PALLAVI M N
Bangalore
Summary
A young professional seeking a creative and challenging job which provides an opportunity to exhibit inherent talent, skills and ideas so as to grow professionally and personally through team work, self discipline and interaction with individuals directly or indirectly connected to the business.
Overview
7
7
years of professional experience
Work History
Insurance Renewal Team Leader
Nandi Toyota
Bengaluru, India (Remote)
12.2018 - Current
- Worked in Nandi Toyota as a Insurance Executive for 3 years and as a Team Leader for 3years.
- Maintaining the system for raising renewals, ensuring they are actioned 3-4 weeks before the renewal date
- Producing renewal documentation accurately
- Chasing and receiving payments by cheque, credit card and debit card for renewals and policy amendments
- Responding to enquiries from clients, brokers and underwriters received by phone, letter, email or fax and ensuring that all information required by clients or underwriters is obtained and communicated
- Obtaining quotations by using our quote system, rating guides or by referring to insurers
- Communicating quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs
- Discussing any additional covers to ensure that all the insurance requirements are satisfied
- Issuing invoices and policy documents and updating client records
- Providing a focused and friendly service to all customers and prospects providing quotations and assisting with queries, taking messages where appropriate
- Producing and maintaining diaries on our computer system, chasing for outstanding information from insurers, brokers and clients
- Updating the computer system with events, produce documents/correspondence as required
- Maintaining an acceptable level of product knowledge by keeping up-to-date with product developments
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Assisted in recruitment to build team of top performers.
Education
Diploma - CIVIL
HMS Polytechnic
01.2018
SSLC - undefined
SVS High School
01.2015
Skills
- MS Office (World, Excel, Outlook, PowerPoint, One Note Aces)
- Google Drive (Docs, Sheets, Slides, Forms)
- Spreadsheets (Excel, Google Sheets, OpenOffice Cal)
- Email (Mailmerge, filters, folders, rules)
- Strong and Convincing Communication Skills
- Hardworking
- Quick grasping
- Problem solving skills
- Self confidence
- Staff training
- Documentation and reporting
- Quality improvement
- Mentoring
- Daily workflow improvement
- Performance improvement
PERSONAL PROFILE
English, Kannada, Hindi & Telugu.
Disclaimer
I hereby declared that the information above is true and complete to the best of my knowledge. Date: Place: Bangalore. Yours faithfully (PALLAVI M N)
Timeline
Insurance Renewal Team Leader
Nandi Toyota
12.2018 - Current
SSLC - undefined
SVS High School
Diploma - CIVIL
HMS Polytechnic