Sameeksha Srivastava
Noida
Summary
Dynamic insurance professional with extensive experience, excelling in client account management and sales conversion. Proven track record in enhancing client satisfaction through effective policy management and risk analysis. Adept at liaising with insurance providers to deliver tailored solutions, driving business growth and retention.
Overview
10
10
years of professional experience
Work History
Assistant Manager
Securenow Insurance brokers pvt. Ltd.
Noida
02.2023 - 08.2023
- Managed Employee Benefit and Non-Employee Benefit client accounts independently.
- Converted sales leads into business opportunities, achieving target goals for client retention.
- Liaised with insurance companies, including ICICI Lombard and Bajaj Allianz, for retail and corporate purposes.
- Organized health camps and wellness activities to enhance services for existing EB clients.
- Provided post-sale services and support to ensure client satisfaction.
Senior Executive
J.B. Boda Insurance & Reinsurance Brokers Pvt. Ltd.
Noida
03.2020 - 02.2023
- Managed local and global Employee Benefit and Non-Employee Benefit client accounts.
- Maintained accurate customer records to ensure seamless sales and service continuity.
- Developed techno-functional expertise in products, procedures, and frameworks for optimal service delivery.
- Conducted client visits to analyze risks and assess insurance requirements.
- Arranged insurance quotes based on risk inspection reports and client specifications.
- Compared insurance terms from multiple providers during underwriting processes to meet client needs.
Senior Executive
Optima Insurance Brokers Pvt. Ltd
New Delhi
01.2016 - 03.2020
- Conducted research on insurance companies and policies to provide comprehensive client explanations.
- Prepared detailed reports for insurance underwriters, ensuring timely policy issuance through thorough audits.
- Edited policy documents to incorporate significant details via endorsements when initially omitted.
- Maintained accurate records of all policies in company software, ensuring effective management of renewals.
- Handled inquiries related to payment issues, detail changes, or cancellations with efficiency.
- Ensured prompt and efficient resolution of customer inquiries, enhancing overall client experience.
- Recorded policy and endorsement details in Saiba, generating reports to evaluate business performance.
- Coordinated endorsements and certificates for client-requested amendments throughout the policy year.
Executive
Zuari Insurance Brokers Pvt. Ltd.
New Delhi
07.2013 - 01.2016
- Handled inquiries from new and existing clients regarding health insurance policies.
- Sent proposal emails to clients and followed up via calls or emails.
- Negotiated renewal terms with insurance companies to align with client needs.
- Collected premium payments from clients, confirming transactions with insurance providers.
- Successfully converted renewal leads into business for life, motor, and health insurance policies.
- Recorded all renewal and new cases in Saiba for comprehensive business assessment.
Education
MBA - Recruitment & Finance
01.2014
B.com -
01.2012
10+2 -
UP Board
01.2009
10th -
UP Board
01.2007
Skills
- Client account management
- Sales conversion
- Insurance liaising
- Client satisfaction
- Risk analysis
- Insurance quoting
- Policy management
- Data management
- Team leadership
- Problem solving
Timeline
Assistant Manager
Securenow Insurance brokers pvt. Ltd.
02.2023 - 08.2023
Senior Executive
J.B. Boda Insurance & Reinsurance Brokers Pvt. Ltd.
03.2020 - 02.2023
Senior Executive
Optima Insurance Brokers Pvt. Ltd
01.2016 - 03.2020
Executive
Zuari Insurance Brokers Pvt. Ltd.
07.2013 - 01.2016
MBA - Recruitment & Finance
B.com -
10+2 -
UP Board
10th -
UP Board
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