Iti Agrawal

Strategy

• Developed and implemented credit life insurance strategies for existing clientele and new acquisitions.
• Collaborated with underwriting, actuarial, and risk teams to optimize product pricing, and ensure profitability.
• Analyzed loan and insurance performance data to identify trends, improve claims ratios, and enhance the overall customer experience.

Data management and analysis.

• Managed end-to-end data processes, developed dashboards, and reports for ensuring data accuracy and consistency.
• Collaborated with finance and operations teams to ensure accurate budget reconciliation, and identify cost-saving opportunities.
• Supported the credit life insurance sales team through comprehensive data management and performance analytics across sales, budget.

Mid Office.

• Acted as a liaison between the sales team, clients, and the back-office team (Group Ops, Products, Underwriting, Claims, Accounts) to ensure the seamless execution of client-specific requirements.