Sonal Prasad Bavalekar
Bhayandar
Summary
Efficient health and wellness manager with proven expertise in client relationship management and policy renewal. Skilled in data analysis and problem-solving, I have successfully enhanced client satisfaction and streamlined operations, driving significant improvements in service delivery and team performance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Manager-Health & Wellness
Livlong Insurance Brokers
Mumbai
05.2023 - Current
- Led team to enhance client service and satisfaction levels.
- Key account management of corporate clients for servicing the employee benefit and Non EB portfolio.
- Managed insurance policy renewals and client communications effectively.
- Building and maintaining business relationships with clients.
- Developed training programs for new employees and ongoing staff development.
- Coordinated cross-functional meetings to align business strategies and goals.
- Analysed market trends to inform product offerings and service improvements.
- Implemented digital tools for streamlined operations and improved efficiency.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Assigned tasks to associates to fit skill levels and maximise team performance.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Oversaw daily operations, maintaining efficiency and quality standards.
Deputy Manager-Key Clients
ManipalCigna Health Insurance Co. Ltd
Mumbai
06.2021 - 07.2022
- Managing day-to-day client experience by handling escalations and queries on claims, data management, CD, policy T&C, invoices, and endorsements.
- Studying, Amending and renewing the existing corporate clients.
- Facilitated communication between departments to improve workflow and service delivery.
- Analyzed customer feedback to identify areas for service improvement and development.
- Maintained records of all operational activities for future reference.
- Facilitating clients in their Wellness Initiatives by arranging Health Talks, Health Check Ups.
Manager-Health & Benefits
Global Insurance Brokers Ltd
Mumbai
02.2016 - 06.2021
- Dedicated contact for client & their employees at client location or off location for operational queries to ensure client needs and expectations are met.
- Maintaining key relationship with Insurance companies, third party agencies to ensure support, supervision & execution of processes to achieve seamless service and excellent quotes with maximum revenue.
- Leading the day-to-day client relationship and client experience by tracking all the client requests, such as endorsement, data and premium reconciliation, premium utilization, and CD statement.
- Sending renewal notices to the existing clients three months in advance of the renewal, and facilitating the renewal process by presenting the utilization review report and benchmarking of the policy terms.
- Discussing and assessing the client's current and future insurance needs.
- Quotes for procurement from all the insurers within the expected TAT.
- Negotiations with the insurer for better price & enhancement of revenue.
- Studying the received quotes & preparation of quote comparison report.
- Following Policy placement process (Arranging for Cheque collection/Held cover letter/policy/brokerage & co-insurance confirmation).
- Scrutinizing the policy document as per the final terms.
- Preparing Benefit Manual (PPT) and conducting orientation program for employees at client location for better understanding of the medical policies and to address their queries.
- Claims Management for the Medical, Accident and Death claims.
- Collection & scrutiny of reimbursement claim submission documents at client site with intimation to the employees for any deficiency documents in reimbursement claims.
- Supporting employee with information and process for all planned hospitalizations and help ensure hassle free cashless process for employees.
- Facilitating clients in their Wellness Initiatives by arranging Health Talks, Health Check Ups, Webinars etc.
- Regular meetings with Insurer/TPA/ for better relationship.
Senior Executive-CRIS
Howden Insurance Brokers Pvt. Ltd
Mumbai
12.2011 - 01.2016
- Support, streamline and standardize all the data and preparation of quote slips on its operational front for all lines of business majorly for employee benefits, Motor, SME property & Workmen Compensation proposals.
- Quotes procurement from all the insurers within the expected TAT.
- Interacting with sales teams to understand the complete account dynamics and expected terms.
- Negotiations with the insurer for better price & enhancement of revenue.
- Following Policy placement process (Arranging for Cheque collection/Held cover letter/policy/brokerage & coinsurance confirmation).
- Assistance to the accounts department for recovery of agreed brokerage from the respective insurer.
- Scrutinizing the policy document as per the final terms & Howdenizing the policy document before sending it to the client.
- Complete Handover to the operations team in terms of policy document or any other document related to policy placement.
- Regular meetings with insurer for better relationship & for timely response on quotes.
- Ensure support, supervision & execution of processes to achieve excellent quotes with maximum revenue.
Senior Executive
First Advantage Pvt.Ltd
Mumbai
07.2008 - 11.2011
- Responsible to conduct all employment checks on a timely manner via phone & e-mail.
- Document all information regarding verification with high quality and accuracy.
- Compile interim and final screening reports.
- Building and Maintaining business relationships with client.
Education
Graduation -
Mumbai University
Mumbai06.2008
Skills
- Client relationship management
- Policy renewal management
- Claims management
- Problem solving
- Team building
- Data analysis
Certification
- Diploma in Fellowship, Insurance Institute of India, 12/01/22
- Broker's Certificate, 04/01/24
Hobbies and Interests
- Listening to Music
- Watching Cricket
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 04/06/87
- Gender: Female
- Nationality: Indian
Accomplishments
- Global Insurance- Journey from a Helpdesk to a CRM, Managing their Biggest account(Axis Bank)
- Manipal Cigna- Spotlight employee of the quarter award
- Livlong Insurance- Effectively leading a team of 3 and managing renewals efficiently
Languages
Hindi
First Language
Timeline
Manager-Health & Wellness
Livlong Insurance Brokers
05.2023 - Current
Deputy Manager-Key Clients
ManipalCigna Health Insurance Co. Ltd
06.2021 - 07.2022
Manager-Health & Benefits
Global Insurance Brokers Ltd
02.2016 - 06.2021
Senior Executive-CRIS
Howden Insurance Brokers Pvt. Ltd
12.2011 - 01.2016
Senior Executive
First Advantage Pvt.Ltd
07.2008 - 11.2011
Graduation -
Mumbai University