Monali Uday Rane
Summary
Dedicated insurance professional with 10.5 years of experience in sales support, corporate sales, and client servicing within the general insurance industry and the Results-oriented professional with a proven track record in Non EB & EB operations. Specializes in efficiently managing multiple clients and policies. Skilled in handling monthly MIS reports, client visits, claim queries, and policy endorsements with precision. Experienced in maintaining client documentation, reconciling statements, and ensuring seamless communication between clients and insurance companies. Strategic thinker with a strong sales management background, adept at optimizing procedures to drive revenue growth and enhance client relationships while leading high-performing teams effectively.
Overview
14
14
years of professional experience
Work History
Channel Development Manager - Corporate Sales
Future Generali India Insurance Company Limited
01.2024 - Current
- Day to Day meetings, Calls with brokers & Client to maintain Relationship.
- Once received the RFQ from broker, Coordinate with U/w for quote, revision as per Client requirement.
- Negotiate with broker in terms of premium, add ons & rewards.
- Also taking approvals from senior for rewards of broker.
- Once win Business, process for policy issuance as per Future Generali Internal System, Including Payment confirmation, Receipt, RHCL, inwarding…etc.
- Taking follow-up for issuance (Included RI, Closing slip ..etc.).
- Once policy issued, check at my end with final quote & Submit the policy documents to Client / broker.
- Taking care of brokerage part of all Brokers/ Rewards.
- Prepared Monthly report for new Business & booking.
- Co Share Settlement from various insurance companies..
- Built relationships with customers and community to establish long-term business growth.
- Managed accounts to retain existing relationships and grow share of business.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Organized promotional events and interacted with community to increase sales volume.
Senior Sales Manager - Corporate Sales
Future Generali India Insurance Company Limited
09.2018 - 12.2023
- Servicing to the Client / broker regarding their insurance requirements.
- Processing UIS (prepared Draft quote & send it to U/w for approval).
- Once received the approval quote to U/w Submit the same to Broker/ client.
- Take follow up for placement of business (process for Negotiation).
- Once the premium get final, raised the invoice & then follow-up for payment.
- After Receiving the premium, check with Account team then process for inwarding.
Customer Relationship Executive
First Policy Insurance Brokers Pvt. Ltd
01.2012 - 09.2018
- To send monthly MIS of employee.
- Handled Many Clients.
- Data maintenance of Many clients under Group Mediclaim, Group personal Accident and Term life Policies, Workman Compensation.
- To work on addition and Deletion during the policy period.
- Client visit for the policy, claim query helpdesk and Induction.
- Follow up with the clients for monthly declaration.
- To maintain CD balance of all client for their respective policies.
- Follow up with the insurance companies for the policy documents and Endorsements.
- Reconciliations of CD statement.
- Prepared Quote slip & QCR(In renewal & Fresh Proposal as per clients request)
- Regular review with TPA for the pending claims and cashless cards.
- Client wise Documentation of every correspondence.
- Examined the data for policy.
- Prepared the Quote Slip as per Client requirement.
- Floated the Quote Slip in Insurance Companies.
- Prepared the Quote Comparison report (QCR).
- Suggest the Client for better Insurance Comp for particular policy.
- Handled Renewals.
Intern
JAIN Irrigation
05.2011 - 06.2011
- Training And Development
Education
Licentiate Professional Exam -
Insurance Institute of India
01.2016
MBA - HR
North Maharashtra University
01.2012
BSc - IT
M. J. College
01.2010
HSC - undefined
Maharashtra State Board
01.2007
SSC - undefined
K.C.E. High School
01.2005
Skills
- Expertise in MS Office applications
- Online application management
- Excel data analysis skills
- Skilled in PowerPoint design
- Proficient in MS-CIT
- Performance assessment
- Rapport and relationship building
- Service upselling
- Pipeline management
- Negotiation expertise
- Sales tracking
Languages
English
Hindi
Marathi
Internship
Training And Development, JAIN Irrigation, Jalgaon, 05/2011 - 06/2011
Extramural Engagements
- 1st Prize in Paper Presentation On Business Intelligence, State Level Competition, at G.H. Raisoni Institute of Information Technology, Jalgaon
- 1st Prize in Marketing Event, University Level Competition, at Department of Management, Jalgaon, K.C.E. College of Engineering & IT
- 1st Prize in Paper Presentation on Data Warehouse and Data Mining, State Level Competition, at IMR College, Jalgaon
- 1st Prize in Add-Mad Show, University Level Competition, at Shri Gulabraon Devkar College of Engineering Technology & Mgt., Jalgaon
- 3rd Prize in B-plan of Oil from Plastic, University Level Competition, at IMR College, Jalgaon
Training
- Participated in National conference Cultural activity.
- Active participation in all corporate competitions organized by different colleges in the University.
Disclaimer
I confirm that the information provided by me is true to the best of my knowledge and belief.
Personal Information
- Domicile: Maharashtra (India)
- Date of Birth: 11/28/89
Timeline
Channel Development Manager - Corporate Sales
Future Generali India Insurance Company Limited
01.2024 - Current
Senior Sales Manager - Corporate Sales
Future Generali India Insurance Company Limited
09.2018 - 12.2023
Customer Relationship Executive
First Policy Insurance Brokers Pvt. Ltd
01.2012 - 09.2018
Intern
JAIN Irrigation
05.2011 - 06.2011
MBA - HR
North Maharashtra University
BSc - IT
M. J. College
HSC - undefined
Maharashtra State Board
SSC - undefined
K.C.E. High School
Licentiate Professional Exam -
Insurance Institute of India
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