Mohit Kumar
Branch Service Manager - Operations - General Insurance
Badarpur
Summary
Customer-focused Branch Service Manager bringing in-depth understanding of policy issuance procedures, regulations and sales techniques. Skilled team leader and trainer competent in mentoring staff and improving performance with proactive approaches. Knowledgeable about preventing fraud and maximizing customer satisfaction.
Overview
11
11
years of professional experience
1
1
Language
Work History
Branch Service Manager
Reliance General Insurance Limited
11.2014 - Current
- Holding First Level Quality Checking of Motor & Non Motor proposals, Policy Generation, Endorsements, NCB Confirmation and premium recovery, Solving Customer Queries, Dealing with Walking Customer’s for Insurance Transfer, CNG endorse, addition of HP, Substitution and Customer Queries & Complaint Resolution
- Backend work with related to all kind of motor and non motor proposals including fresh policy and endorsements
- Issuing all Non motor policies along with the endorsement (Fire, Burglary, shopkeeper, ICP, CCP, WC, House Package, Office Package, Marine etc)
- Handling all document flow for Inwarding to policy process
- Handling all discrepant cases, Endorsements & resolution
- Marking mail on daily basis to Sales team for discrepant cases
- Follow up with Branch, Sales team for resolving pendency/discrepant cases
- Client handling through telephonic calls
- Drafting of all manual policies
- QC checking of drafting policies are send to u/w for vetting
- After approved the policy draft dispatch to client/SM.
Agency Support Officer
HDFC Life Insurance
04.2013 - 11.2014
- Improved customer satisfaction by addressing and resolving support issues promptly and professionally.
- Established rapport with clients, fostering long-term relationships that increased client retention rates.
- Taking care of lapsation data for calling at Cluster level
- NB, FR Processing Agency Form Check
- Coordination with HUB & Sales Dept
- Handling Service Coordinators.
Education
Bachelors in B.A - History
Chaudhary Charan Singh University Meerut
04.2011
12th - Arts
Chaudhary Charan Singh Inter College
Uttar Pradesh10th -
Adarsh Inter College (UP Board)
Uttar PradeshSkills
Multitasking
Professional Demeanor
Customer Relationship Building
Excellent Communication
MS Office
Emergency Response
Personal Information
- Father's Name: Shri Rajbeer Singh
- Date of Birth: 07/10/91
- Gender: Male
- Marital Status: Single
Personality Traits
- Understanding & Screening ability
- Active listening power
- Team spirit
- Refined interpersonal communication skills
- Positive Customer Service attitude
References
References will be provided as per your requirement.
Extracurricular Activities
Participated in the various cultural events at School level. Active participation in sports events at school level.
Accomplishments
Genpact India Pvt Ltd.
- Providing exclusive service such as claim MIS tracker
- Resolving query related to claim process
- Per Month personal Meeting with Insured to gain their confidence on RGI.
- Updating Insured on claim payment with NEFT details
Sun Pharmaceuticle Industries Pvt Ltd
- Handling complete portfolio of Group Medical Insured for Sun Pharma
- Managing CD Account
- Handling document verification for policy issuance & forwarded to hub team for policy issuance
- Reconcile CD Data statement & shared Active Data with Insured
- Processing policy endorsement (Such as addition & deletion of emplyees), resolving discrepancy raised by Hub team, rigorous followup with Insured & hub team
- Monthly meeting with insured to resolved insured's queries
Timeline
Branch Service Manager
Reliance General Insurance Limited
11.2014 - Current
Agency Support Officer
HDFC Life Insurance
04.2013 - 11.2014
Bachelors in B.A - History
Chaudhary Charan Singh University Meerut
12th - Arts
Chaudhary Charan Singh Inter College
10th -
Adarsh Inter College (UP Board)