Preeti Bansal
Pune
Summary
Looking forward to a position of responsibility in an organization of repute which stimulates and enhances professional skill and personal strength in conjunction with organizational goals and objective
Overview
7
7
years of professional experience
1
1
Certification
Work History
Underwriter Manager
Insure & Secure Broker
02.2023 - Current
- Working as underwriter for non-motor products
- Issuing non motor quotes in various company's portals
- Manage all operational work for generating revenue driven by monthly sales
- Acting as link between channel partners and organization's management
- Consulting Mid and high level management in operational decision making process
- Training sales team how to deliver their role and responsibilities by utilizing various organizational tools.
Associate Sales Manager
Reliance General Insurance
10.2017 - 11.2021
- Working as support for Underwriting & Operations team
- Handling North Zone (H&K, Punjab, Haryana, Rajasthan, UP) operational work
- Create Commercial line quotes (Fire ,WC ,CAR ,EAR ,CPM, Marine etc.) Attending Bank SDO's calls and providing timely response regarding issuance matters, quotations & premium calculations
- Punching transactions in system
- Issuance/Renewal of policies
- Timely updating Business in MIS of North region
- Generation and activation of new IMD's portal in system and all the training processes to activate the channel
- Imparting product and system related training to newly joined SDO's
- Coordinating with all the Bank managers and taking feedback calls
- Resolving the discrepancies of Banca channel
- Managing Stakeholders and coordinating with sales team.
Education
INDIA INSITUTE OF INSURANCE
Skills
- Positive attitude towards work
- Quick Learner
- Good analytical skills
- Proficient in managing
Certification
Amongst the top rank holder throughout the academics at college level (M.B.A.),
Secured 3rd Position in State in Company Secretary Course (Executive Programme).,
Honors Diploma in MS Office Automatic Program.
Received value addition certificate in completion of Financial Consultancy and Services at college level.
Completed summer training in Mahila cooperative bank on the projection of KYC updation
Personal Information
- Husband's Name: Mr. Govind Sarraf
- Date of Birth: 04/28/93
Disclaimer
I here by declare that information furnished above is true and correct to the best of my knowledge.
Timeline
Underwriter Manager
Insure & Secure Broker
02.2023 - Current
Associate Sales Manager
Reliance General Insurance
10.2017 - 11.2021
INDIA INSITUTE OF INSURANCE
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