Siddharth Sagar

• Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
• Delivered high-quality solutions for clients through comprehensive research and analysis of industry trends.
• Developed innovative strategies to address complex business challenges, resulting in increased profitability for clients.
• Help clients for the policy renewals and changes at the time of renewals and deal with insurer and insured.
• Support issuance of the policy document for the insured.
• Deals with endorsement, Policy cancellation, and rebooking
• Work on Tickets created by customers and internally for endorsements in health insurance
  Part of the escalations team deals with insured complaints, raises the issue to the insurer, and works on that.

Help clients for the policy renewals and changes at the time of renewals and deal with insurer and insured.

Support issuance of the policy document for the insured.

Deals with endorsement, Policy cancellation, and rebooking

Guide the clients related to his product.

Work on Tickets created by customers and internally for endorsements in health insurance

• Verification of customer documents and proposal forms as per given details
• Verification of customer eligibility as per insurer terms & conditions
Assisted and coordinated with customers with respect of completing further
requirement raised by insurer like counter offer and etc
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• Arranged customer medical to nearest diagnosis center and hospital
• To resolve customer queries and retention
• Part of quality documentation team and coordinate with insurer team
Assisted and coordinated with customer for policy issuance and updated to them
whole journey
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Coordinated with the Underwriting team to resolve issues of documentation &
medical reports
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• Prepared data sheet of Corrective and preventive cases for clients
• Updated to area vendor for visit customer site for support
• Logged customer complaints and providing online support with technician
• Coordinate with clients via virtual, mail and telephonic
• Closed customer complaints and share data with clients.
Provided advice to clients on the most suitable insurance policies for their
individual needs.
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• Developed and implemented strategies to maximize customer satisfaction.
Researched and analyzed market trends, competitor offerings, and industry
regulations.
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Generated detailed quotes for prospective customers based on their
requirements.
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Maintained accurate records of client profiles, policy details, and payment
histories.

• Excellent communication skills, both verbal and written.
• Worked well in a team setting, providing support and guidance.
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