Sandeep Kumar
Sector - 58, Noida
Summary
Dynamic Operations Executive with a proven track record at EXL Services PVT LTD., specializing in policy development and data analysis. Expert in enhancing client relationships and ensuring regulatory compliance, leading to increased client satisfaction. Adept at adjusting commissions and crafting tailored endorsements, demonstrating strong attention to detail and effective communication skills.
Overview
2
2
years of professional experience
Work History
Operations Executive
EXL Services PVT LTD.
NOIDA
01.2024 - Current
- Specialized in whole life policy development.
- Scrutinized data submitted by clients.
- Adjusted commissions on existing policies.
- Created endorsement and amendment letters tailored to specific requirements.
- Completed checks on policy data prior to printing and distribution.
Insurance Consultant
HDFC ERGO GENERAL INSURANCE COMPANY
NOIDA
05.2023 - 01.2024
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Maintained accurate records of client information in CRM software system.
Education
Bachelor of Commerce - Accounting And Finance
PGDAV College (University of Delhi)
New Delhi06-2019
Senior Secondary School - Commerce
Dr K N Modi Science & Commerce College
Modinagar, Uttar Pradesh05-2016
Secondary School - Commerce
Dr. K N Modi Science & Commerce College
Modinagar, Uttar Pradesh05-2014
Skills
- Policy development
- Data analysis
- Commission adjustments
- Insurance coverage assessment
- Regulatory compliance
- Customer relationship management
- Attention to detail
- Effective communication
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Accomplishments
- Participation in Bhartiya Sanskriti Gyan Pariksha 2011,13
- 2nd Prize in National Children Science Congress 2013
- 2nd in the 5th Inter-School Quiz Competition, 2015
- 1st Prize in Science & Commerce Aptitude test 2015
- Member in "SATARK" Consumer Club Society 2019
Timeline
Operations Executive
EXL Services PVT LTD.
01.2024 - Current
Insurance Consultant
HDFC ERGO GENERAL INSURANCE COMPANY
05.2023 - 01.2024
Bachelor of Commerce - Accounting And Finance
PGDAV College (University of Delhi)
Senior Secondary School - Commerce
Dr K N Modi Science & Commerce College
Secondary School - Commerce
Dr. K N Modi Science & Commerce College
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