external partners to obtain competitive quotes and negotiate terms
• Work closely with account management teams to transition clients from sales process to ongoing support.
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• Heading end-to-end insurance solution business of 122 branches right from policy generation to claim settlement
• Conducting internal compliance audits, to keep track of checklist that has to be followed by dealers
• Publishing daily MIS reports flashing the new business, retention, and book-size numbers to track dealer performance and design strategies & provide solutions accordingly.

Responsibilities

▪ Leading & managing a team of 8 people to maximize GWP and achieve monthly client acquisition target

▪ Achieving Policy Renewal and retention targets above industry average in territory; over 40%

Key Result Areas

▪ Single-handedly acquired more than 10 new dealers and managed more than 36 dealers over period

▪ Performed data analysis and secondary research to identify high loss-making vehicles and treat them with loading to keep technical surplus within range of 90-91

Initiatives & Achievements

▪ Awarded RACE Champion Award for FY 2021-22 at Flames of Liberty held at Goa for increasing annual book size from INR 16 crores to INR 22 crores

▪ Increased renewal retention from 20% to 40% within a span of 2 years for Bangalore territory

▪ Overachieved monthly GWP target by 10-15% for Bangalore, making it Top city in 2W vertical

• Responsibilities
• ▪ Assisting team in conducting internal (MISP) compliance audit to ensure 100% compliance by dealers
• ▪ Training dealer insurance team of Bajaj and Yamaha to increase add-on penetration of 2W policies
• ▪ Responsible for carrying out UAT testing to ensure that final product has been worked upon thoroughly
• Key Result Areas
• ▪ Cross-sold IPA policy along with motor policy through dealers to increase wallet share of company
• ▪ Single-handedly on-boarded more than 6 new dealers within span of one and half years
• Initiatives & Achievements
• ▪ Initiated Reward and Recognition program for dealer insurance managers (2w); early adopter in this vertical
• ▪ Awarded two back-to-back Trailblazer Award at Flames of Liberty in 19-20 held in Bali and 18-19 held in Phuket for being top performer in 2W vertical

Responsibilities

▪ Responsible for servicing portfolio of 6 existing clients; acquired 3 new dealers within period of 6 months

▪ Floating MIS report & analyzing same to flash GWP, renewal and claim numbers to dealer principals

Initiatives & Achievements

▪ First ever Management Trainee to be awarded Trailblazer award within 6 months of joining

▪ Awarded two consecutive Trailblazer Award at Flames of Liberty held at Singapore in 2016 and Goa 2017 for overachieving GWP target by 1.5x