PRIYA PANT
Gurgaon
Summary
Experienced Account Manager with over 7 years in the life insurance industry, managing 350+ clients with an AUM of ~₹6,500 crores. Proven track record in customer relationship management, query resolution, and exceeding service targets, backed by strong expertise in underwriting, project management, and strategic problem-solving.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Deputy Chief Manager
Aditya Birla Sunlife Insurance Company Ltd
01.2021 - Current
- Managing and leading a portfolio of 350+ corporate clients with an AUM of approximately ₹6,500 crores across the Eastern and Northern regions, overseeing the end-to-end servicing of gratuity, annuity business , and group term policies. Responsibilities include ensuring seamless administration of group benefit schemes, maintaining regulatory compliance, coordinating claims, and fostering strong, long-term client relationships
- Driving account growth of approximately 15–20% by fostering and sustaining strategic partnerships with key stakeholders by delivering tailored service solutions that align with mutual objectives and create value
- Engaging with key internal stakeholders—including claims, underwriting, and customer support—to ensure alignment, deliver a unified service experience, address complex client requirements, and enhance operational efficiency through optimized cross-functional collaboration
- Prioritizing customer needs through regular virtual and in-person interactions, proactively addressing queries, actively gathering feedback, and reinforcing trust to ensure exceptional client satisfaction and nurture enduring relationships
Manager
Star Union Dai-ichi Life Insurance Company Ltd
03.2019 - 12.2020
- Designing and implementing the PASA feature, resulting in a 60–65% improvement in underwriting efficiency
- Developed and delivered comprehensive training programmes, improving team skills and performance.
- Acting as a single point of contact for resolving proposal related queries of the sales team across India.
- Understanding end to end movement of a proposal form, finding gaps and re-structuring processes for enhanced efficiency.
- Inputs on restructuring Annual Operating Procedures to increase productivity.
- Introduction of Training Module for Sales and Branch force for enhanced efficiency and customer satisfaction.
- Publishing monthly operational analysis report on various trends to IRDAI
Management Trainee
Star Union Dai-ichi Life Insurance Company Ltd
03.2018 - 03.2019
- Analyzing & processing proposals.
- Research of test module for OTC (Over the counter) insurance product selling.
- Reducing TAT for the loop consisting of pre-medical tests to policy issuance.
Education
PGDM - Insurance & Risk Management
Birla Institute of Management Technology
06.2018
Skills
- Key Client Stakeholder Management
- Problem Solving
- Analytical & Critical Thinking
- Service Query Resolution
- Stakeholder Collaboration
- Data Analysis
- Revenue contribution
INTERNSHIPS
- ICICI Lombard Pvt. Ltd - Analysis of Motor Claims
- Processes and thus developing various mechanisms to minimize the penal interest costs, admin costs & legal costs.
- Max Life Insurance Company Pvt. Ltd - Understanding Life Underwriting Process
Accomplishments
- Awarded customer centric title being north & east service head
- Recognised by management for Unclaimed Fund Project for reducing ABSLI unclaimed fund bucket
Certification
- CBAP - Certified Business Analysis Professional from IIBA, Canada
Timeline
Deputy Chief Manager
Aditya Birla Sunlife Insurance Company Ltd
01.2021 - Current
Manager
Star Union Dai-ichi Life Insurance Company Ltd
03.2019 - 12.2020
Management Trainee
Star Union Dai-ichi Life Insurance Company Ltd
03.2018 - 03.2019
PGDM - Insurance & Risk Management
Birla Institute of Management Technology
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