Neeru Yadav

Bid Strategy & Governance: Led the planning and execution of strategic bid responses across multiple industry verticals, ensuring alignment with client needs, internal capabilities and organizational goals. Established bid qualification criteria, win themes and delivery schedules to improve response effectiveness.

End-to-End Bid Management: Managed the full bid lifecycle—RFI, RFP, RFQ—from opportunity assessment, stakeholder alignment, content coordination, to submission and post-bid debriefs. Worked cross-functionally with sales, delivery, legal, finance and technical teams to craft high-quality, compliant responses.

Proposal Writing & Content Development: Created tailored proposals and pitch decks by translating complex technical solutions into client-centric value propositions. Maintained a centralized content repository to accelerate future bid responses.

Client Engagement & Presentations: Supported senior leadership in client-facing engagements, including orals and proposal walk-throughs, helping articulate Visionet’s differentiators and solution roadmap.

Go-to-Market Strategy Enablement: Collaborated with the GTM Head to develop insurance-aligned marketing material and value-based client presentations. Ensured all messaging aligned with current industry trends and client objectives.

Stakeholder & Risk Management: Facilitated regular bid review meetings to track progress, resolve bottlenecks, and manage risk. Acted as a liaison between internal teams and external partners/vendors during bid engagements.

Tools & Automation: Streamlined bid operations using collaboration platforms like SharePoint, MS Teams, and Excel trackers. Built internal knowledge bases, templates and response checklists to drive bid efficiency.

Training & Enablement: Conducted onboarding sessions for bid contributors and SMEs to align them on best practices, response standards and timelines.

Case Study & Reference Management: Maintained a curated library of past performance case studies, client references and success stories tailored for inclusion in sector-specific bids.

Key Projects:

Conversational AI Chatbot for Housing Residents – Enabled a seamless user interface to assist residents with FAQs, complaints, and service updates.

Unified Data Platform for an Educational Institution – Delivered a central data hub for academic analytics, administration, and performance tracking.

SharePoint-Based Onboarding Portal – Designed and deployed an internal onboarding solution for improved workflow and document management.

• Company Overview: It is a Global Insurance and Re-insurance company. It lays great emphasis on acquiring talents and retaining them through various people management processes and insurance processes that are unique and rewarding, both to the enterprise and to the clients.
• Developing requirements documents: goal model, functional modelling, business process, customer interactions/wireframes; writing high-level user requirements (Epics and User Stories) and Process flows/analysis in JIRA for any new issues/tickets related to various insurance applications.
• Collaborated with stakeholders to gather and analyze business requirements for software development projects, ensuring alignment with organizational goals and objectives.
• Conducted market research and competitor analysis to identify opportunities for product enhancements and new feature development.
• Prepared and delivered regular progress reports, status updates, and presentations to project stakeholders, ensuring transparency and accountability throughout the project lifecycle.
• Assisted in the testing and quality assurance of software solutions, ensuring compliance with functional specifications and user requirements.
• Preparing use cases and formal requirements documentation such as BRDs, FRDs, FSDs and high-level UAT documents and manuals for internal purposes and for end-users or business users.
• It is a Global Insurance and Re-insurance company. It lays great emphasis on acquiring talents and retaining them through various people management processes and insurance processes that are unique and rewarding, both to the enterprise and to the clients.

• Involved in R&D, both primary and secondary as per the international & federal laws for exact policy information, data mining and interpreting policies, implementing restrictive controls /determining required actions and proposing recommendations based on firm guidance and policies of XL Catlin. This in turn extended to extensive review and validation of Organizational charts and other submissions from the client.
• Appreciated for delivering quality within TAT and maintain process flows for developing capacity within the count to develop team models.
• Cross trainings project between Poland and India teams primarily designed and handled successfully.
• Primary work allocation for the entire team and delegation of tasks to team members.
• Assisting the manager by helping to lead a team and ensuring work deadlines are achieved in a timely manner.
• Took extra initiatives in addition to work to maintain the work life balance in the team by organizing events, recognition programs, etc.

• Client – Bank of America
• Domain – US Health Operations
• One year experience in Siebel
• Experienced in resolving complex Health and Welfare benefit queries by analyzing plan provisions and system edits. Skilled in handling benefit calculations, generating ad hoc reports, and managing processes for Active, Retiree, and LTD populations. Proficient in areas such as Medicare, COBRA, HIPAA, Life Insurance, and Section 125, with a focus on accuracy, compliance, and continuous process improvement.