JINA SARKAR

OPERATIONS WORKS LIKE, QUOTATION MAKING, POLICY MAKING, COORDINATE WITH RM AND INSURANCE COMPANY TO CONVERT THE BUSINESS.

MIS MAINTAIN

Operated and maintained insurance processing systems to ensure data accuracy and compliance.

• Provided quotations and maintained data for sales follow-up with RM and agent.
• Managed daily operations to ensure compliance with regulatory requirements and company policies.
• Developed training programs for new staff, enhancing team performance and service delivery.
• Analyzed customer feedback to implement process improvements and increase client satisfaction.

• Team Handling Of Insurance Team. Leading a team to meet performance targets, coaching and motivating. Key responsibilities include overseeing operations, managing policy renewels monitoring performance metrics. Handaling escalated custermber issues, dealing with Customer.

• COMMUNICATE WITH CUSTOMER EXPLAIN PRODUCTIVITY. SHARE QUOTATIONS WITH THE CUSTOMER. CONVERT THE LEAD FOR CLOSING. POLICY ISSUE FOR THE CUSTOMER. COMMUNICATE WITH INSURANCE COMPANY FOR DISCREPANCY CASES, DISCOUNT APPROVAL REALATED PROBLEM. HAND OVER POLICY TO CUSTOMER.