SUPRIYA SATI
Gurugram
Summary
Accomplished in Sales & Marketing and Claims Management, with a proven track record at Shree Balaji Insurance Broker Pvt. Ltd., I excel in client acquisition and relationship building. Leveraging skills in Word, Excel, and team leadership, I consistently exceed sales targets and streamline claims processes, enhancing customer satisfaction and operational efficiency.
Overview
10
10
years of professional experience
Work History
Sales & Marketing
Shree Balaji Insurance Broker Pvt. Ltd.
Gurugram
08.2024 - Current
- Company Overview: Insurance brokerage providing a range of insurance products
- Client acquisition through professional networks, cold calls, and referrals
- Building and maintaining strong client relationships
- Discussing clients' insurance needs and recommending appropriate products
- Coordinating with underwriting teams for quotes
- Closing deals and obtaining premium cheques
- Addressing client inquiries and complaints
- Cross-selling and upselling insurance products
- Assisting clients with insurance claims
- Handling policy renewals and changes
- Staying updated with market trends
- Meeting and exceeding sales targets
- Insurance brokerage providing a range of insurance products
Marketing & Claims
Proclaim Insurance Surveyors and Loss Assessors Pvt. Ltd.
Gurugram
09.2023 - 07.2024
- Company Overview: Insurance surveyors providing claims assessment and marketing services
- Implementing marketing strategies
- Understanding and communicating organization services
- Networking and gaining trust of potential customers
- Managing claims inflow data and monthly MIS discussions
- Tracking survey fees and meeting for pending payments
- Resolving client escalations
- Insurance surveyors providing claims assessment and marketing services
Team Leader (Non-Motor, SME Claims)
Insurance Dekho – Girnar Insurance Brokers Pvt. Ltd.
Gurugram
12.2022 - 08.2023
- Company Overview: Insurance brokerage focused on various insurance products including claims
- Built claims processes from login to logout
- Supervising my claims team by establishing priorities, scheduling and assigning work
- Coaching team members in reviewing, analyzing, negotiating & settling claims
- Submitting Daily Data Report of tickets & claims to Claims Head
- Ensuring payments are made to the Insureds on time and timely resolution of client's escalations
- Conducting reviews and appraisals, handling resourcing issues
- Insurance brokerage focused on various insurance products including claims
Assistant Manager, Claims
Cogs Insurance Surveyors & Loss Assessors Pvt. Ltd.
Gurugram
03.2017 - 06.2022
- Company Overview: Insurance surveyors assessing various types of claims
- Timely surveys coordination of various Marine, Fire & Miscellaneous Claims
- Examining the loss event vis, a policy T&C
- Preparing ILA to ascertain the loss reserve & advising the same to the Insurance Company
- Maintaining MIS & analysis of claim status on daily basis
- Taking consent on assessment from Insured & submitting Final Survey Report to the Insurance Company within TAT
- Insurance surveyors assessing various types of claims
Sr. Executive, Claims
Absolute Insurance Surveyors & Loss Assessors Pvt. Ltd.
New Delhi
06.2015 - 10.2016
- Company Overview: Company specializing in claims surveying for various insurance products
- Timely claims management and customer service
- Coordination and communication with the Insured and Insurer regarding claims
- Ensuring adherence to policy conditions and terms
- Company specializing in claims surveying for various insurance products
Education
Masters in Business Administration -
Amity University
Noida01.2017
Bachelor of Arts -
Delhi University
Delhi01.2013
Intermediate -
CBSE
New Delhi01.2010
Skills
- Word
- Excel
- Presentation
- AI tools
- Net Surfing
- Team Leadership
- Sales & Marketing
Languages
- Hindi, Proficient
- English, Proficient
Personal Information
Date of Birth: 03/31/93
Passions
- Traveling and Making Connections
- Enjoys exploring new places and networking with new people.
Timeline
Sales & Marketing
Shree Balaji Insurance Broker Pvt. Ltd.
08.2024 - Current
Marketing & Claims
Proclaim Insurance Surveyors and Loss Assessors Pvt. Ltd.
09.2023 - 07.2024
Team Leader (Non-Motor, SME Claims)
Insurance Dekho – Girnar Insurance Brokers Pvt. Ltd.
12.2022 - 08.2023
Assistant Manager, Claims
Cogs Insurance Surveyors & Loss Assessors Pvt. Ltd.
03.2017 - 06.2022
Sr. Executive, Claims
Absolute Insurance Surveyors & Loss Assessors Pvt. Ltd.
06.2015 - 10.2016
Masters in Business Administration -
Amity University
Bachelor of Arts -
Delhi University
Intermediate -
CBSE
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