MANALI PATEL

**Manager – Insurance Division**
*Thakkar Global LLC, USA*
*June 17, 2024 – Present*

- Spearhead the recruitment and training of new team members, ensuring operational efficiency.Maximized performance by monitoring daily activities and mentoring team members
- Oversee payment settlements with insurance companies for seamless transactions.
- Coordinate with town authorities for commercial property matters.
- Manage RMV rate updates and provide clients with multiple insurance quotation options from different companies.
- Offer tailored personal and commercial insurance solutions based on client needs.
- Handle filing and follow-up of claims, securing special approvals through adjusters.
- Lead discussions with adjusters and insurance companies to ensure claim settlement until closure.
- Arrange and oversee property inspections, implementing recommendations provided by inspectors.

Accomplished multiple tasks within established timeframes.

• Expertly manage client interactions and resolve transaction queries utilizing SAP for seamless order execution.
• Oversee and ensure adherence to project schedules, maintaining rigorous order monitoring.
• Provide prompt and professional responses to client communications, effectively liaising between internal departments.
• Diligently follow up with Production and Logistics to guarantee on-time dispatch, keeping clients informed with regular updates.
• Conduct meticulous weekly and monthly reporting on processing and revenue metrics, alongside crafting detailed commission statements and production plans in Excel.
• Proactively address error calls, implementing preventive measures to maintain service quality.
• Ensure timely document dispatch in accordance with agreedupon Service Level Agreements (SLAs) and manage the Documentary Collection cycle.
• Collaborate with Compliance, Legal, Auditors, and Sales teams to stay abreast of regulatory changes and guidelines.
• Managed client queries & order execution via SAP for seamless transactions.
• Monitored project schedules, ensuring on-time order & document dispatch.
• Handled client communications & coordinated interdepartmental workflows.
• Reported on processing/revenues & crafted commission statements in Excel.

• Looking after Corporate Travelling Desk, Taking Care of rail booking & hotel Reservations.
• Handling Individual & walk-in Visa Counselling along with documents assessments.
• Client interaction to provide guidance for Business & Visitors Visa.
• Working as a Consultant for Immigration process by preparing Admission & Visa file of the client.
• Maintaining Weekly Inquiries & taking corrective actions for increasing conversion ratio.
• Extensive knowledge of customs and visa requirements, Good knowledge of ticketing and booking.
• Great understanding of good tourism marketing techniques to encourage destination travel.

• Worked as Operation Theatre Assistant by closely working with Sr. Doctors (Surgeons).
• Handling emergency ward as an attendant.
• Worked in various key departments like Surgical care, Medical Care, Iv Care, Blood Transfusion And Collection etc.