Richa Sharma

• Responsible for catering to prime corporate clients for Employee benefits policies.
• Employee Benefit Policies - Designing new policies and improvising old policies and processes Managing large, small PSUs and private corporate clients.
• Maintaining client relationship through visit corporate as and when required.
• Preparation of RFQ and QCR and placement slips. Procuring quotes / Negotiating with public & private insurers for various proposals.
• Regular coordinating with insurers for policy issuance and endorsements ,addition, deletion, RHL, payment receipts and other day to day operation.
• Responsible for maintaining client data, CD active dump, various MIS and internal reports and review PPTs for clients.
• Conducting orientation sessions at client location. Responsible for claim management, timely cashless processing and disbursement of reimbursement claims.
• Responsible for the Reimbursement Claims, Pre Authorization processes and other claims. Monitoring of claim documentation and clearance of discrepancies.
• Manage wellness activities for own company and other clients.
• Attend regular monthly review meetings with exiting corporate clients to satisfy queries related to claims, cashless, enrollment.
• Responsible for healthy working relationship with insurance companies and TPAs as per agreed SLAs.
• Coordinating with clients & Insurer for wellness activity's and Medicals checkups.
• Training Support - Hands-on experience in planning of organizing/facilitating various training.

• Arranging health camps, awareness talk, women's day activity and others fun games and activities.
• Employee Benefit Policies - Designing new policies and improvising old policies and processes.
• Benefit manual chart - Prepare and circulate to all employees.
• Responsible for monthly addition/deletion data, renewal data, data management, TPA and Insurer coordination.
• Responsible for Group Mediclaim/ Group personal accident/ Group term life claim assistance, claim follow-up, claim track records, monthly review of claim MIS and CD statement.
• Handled corporate clients for serving their Employee Benefit insurance portfolio.
• Prepared RFQ, Quote comparative and placement slips.
• Responsible for arranging the best quote from market and negotiate the best price.
• Monitoring of claim documentation and clearance of discrepancies.
• Responsible for on-boarding process.

Working with marketing team to provide services to maximize company's sales and growth.

• Coordinating with insurers for quote. Coordinating with corporate client for selling insurance products.
• Preparation with RFQ and Quote comparative.
• Data collection from various sources, Data analysis to find out the useful data for the company.
• Cold calling, schedule the meetings, client visit, selling the product.
• Cross selling of general Insurance Products. Generation leads and provide best of the products and services as per the need.