Spoorthi M P
Senior Corparate Agency Manager
Bengaluru,KA
Summary
Accomplished Insurance Executive with a proven track record at HDFC Life, enhancing client portfolios and boosting sales through strategic planning and excellent communication. Expert in underwriting and risk analysis, with a knack for innovation and fostering teamwork. Demonstrated success in improving agency profitability and client engagement.
Overview
4
4
years of professional experience
Work History
Insurance Executive
HDFC Life
09.2022 - Current
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Guided agents through life, health, property and casualty insurance licensing and renewal processes.
- Cultivated mutually beneficial client relationships through telephone calls and meetings.
- Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
Insurance Underwriter
EOX Vantage
06.2020 - 09.2022
- Collaborated with agents to develop customized insurance packages, meeting specific client needs.
- Reviewed policy documents before issuance, ensuring accuracy and conformance to approved standards.
- Conducted comprehensive risk analyses, ensuring accurate pricing for various types of insurance policies.
- Increased profitability by accurately assessing potential exposure levels and determining appropriate premium rates.
Education
Bachelor of Engineering - Computer Science
G Madegowda Institute Of Technology
Mandya, India 04.2001 -
Skills
Contract review and analysis
Data analytics
Case study presentations
Innovation mindset
Claims management
Underwriting expertise
Teamwork
Customer follow-up
Teamwork and collaboration
Customer service
Problem-solving
Customer engagement
Time management
Problem-solving abilities
Insurance policy sales
Excellent communication
Sales reporting
Product knowledge
Policy renewals
Market research
Strategic planning
Cold calling
Presentation skills
Timeline
Insurance Executive
HDFC Life
09.2022 - Current
Insurance Underwriter
EOX Vantage
06.2020 - 09.2022
Bachelor of Engineering - Computer Science
G Madegowda Institute Of Technology
04.2001 -
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