Dynamic Team Leader with a proven track record in claims processing and policy management. Expertise in risk assessment and workflow optimization, driving efficiency and enhancing client satisfaction.
Overview
12
12
years of professional experience
Work History
Team Leader
Coverfox Insurance Broking Pvt Ltd
Mumbai
10.2023 - Current
Led a team of brokers in delivering exceptional client service.
Facilitated communication between clients and underwriters for effective policy management.
Implemented best practices for risk assessment and policy recommendations.
Maintaining client CD accounts for policy issuance.
Managed WhatsApp groups for all states to facilitate policy issuance.
Verifying all documents required for policy issuance and assigned them to the advisor.
Maintained all clients endorsements, refunds, and claims.
Senior operation Executive
Coverfox Insurance Broking Pvt Ltd
mumbai
08.2020 - 10.2023
Streamlined operational workflows to enhance efficiency across multiple departments.
Led cross-functional teams in implementing process improvements and best practices.
Motor claim, Motor Endorsement, Motor Policy issuance, Motor Refund, and Cancellation ,,Handling Dealer (POST QUERY)
Intimating Motor Private claims on toll-free number within 24 hours of claims.
Coordinating with the insurer for the customer claim procedure and settlement.
Coordinating with the surveyor to assign the claim and to know the status of the claim.
Every weekly, monthly, and quarterly meeting will be held with my teammates (to address areas where we are lacking).
Using the Freshdesk Portal for Raising the Ticket for Motor Endorsement after request received from the Customer.
Checking and Verifying all the Documents required for raising the Endorsement (Financial and Non-Financial).
Coordinating with the insurer until the closure of the case.
Coordinating with the surveyor to assign the claim and to know the status of the claim.
Every weekly, monthly, and quarterly meeting will be held with my teammates (to address areas where we are lacking).
Checking and Verifying all the Documents required for raising the Endorsement (Financial and Non-Financial).
SLA 75% Endorsement cases closure within TAT (Non-Financial and Financial).
Policy issuance cases raising the ticket and follow up with the insurer, and uploading the same on Coverfox portal.
SLA for Policy Issuance: 80% closure of the cases within 24 hours.
The case is processed for refund and cancellation to the insurer, as per the required documents for processing.
SLA for Refund and Cancellation: 60% closure of the cases within 15 working days.
Coordinating with all the PSU and non-PSU companies,like Oriental, United, New India, etc.
Every week, meeting with the insurer to discuss how the claim process can be more streamlined.
Operations Executive
Coverfox Insurance Broking Pvt Ltd
Mumbai
03.2018 - 08.2020
Job Profile:
Job Profile: Motor claim, Motor Endorsement, Motor Policy issuance, Motor Refund, and Cancellation ,,Handling Dealer (POST QUERY)
Intimating Motor Private claims on toll-free number within 24 hours of claims.
Coordinating with the insurer for the customer claim procedure and settlement.
Coordinating with the surveyor to assign the claim and to know the status of the claim.
Every weekly, monthly, and quarterly meeting will be held with my teammates (to address areas where we are lacking).
Using the Freshdesk Portal for Raising the Ticket for Motor Endorsement after request received from the Customer.
Checking and Verifying all the Documents required for raising the Endorsement (Financial and Non-Financial).
Coordinating with the insurer until the closure of the case.
Motor Sales Advisor
Coverfox Insurance Broking Pvt Ltd
Mumbai
01.2016 - 03.2018
Advised clients on insurance products and coverage options.
Assisted in processing policy applications and renewals efficiently.
Educated customers about insurance terms and conditions clearly.
Provided customers with information on products and services available.
Answered requests and concerns with friendly and knowledgeable service.
Health Sales Advisor (TATA AIG)
Andromeda BPO Pvt Ltd
Mumbai
01.2014 - 12.2015
Assisted clients in selecting appropriate health insurance plans based on needs.
Explained policy details and coverage options to potential customers clearly.
Collaborated with team members to achieve sales targets consistently.
Handled customer inquiries and resolved issues promptly and professionally.
Education
BACHELORS PROGRAM IN BUSINESS ADMINISTRATION - Commerce
RAJIV GANDI INSTITUTE OF MANAGEMENT & TECHNOLOGY
MUMBAI
05-2017
High School Diploma -
St. Jude's High School
Mumbai
09-2010
Skills
Risk assessment
Policy management
Workflow optimization
Claims processing
Client onboarding
Customer relationship management
Problem-solving
Relationship building
Timeline
Team Leader
Coverfox Insurance Broking Pvt Ltd
10.2023 - Current
Senior operation Executive
Coverfox Insurance Broking Pvt Ltd
08.2020 - 10.2023
Operations Executive
Coverfox Insurance Broking Pvt Ltd
03.2018 - 08.2020
Motor Sales Advisor
Coverfox Insurance Broking Pvt Ltd
01.2016 - 03.2018
Health Sales Advisor (TATA AIG)
Andromeda BPO Pvt Ltd
01.2014 - 12.2015
BACHELORS PROGRAM IN BUSINESS ADMINISTRATION - Commerce
In-Charge Principal at St. Xavier’s College, Mumbai (Empowered Autonomous Institute)In-Charge Principal at St. Xavier’s College, Mumbai (Empowered Autonomous Institute)