RICHA PRASAD
Bangalore
Summary
Results-oriented insurance executive with a three-year background in increasing retentions and expanding client bases in the insurance domain. Leveraging leadership development and in-depth knowledge of market trends, successfully formulating strategies to elevate operational efficiency and client satisfaction through efficient planning and execution. Recognized for fostering team collaboration and adaptability to changing market demands. Expertise in risk management, policy development, operations, and customer relationship management, driving success in the insurance industry.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Executive
Genius Consultants Private Limited
Kolkata
02.2022 - 09.2023
- Processed insurance applications, renewal, cancellation and payments and conducted fact finding to generate and follow up on insurance quotations and endorsements.
- Handled confidential PI(Personal Information) and documents and served almost 100+ clients across 14 different branches.
- Engaged in cross-selling practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Guided agents through life, health, property and casualty insurance licensing and renewal processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
Operations Executive
MayBright Ventures Private Limited (MPokket)
Kolkata
02.2021 - 01.2022
- Monitored and analyzed performance data for 100 clients, including low-range to high-range ones to identify areas for improvement.
- Communicated with customers and resolved their issue and concerns related to KYC and onboarding.
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Coordinated seamless communication between departments, resulting in enhanced collaboration efforts across the organization.
- Worked with cross-functional teams to achieve company goals and handled administrative matters related to daily operations and business development
- Oversaw daily operations activities, ensuring smooth functioning across all departments while maintaining high-quality standards.
Customer Relationship Manager
Kochar Tech Private Limited
Kolkata
09.2020 - 01.2021
- Analyzed customer data to identify trends and opportunities for improvement
- Provided guidance and support to more than 500 customers on product related matters and created efficient support strategies to increase customer retention.
- Developed long-term relationships with customers through personalized interactions, ensuring loyalty and repeat business.
- Created detailed client profiles within the CRM system, enabling tailored approaches when recommending products or services based on specific needs.
Education
MBA - Finance and HR
Dr B.C. Roy Engineering College
BBA - Business Administration
Dr B.C. Roy Engineering College
Skills
- Insurance Administration
- Operational Efficiency Management
- Data Interpretation
- Claims management
- Contract review and analysis
- Contract Evaluation
- Case study presentations
- Data analytics
- MIS reporting
- Microsoft Excel
Certification
- NPTEL online certification for Soft Skills for Negotiation and Marketing strategies
- NPTEL online certification for Developing Soft Skills and Personality
Personal Information
Timeline
Insurance Executive
Genius Consultants Private Limited
02.2022 - 09.2023
Operations Executive
MayBright Ventures Private Limited (MPokket)
02.2021 - 01.2022
Customer Relationship Manager
Kochar Tech Private Limited
09.2020 - 01.2021
MBA - Finance and HR
Dr B.C. Roy Engineering College
BBA - Business Administration
Dr B.C. Roy Engineering College
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