K SAI KIRAN

Seeking an environment to best utilize my skills and abilities, an exciting and creative position where there is opportunity to work with the people. That offers professional growth while being resourceful, innovative and flexible.

• NISM certified financial planner
• Certified IRDAI Corporate Agent

• Achieved over all 95%+ retention rate as manager –Customer success.
• Got employee of the quarter for 3 consecutive quarters and achieving 100% of retention ratio along with upsell & cross sell of other insurance products for corporates.

• Client Onboarding & Implementation: Guide new clients through the initial setup of their group medical insurance plans, ensuring all administrative processes are completed efficiently.
• Employee Education & Engagement: Develop and deliver educational materials, workshops, and webinars to help employees understand their coverage options and how to utilize their benefits effectively.
• Claims Support & Issue Resolution: Assist clients and employees in navigating the claims process, ensuring timely and accurate submissions.
• Data Analysis & Reporting: Analyze utilization data to assess the effectiveness of the insurance plan and identify opportunities for improvement.
• Renewal Management & Plan Optimization: Collaborate with clients to review plan performance and discuss renewal options well in advance of policy expiration.
• Cross-Functional Collaboration: Work closely with sales, underwriting, and customer support teams to ensure a seamless experience for clients and employees.
• Advocacy & Relationship Management: Build and maintain strong, long-term relationships with key client stakeholders, acting as a trusted advisor on all matters related to group medical insurance.

• Strong working knowledge in MS Office 2007/10 (Excel, Word and PowerPoint)
• Good knowledge in Tally 9.0 version

• Cross selling of liability/assets products to home loans and personal loans.
• Helping corporate companies to cover all the employees under group medical policy.
• Cross selling other insurance products like GPA (group personal accidental cover), GTL (Group term life insurance) as well as Property insurance.
• Client Onboarding: Assisted in onboarding processes for new clients, ensuring smooth transitions and high satisfaction rates.
• Support & Troubleshooting: Provided timely support to clients, resolving issues efficiently and maintaining a 98% customer satisfaction rating with 95% + retention rate.
• Feedback Collection: Conducted regular surveys to gather client feedback, contributing to product improvements and service enhancements.
• Documentation: Maintained comprehensive records of client interactions and resolutions, ensuring transparency and accountability.

• Industry Knowledge: Understanding of group health insurance products, regulations, and trends.
• Communication Skills: Ability to convey complex information clearly to diverse audiences.
• Problem-Solving: Skilled in addressing and resolving client and employee issues effectively.
• Analytical Abilities: Proficiency in analyzing data to inform decision-making and strategy.
• Relationship Building: Adept at cultivating and maintaining strong client relationships.

Bangalore, Hyderabad

• English
• Telugu
• Hindi
• Kannada

The above said statements are true to the best of my knowledge and belief.

• Confident
• Diligent
• Meticulous
• Self-motivated
• Sincere
• Dedicated with a strict sense of work ethics
• Remarkable sense of purpose
• Highly focused
• Disciplined
• Keen learner
• Cheerful ‘can do’ attitude
• Excellent organizing capabilities
• Telephone manners
• Office etiquette
• Comfortable in a fast paced, performance oriented environment
• Ability to work under pressure
• Pleasing personality

• Father's Name: K surendra babu
• Date of Birth: 05/15/91
• Gender: Male
• Nationality: Indian
• Marital Status: Married