Ravindra Subhash Mane

• Managing the “Corporate Client Portfolio” of approximately 56 CR premium clients
• Retrieving the GMC, GPA GTL, policy along with placement sheet which are given for policy booking.
• Doing the addition/deletion & promotion data fortnightly or monthly basis.
• Taking follow-up with insurance company for endorsement.
• Sending the monthly analysis report to account manager
• Preparing the CD statement in monthly basis and same checking with insurer
• Endorsement process within in TAT
• Resolving the pending claim regarding endorsement.
• Preparing the brokerage booking weekly basis Academic Qualification Work Experience
• Preparing the endorsement tracker weekly basis along with team members. Same is published to regional.
• Resolving the insurer portal issue for the day one data as well as endorsement purpose.
• Managing internal portal queries and escalations

• Taking the no Claim confirmation for deletion data ( If any claim is received so would not pay refund amount to employee )

• Collaborated with other department heads to align organizational goals and maximize efficiency across all departments.
• Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
• Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
  

Employee benefit
• Doing the day one data for policy booking purpose
•Doing reconciliation of CD Statement and data

Non- Employee benefit
• Handling the motor group insurance
1 Sending the monthly report to Client (CD statement and Master data)
2Doing the monthly issuance policy in advance and sending to employee
3 Resolving Claims Escalation and Grievances.
• Handling the property, electronic equipment, portable insurance policy.
1 Doing the addition/deletion & promotion data fortnightly or monthly same is share to insurer.
2 Sending the monthly report to Client (CD statement and Master data)
• Doing the brokerage data monthly basis and share to internal team for booking purpose.
• Knowledge of the excel function (advance pivot, convert text to columns, freeze, shortcut keys)
•Resolved problems with high-profile customers to maintain relationships and increase return customer base.

• Produced tables, pivot reports and charts for use in key decision-making processes.
• Generated reports each month covering pipeline data.
• Reduced data processing time with the implementation of efficient automation tools and techniques.
• Doing the coordination with ZSM (zonal head) and TSM for report purpose.
• Doing the monthly PPT for sales achievement, purchase order and quotation data
• Resoling the HO escalation on top priority
• Making the daily sales achievement report and sending it to state level.
• Taking daily follow-up with state leave for daily activity.
  

CRM & Enrollment Activity

• Managing the “Corporate Client Portfolio” of approximately 50 crores

• Looking at the GMC, GPA GTL policy. • Preparing the PPT as per insurer norms.

• Resolving Claims Escalation and Grievances

• Maintaining to the claim process in TAT

• Setups the auto mails for settlement letter and deficiency letter.

• Maintaining the daily claim tacker day to day, and same sharing to TPA for updated claim status

• Doing the addition/deletion & promotion data fortnightly or monthly basis.

• Taking follow-up with insurance company for endorsement.

• Sending the monthly analysis report to client.

• Preparing the CD statement in monthly basis and same tally with insurer

• Endorsement process within in TAT

• Resolving the pending claim regarding endorsement.

• Preparing the day one data for policy booking as well as taking follow-up with insurer for policy copy.

• Resolving the insurer portal issue for the day one data as well as endorsement purpose.

• Managing internal portal queries and escalations

• Taking the no Claim confirmation for deletion data ( If any claim is received so would not pay refund amount to employee )

Helpdesk Activity

· Handling Helpdesk schedule.

· Visiting to Corporate as help desk person

· Handling queries of HR/Employee through emails& Calls and resolving them.

· Maintaining claim tracer.

· Scrutinizes of claim file on the corporate desk and gives the information to employee for rest of document.

· Helping the Team with the work.

Wellness & cashless Activity

· I have coordinated with HR as well as well wellness person for arranging the wellness camp and good Place for the event purpose.

· Taking feedback for wellness activity by HR along with everyone employee.

· I have visit to hospital for cashless facility also fill-up the form and taking DR signature for further approval.

· Taking follow-up with TPA for cashless approval.

• Analyzed customer behavior patterns to identify opportunities for improved targeting and segmentation strategies.
• Enhanced customer relationships by implementing tailored CRM strategies and personalized marketing campaigns.
• Handling queries of HR/Employee through emails& Calls and resolve them.
• Guiding customers to apply for claims along with policy Terms & Conditions.
• Resolving the Customer/HR/Broker's queries related to claims and other issues.
• Maintaining claim tracker with TAT
• Follow-up with broker for endorsement and getting the same updated in system.
• Follow-up with doctors to get Reimbursement or Cashless request processed on time.
• Grievance resolution by taking follow up to the concern team.
• Tracking up the claims file for updating to the corporate client till the claim get settled.
• Taking follow-up for cheque dispatch details and NEFT details with backend and banks.
• Maintaining day to day activities on the worksheet.
• Preparing & Sending Day-to-Day MIS to Corporate branch.
• Scrutiny of claim file
• Recovery of claims

· Handling Corporate of Reliance Capital Group.

· Handling claims department.

· Guiding customers to apply for claims along with policy Terms & Conditions.

· Register claims in system.

· Maintaining day to day activities on the worksheet.

· Assisting in MIS Preparation.

· Handling Deficiency Queries raised by Customer.

· Updating the claims in system & tabulation of claim

· Insurance company wise filling of claims papers

· Deficiency letters send to Employees.

· IR (information required) calling of Employees.

· Work on MIS

· Helping for processing

· Scrutiny of claim file

· Handling claims department.

· Making files data of paid & Deficiency.

· Retrieve claims file.

· Segregate claim files (Do wise & insurer wise)

· Deficiency document attached to claim files (insurer wise)

· Deficiency letters send to Brokers & Employees

· Maintaining and arranging audit claims files

· Generating intimation number and claim number.

· Scanning claim files.