Sakshi Laxmikant Surushe
Pune
Summary
Experienced insurance professional skilled in handling diverse policies including motor, health, travel, and workers' compensation. Expertise in managing client relationships, resolving policy inquiries, processing renewals, and facilitating claims. Focused on achieving customer satisfaction and maintaining exceptional service quality.
Overview
6
6
years of professional experience
Work History
Customer Relationship Manager -Tele sales
Godigit General Insurance limited
Pune
08.2024 - 10.2025
- Handled customer inquiries regarding vehicle, health, travel, and workmen compensation insurance via chat and email with precision.
- Guided customers through policy purchase, renewal, endorsement, cancellation, and claims processes.
- Provided clear instructions on claim intimation, document submission, and status updates.
- Maintained accurate records of customer interactions in CRM systems for timely follow-ups.
- Delivered prompt resolutions of service requests while adhering to SLA requirements.
- Ensured compliance with IRDAI guidelines and data privacy regulations during customer interactions.
- Clarified policy terms and conditions to customers in straightforward language.
- Collaborated with underwriting, claims, and operations teams to resolve complex issues effectively.
Sales Manager
Elixir spoken English
Talegon
05.2022 - 07.2024
- Formulated sales strategies that elevated revenue and expanded market share.
- Managed team of sales representatives, achieving consistent performance target fulfillment.
- Conducted market research to identify new business opportunities and emerging trends.
- Trained and mentored new sales staff on best practices and company policies.
- Collaborated with marketing to create impactful promotional campaigns and materials.
- Analyzed customer feedback to improve service delivery and product offerings.
- Cultivated strong relationships with key clients to enhance customer loyalty.
- Led regular sales meetings to evaluate progress and align team objectives.
Sales Coordinator
Schaeffler India pvt ltd
03.2020 - 04.2022
- Managed sales operations and client relationships within bearing manufacturing sector.
- Coordinated sales schedules and organized meetings to promote team efficiency.
- Handled customer inquiries and resolved issues to maintain long-term client satisfaction.
- Prepared and analyzed sales reports using CRM tools to track performance metrics.
- Assisted with marketing campaigns and developed promotional materials to increase product visibility.
- Maintained inventory records and coordinated order tracking to streamline workflows.
- Trained new staff on product knowledge and effective sales techniques for improved performance.
Education
Master of Business administration -
Pratibha Institute
06.2024
Bachelor of business administration -
ASM institute Pune
Skills
- Excellent Verbal Communication
- Multitasking
- Time Management
- Adaptability to new process and products
- Customer Handling
- Attention to details and Accuracy
- Complaint Handling & Escalation Management
- Knowledge of Escalation Matrix
- Ticketing & Helpdesk Systems
- Knowledge of Policy Portals & Internal Dashboards
Languages
- English
- Hindi
- Marathi
Personal Information
Date of Birth: 11/22/01
Timeline
Customer Relationship Manager -Tele sales
Godigit General Insurance limited
08.2024 - 10.2025
Sales Manager
Elixir spoken English
05.2022 - 07.2024
Sales Coordinator
Schaeffler India pvt ltd
03.2020 - 04.2022
Master of Business administration -
Pratibha Institute
Bachelor of business administration -
ASM institute Pune