Karan Yadav
Corporate Insurance Advisor
Faridabad,HR
Summary
Skilled Retention Account Manager with background in maintaining strong client relationships and increasing customer satisfaction. Successfully managed high-value accounts, implemented retention strategies, and resolved complex issues efficiently. Strong communication skills and ability to work collaboratively across teams to meet business objectives. Displayed consistent success in enhancing customer retention rates through strategic account management.
Overview
11
11
years of professional experience
Work History
Business Development Manager
Salasar Services Insurance Brokers Pvt Ltd
09.2025 - Current
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Identified new business opportunities by researching market trends and competitor activity.
- Monitored industry trends and competitor activities to identify new growth opportunities for the agency.
Retention Account Manager
Pioneer Insurance & Reinsurance Brokers
01.2025 - 07.2025
- Implemented retention initiatives that enhanced customer loyalty and reduced churn rates.
- Monitored account health metrics to proactively address client concerns and optimize engagement.
- Collaborated with cross-functional teams to develop solutions that improved client satisfaction.
- Conducted regular check-ins with clients to ensure their needs were met and expectations exceeded.
- Engaged with clients to gather feedback and implement changes to enhance service quality.
- Assessed account performance through key metrics, implementing corrective actions when necessary.
- Managed a portfolio of high-value accounts, ensuring strong customer loyalty and ongoing business partnerships.
- Increased revenue for the company by upselling and cross-selling products to existing customers.
- Drive the renewal process, assembling the appropriate team to develop and implement the client-specific renewal strategy.
- Educate clients on risk management, market issues and relevant trends. Serve as a trusted adviser; monitor client satisfaction; report and resolve client issues and concerns and review client expectations to ensure relationship is mutually acceptable.
- Act as point of contact for complaints and escalate issues as appropriate.
Retention Account Manager
Pazcare
GURGAON
08.2023 - 01.2025
- Conducted customer retention campaigns to ensure long-term relationships with clients.
- Developed and implemented strategies for improving customer engagement and loyalty.
- Analyzed customer data and identified areas of improvement in the customer experience.
- Created monthly reports on customer retention metrics, including churn rate and renewal rates.
- Collaborated with sales teams to identify customers at risk of attrition and develop appropriate strategies to retain them.
- Researched competitive services, pricing models, and product offerings to remain competitive in the market.
- Provided personalized support for high-value customers to ensure their satisfaction with our service.
- Identified opportunities for new products or services that could improve customer satisfaction levels.
- Organized webinars and seminars to educate clients on new products and services released by the company.
- Generated ideas for improving overall user experience when interacting with our website or app interfaces.
- Performed customer negotiations to reach fair conclusion for both business and customer.
- Resolved customer complaints regarding sales and service.
Customer Service Representative
Marsh India Insurance Broking
GURGAON
02.2017 - 08.2023
- Reviewed customer insurance claims to ensure accuracy and completeness of information.
- Analyzed claim records, policy provisions, and other relevant documents to determine validity of claims.
- Assisted customers in filing new insurance claims and provided status updates on existing ones.
- Calculated benefit payments based on policy terms, coverage limits, and applicable regulations.
- Collaborated with team members to identify trends in customer issues and develop solutions accordingly.
- Maintained detailed records of all claim activities including correspondence, decisions, payments.
- Assisted claimants, providers and clients with problems or questions regarding claims.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Handled modification and updating of policies.
- Corresponded with insured or agent to obtain information or inform of account status or changes.
- Transcribed data to worksheets and entered data into computer to prepare documents and adjust accounts.
- Gathered requirements from stakeholders to design data models and reports.
- Translated raw data into meaningful information using statistical techniques.
- Developed, implemented and maintained the organization's MIS systems.
- Prepared reports based on information gathered from various sources within the organization.
- Analysed data to identify areas of improvement in system performance or accuracy of data.
- Developed and maintained relationships with clients to ensure customer satisfaction.
Employee Relations Specialist
Futurisk Insurance Broking
Delhi
06.2016 - 02.2017
- Developed insurance policies and programs to meet customer needs.
- Provided advice to customers on insurance-related matters.
- Prepared detailed reports summarizing customer requirements and recommendations.
- Processed claims in a timely manner according to company procedures.
- Analyzed financial data related to insurance products to ensure accuracy of information.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
CRM Executive
Paramount Health Services & Insurance TPA Pvt. Ltd
New Delhi
05.2015 - 05.2016
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Education
02.2017
06.2016
12.2014
BBA - Operations Management
DAV IM
11-2014
Skills
- Data-driven decision-making
- Customer lifecycle management
- Performance metrics analysis
- Client onboarding
- Customer service experience
- Outstanding interpersonal skills
- Customer service background
- Analytical problem solver
- Revenue Growth
- Strategic account development
- Cross selling
- Life and health insurance
- Relationship development skills
- Warm and cold leads development
- Policy coverage expert
- Client relations expert
- Complaint handling and resolution
Timeline
Business Development Manager
Salasar Services Insurance Brokers Pvt Ltd
09.2025 - Current
Retention Account Manager
Pioneer Insurance & Reinsurance Brokers
01.2025 - 07.2025
Retention Account Manager
Pazcare
08.2023 - 01.2025
Customer Service Representative
Marsh India Insurance Broking
02.2017 - 08.2023
Employee Relations Specialist
Futurisk Insurance Broking
06.2016 - 02.2017
CRM Executive
Paramount Health Services & Insurance TPA Pvt. Ltd
05.2015 - 05.2016
BBA - Operations Management
DAV IM
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Supported smooth daily operations by coordinating effectively with internal teams and stakeholders.
- Resolved product and service-related issues promptly, enhancing customer satisfaction and retention.
- Monitored TAT and ensured timely completion of all service requests.
- Handled, documented, and closed escalated cases with a customer-first approach, resulting in positive outcomes.
- Improved operational efficiency by identifying gaps and assisting in process streamlining.
- Maintained strong client relationships through proactive communication and issue resolution.
Certification
IRDA broking certification