Priyanka Patil Raorane
Manager - Client Retention
Navi Mumbai
Summary
To work in a competitive environment with highly qualified professionals where I can leverage my strengths and polish my skills to contribute towards mutual growth.
Overview
11
11
years of professional experience
4020
4020
years of post-secondary education
3
3
Languages
Work History
ACM Manager Client retention
Policybazaar Insurance brokers
09.2024 - Current
- Build and maintain long-term relationships with clients to ensure satisfaction
- Regularly meet with clients to understand their evolving needs and challenges
- Act as the primary point of contact for client queries, concerns, and requests
- Monitor and ensure timely renewal of policies
- Review clients’ portfolios to ensure they are adequately covered based on their evolving needs
- Assist clients with policy amendments and endorsements
- Oversee the claims process to ensure smooth, efficient, and timely resolution
- Work closely with internal teams (sales, underwriting, claims) to ensure seamless service delivery to clients
- Maintain up-to-date knowledge of insurance products, market trends, and competitors
- Maintain accurate records and reports on client interactions, policies, claims, and financial performance
- Ensure clients are satisfied with the services provided, leading to long-term retention
Manager (GI) – Client Servicing & EB Placement
Anand Rathi Insurance Brokers
03.2017 - 09.2024
- Reporting to Associate Director
- Managing Client Servicing & Placement (EB)
- Arrangement of best competitive quote from market for EB proposals and good business closures
- Preparing detailed Quote Comparison on EB policies for client & GAP Analysis report
- Maintained and nurtured relationships with stakeholders at all levels to ensure successful implementation and ongoing client satisfaction
- Building client relationship with periodical client visit and sharing portfolio performance review report along with market updates, if any
- Implementing tech platform (PP) along with mobile app, chatbot for better user experience & roll out wellness calendar
- Strategizing & initiating renewal process 90-60 days in advance
- Client benefit benchmark to understand current benefit percentile as compared to peers/industry to take sound decision while changing any benefits
- Collaborating with Sales team to understand cross sell opportunity in respective client and initiate discussion with client for cross sell
- Creating customer awareness with regular market updates
- Handling Operations and monitoring the activities of TPA’s & Insurance Companies
- Strict SLA/TAT adherence for various process
- 100% Client retention
- Nurturing team performance through weekly and monthly review
Team Coach
Health Prime Services Pvt. Ltd
12.2013 - 03.2017
- Handling team of 8 members
- Work assignment and audit of their work
- Client reporting, work on client emails
- Claim submission
- Working under US operation
- Operating NEXTGEN software
- Insurance data Validation
- MIS Report preparation
- Working on claim rejections and Claim denials
- Working on client queries and provide them satisfactory solution
- Arrange monthly meetings with US client coordinators
Education
Bachelor’s degree - management studies
M. L. Dahanukar College
01.2012 - 01.2013
H.S.C. - commerce
Kirti College
Mumbai, MaharashtraS.S.C. School certificate -
Saraswati Mandir Mahim
Mumbai, MaharashtraSkills
Team leadership
Areas Of Exposure
- Maintaining cordial relations with clients to sustain the profitability of the business.
- Handling client’s grievances and resolving their issues for retention.
- Maintaining healthy relationship with Insurance company
Disclaimer
I hereby declare that the above information is correct to the best of my knowledge and belief.
Timeline
ACM Manager Client retention
Policybazaar Insurance brokers
09.2024 - Current
Manager (GI) – Client Servicing & EB Placement
Anand Rathi Insurance Brokers
03.2017 - 09.2024
Team Coach
Health Prime Services Pvt. Ltd
12.2013 - 03.2017
Bachelor’s degree - management studies
M. L. Dahanukar College
01.2012 - 01.2013
H.S.C. - commerce
Kirti College
S.S.C. School certificate -
Saraswati Mandir Mahim
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