Pravendra Singh
Flat No 107, Tower 2A, Signature Global Grand IVA, Sector 103, Gurgaon, Haryana
Summary
An astute professional with 10+ years of experience in the Insurance domain. Currently working with Unison Insurance Broking Services Pvt Ltd, New Delhi. Having experience of managing clients specially in Auto, Oil, Hotels, FMCG, Energy, Garments, IT and Real estates, etc. Proficient in understanding the client's business and their service requirements. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
11
11
years of professional experience
Work History
Sr. Manager – Client Retention
Unison Insurance Broking Services Pvt Ltd
2021.07 - Current
- Responsible for retention & cross-sell
- Responsible to provide the solution to transfer or mitigate the risk.
- Regular/quarterly meetings with Clients and Insurers
- Auditing and filing of the insurance policies.
- Arranging the quotes from Insurers and placement of businesses.
- Policy and Endorsements servicing
Specialist –Commercial Line
Prudent Insurance Brokers Pvt Ltd
2016.09 - 2021.07
- Responsible for retention and cross-sell target of 20% of existing portfolio
- Managing corporate clients related to Auto, Oil, Hotels, FMCG, Energy, Garments, IT & Real Estates etc
- Preparation of Gap analysis report to find out the new business opportunities
- Preparation of SPANCO and submission of reports on a monthly/quarterly basis
- Conduct the “Know your policy/products” webinar/seminar at the client's place
- Coordination between other departments to ensure the service deliveries are within TAT
- Responsible to arrange quotes from different insurers and negotiate the terms & prices as per the client's requirement
- Ensure that the entire proposals are routed through SAIBA within the timeline.
Business Development Manager
Chinar Education Pvt Ltd
2016.03 - 2016.09
- Managed and maintained a structured analysis of target markets, clients, and documentation
- Relationship building with key persons of the clients
- Conducting sales calls with existing and new clients
- Involve in Street advertisement and marketing campaigns
- Travel to client's business locations to answer queries and resolve their issues
- Help sales team/representative to grow their sales
Client Relationship Manager
Prudent Insurance Brokers Pvt Ltd
2013.05 - 2016.02
- Meeting with the client to understand the business and requirements and seek the underwriting information from the client
- Arrangement of terms (quotes) and placement of business
- Regular interaction with clients and insurers
- Gap analysis of the existing policy coverage and showcasing the areas of improvement
- Coordination for risk inspection visits through Insurance officials
- Coordination for settlement of claims (other than health claims) between the insurance company & the client.
Management Trainee
Bank of India
2012.05 - 2012.06
- Selling of CASA
- Selling of Medi-claim policy to BOI customers
- Coordinating with customers regarding various products of BOI
- Survey on general awareness about the Medi-claim policy with BOI customers
- Direct reporting to Branch Manager
Education
MBA - Insurance & Banking
ASIBAS, Amity University
Noida06.2013
BBA -
HAERT, Sharda University
Greater Noida06.2011
Skills
- Client Relationship & Servicing
- Claim Advocacy & Coordination
- Insurance Advisory
- Placement & Negotiation
- Commercial Line Underwriting
- Liasioning with business associates
Additional Information
IT: Conversant with MS Office (Excel, Word & PowerPoint) & Kingsoft Office, Zimbra/Outlook mail.
Business: Good Organizational Skills, Communicational Skills, Presentation Skills, and Social Skills.
Languages
Hindi
English
Timeline
Sr. Manager – Client Retention
Unison Insurance Broking Services Pvt Ltd
2021.07 - Current
Specialist –Commercial Line
Prudent Insurance Brokers Pvt Ltd
2016.09 - 2021.07
Business Development Manager
Chinar Education Pvt Ltd
2016.03 - 2016.09
Client Relationship Manager
Prudent Insurance Brokers Pvt Ltd
2013.05 - 2016.02
Management Trainee
Bank of India
2012.05 - 2012.06
MBA - Insurance & Banking
ASIBAS, Amity University
BBA -
HAERT, Sharda University
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