Preeti Garg
New Delhi
Summary
Dynamic professional with extensive experience at Aon, excelling in project management and stakeholder engagement. Proven track record in data analysis and process improvement, leading training initiatives and enhancing operational efficiency. Adept at generating impactful reports and fostering client relationships, driving successful outcomes in high-pressure environments.
Overview
7
7
years of professional experience
Work History
IND CONSULTANT II HEALTH BROKING
Aon
Gurugram
05.2023 - Current
- Executed projects meeting SLA requirements, ensuring compliance and quality benchmarks.
- Analyzed client data for specialty insurance products, delivering insights to stakeholders.
- Generated Excel and PowerPoint reports summarizing project progress and outcomes.
- Facilitated collaboration with Aon peers to identify opportunities for process improvements.
- Managed stakeholder relations through timely project updates and prompt inquiry resolution.
- Led training initiatives for Junior Analysts by developing content and conducting workshops.
- Streamlined RFQ/RFI processes across projects, ensuring timely execution within budget constraints.
- Developed transition plans encompassing risk assessment, communication strategies, and training programs.
- Collaborated with stakeholders to define project scope, objectives and deliverables.
- Analyzed complex information from multiple sources to identify patterns or trends.
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Organized client meetings to provide project updates.
- Handled end-to-end tracking, validation, and processing of internal orders and client data, ensuring accurate and timely updates aligned with defined SOPs
Assistant Manager Training & Development
Bajaj Capital
11.2022 - 04.2023
- Assistant Manager - Training operations
Assistant Manager Operations
Bajaj Capital
01.2021 - 10.2022
- Responsible for Handling all Fresh and Renewals business Logged vs punched, sharing business dashboards, performance dashboard, persistency of renewals due, coordinating with partner company, maintaining all the business related dashboards, excel and charts
Sr. Operation Executive
Bajaj Capital
07.2020 - 12.2021
- Responsible for assisting with the management of the daily operations. Consolidates relevant data and trends to conduct environmental impact assessments and improvise work processes related to health insurance at pan India level.
Senior Client Support Executive
Bajaj Capital
07.2019 - 06.2020
- Maintain accurate records of customer interactions, transactions, and inquiries in the customer support system or database related to Net promoter score a metric that organizations use to measure customer loyalty toward their brand, product or service. Many companies use NPS as part of their customer relationship management (CRM) strategy, as the metric is easy to form and calculate.
Client Support Officer
Bajaj Capital
07.2018 - 06.2019
Education
M.Com - Commerce
IGNOU
01.2020
B.Com - Commerce
Delhi University
01.2014
Skills
- Training and HR operations
- Back office processing
- Data entry management
- Banking operations
- MIS reporting
- Operations management
- Project leadership
- Project management
- Data analysis
- Stakeholder engagement
- Process improvement
- Excel reporting
- PowerPoint presentations
- Training development
- Client relationship management
- Workflow optimization
- Communication strategies
- Problem solving
- Team leadership & development
- Client relationships
- Project implementation
- Training and development
Languages
English, Hindi
Accomplishments
Gold Team Award
Silver Award
Impromptu Award
Affiliations
SME of the team and advocacy - Actively participated in various organizational events to represent and advocate for my team
Core member of the fun team, responsible for conducting monthly fun events for over 100 employees, fostering team spirit and engagement within the organization
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
IND CONSULTANT II HEALTH BROKING
Aon
05.2023 - Current
Assistant Manager Training & Development
Bajaj Capital
11.2022 - 04.2023
Assistant Manager Operations
Bajaj Capital
01.2021 - 10.2022
Sr. Operation Executive
Bajaj Capital
07.2020 - 12.2021
Senior Client Support Executive
Bajaj Capital
07.2019 - 06.2020
Client Support Officer
Bajaj Capital
07.2018 - 06.2019
M.Com - Commerce
IGNOU
B.Com - Commerce
Delhi University