Summary
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
Generic

Lavanya V

Insurance Broker
Bangalore

Summary

The tasks efficiently, develop a team spirit and work hard towards the goals for the development of organization and myself, Detail conscientious and organized with good experiences achieving favorable out comes. Successful at maintaining tracking deadlines and coordinating depositions.

Work History

Manager

Global Insurance Brokers
10.2021 - Current
  • Handling Insurance EB portfolio
  • Design coverage as per client required, approach insurers for rates and quotes
  • Negotiate with insurer for competitive rates, placing policy
  • Issuance of policy, E-cards and conducting orientations to employees on policy benefits
  • Assisting employees on claims and other assistance required
  • Providing claim analysis reports periodically to client
  • Handling esteemed corporates like TATA hitachi, perfios

Manager

Prudent Insurance Brokers Pvt
01.2018 - 10.2021
  • Collect information from clients and assess their insurance needs
  • Coordinate & follow up with TPA on any escalations
  • Maintaining MIS report & outstanding report
  • Follow up on renewal with Client and retaining the client
  • Management of claims for clients from beginning to end
  • Plan and attend meetings to solve insurance-related problems
  • Renewal or modifying existing policies
  • Research on the various insurance companies and insurance policies offered by them to help clients in choosing most suitable ones
  • Advice clients on risk management and assist them to develop new ways to minimize risks
  • Prepare reports for insurance underwriters and negotiate with the clients
  • Assisting clients in throughout the process till the final settlements
  • Keep detailed records of each and every policy

CRM - Senior Executive

Aon Global Service
11.2013 - 11.2014
  • Handling GE Corporate
  • Monitoring client accounts and identifying possible issues
  • Ensuring accuracy of monthly and quarterly reports
  • Sharing the E-cards and login credentials to the employees
  • Handling customer queries and giving FTR
  • Cashless process follow-up with employee, hospital and Mediassist for smoother process
  • Reimbursement process follow up with employee and Mediassist till the settlement of the claim
  • Maintaining Employee and dependent data
  • Updating enrollment team on new beneficiary updation
  • Getting necessary endorsement from the insurance company
  • Dummy claims follow up
  • Ensuring accuracy of monthly and quarterly reports

CRM

MediAssist India TPA Pvt Ltd
06.2011 - 11.2013
  • Working as Client Manager handing Wipro Corp
  • Assisting employees on reimbursement claims and cashless claims
  • Providing E-cards
  • Attending to queries of employees through calls and mails

CRM

MD India TPA Pvt Ltd
04.2007 - 05.2009
  • Working as Customer Care Executive
  • Assisting customers through calls and mails
  • Visiting insurance companies for policy collection

Education

B.Com - undefined

Skills

Ability to successfully manage multiple projects

Personal Information

  • Father's Name: VENU N.
  • Date of Birth: 02/25/85
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hindu

Disclaimer

I request you to consider my application positively and give me an opportunity to work in your firm. If given a chance, I will discharge my duties to best of my knowledge. I hereby declare that all the information’s given are true to my knowledge.

Timeline

Manager

Global Insurance Brokers
10.2021 - Current

Manager

Prudent Insurance Brokers Pvt
01.2018 - 10.2021

CRM - Senior Executive

Aon Global Service
11.2013 - 11.2014

CRM

MediAssist India TPA Pvt Ltd
06.2011 - 11.2013

CRM

MD India TPA Pvt Ltd
04.2007 - 05.2009

B.Com - undefined

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Lavanya VInsurance Broker