Tania Kar
Bangalore
Summary
A strategic business professional with over 12 years of experience in Customer Success, Client servicing, Key accounts & Project management delivering dynamic presentations, liaising with cross functional internal teams and cultivating strong customer relationships. A well-seasoned player in the field of cross selling, suggestive selling, retention, managing medium to large size accounts end to end.
Overview
11
11
years of professional experience
Work History
Assistant Vice-President
Willis Tower Watson
Bangalore, India
03.2026 - Current
- Leading the GCC & GBM client relationship team - health and benefits. Conduct through the assessment of client insurance requirements by analysing their existing coverage, evaluating risk and understanding their financial goal. Effectively consult and design the benefit plan for the corporate basis their requirement.
- Relationship building - Build and maintain strong relationship with clients to foster loyalty and long term partnership.
- Market research- Stay updated with industry trends, market conditions and change in insurance regulations. Conduct regular market research to identify emerging opportunities and competitive pricing.
- Collaboration- Collaborate with internal stakeholders to provide seamless experience to client.
- Drive the renewal process, assembling the appropriate team to develop and implement client specific renewal strategy. Also take care of cross sell , upsell , suggestive sell and new business opportunities.
Senior Manager
Aon India Insurance Broker
Bangalore, India
07.2024 - 02.2026
- Built and maintained strong, long-lasting customer relationships to support business growth and client retention. Handling multiple large accounts which
- Core job role involves handling of clients, closing of escalations within the defined TAT
- Take care of QBR along with on time renewal , upsell & cross-sell of accounts
- Taking care of the Group Medical Cover (GMC)Group Personnel, Accident Policy (GPA) & Group Term Life Policy ( GTL)
- Acts as an consultant to recommend the company HR regarding which service line is best suited for the organisation
- Managed a portfolio of key accounts, consistently exceeding targets for client retention and satisfaction.
- Coordinated with cross-functional teams to address and resolve customer escalations effectively.
- Participated in weekly team meetings to discuss challenging cases and share best practices.
- Facilitated communication between customers and insurer to expedite resolution times.
Senior Manager
Ekincare
Bangalore
05.2023 - 06.2024
- Handling mid to large accounts managing corporate wellness segment focusing on b2b market
- Responsible for increasing the utilization by suggesting the HR folks on different strategies to promote wellness and well-being among the employees
- Lead point of contact for the corporate HRs
- Take care of MGM & QBR along with on time renewal, upsell & cross-sell of accounts
- Co-ordinate with Ops, Network, Finance and Tech for smooth execution
Senior Manager
Prudent Insurance
Bangalore
10.2022 - 04.2023
- Handling multiple large accounts which generates a yearly revenue of 100 crores
- Core job role involves handling of clients, closing of escalations within the defined TAT
- Taking care of the Group Medical Cover (GMC)
- Group Personnel Accident Policy (GPA)
- Liaison between Corporates (HR Leads) and Insurance company to book the insurance Policy
Manager
MediBuddy
Bangalore
12.2021 - 10.2022
- Responsible for handling and upkeep of the strategic account of TCS with an overall turnover of 160 crores
- Initiating New programs to spike up the utilization
- Worked on ABM strategy to lead the big shark accounts
- Being part of the corporate business unit, working closely with the P&L head to design the business strategy
- Managing various projects like round table conferences, webinars, panel discussions with CHRO & Wellness leaders
Assistant Manager
Medibuddy
Bangalore
10.2020 - 11.2021
- Taking care of the corporate wellness segment, handling various programs like Annual Health Check-up, Home health check-up
- Tele-consultation, Dental healthcare, Pharmacy, Infinity etc
- In charge for increasing the employee utilization of programs, handling escalated employee complaints, working closely with the network team and increasing the networks
- Prepare stratification reports and RCA reports for client and the leadership team
- Lead point of contact for TCS wellness leaders & corporate HR spocs for any queries and issues
- Handling TCS account with 5.5 lakhs employees and an annual turnover of 160 crores
- Maintaining SLA & TAT and delivery of requests
- Weekly meeting with stakeholders to keep the process on track
- Collaborate with OPS and support teams for day-to-day escalations management
- Taking care of various onsite session / wellness webinar
Team Lead
Vantage Agora
Bangalore
09.2018 - 08.2019
- Managing a team of 25 people, servicing clients from US and Canada
- SPOC for the onshore client, coordinating with internal stakeholders to ensure smooth operations
- Handling new process and project of onshore
- Audit insurance data for India Team, provide process training
- Ensuring SOPs are following and aligning team as per the defined KRAs
- Driving the team to maintain accuracy & SLA
Process Specialist
XL Catlin
Bangalore
11.2015 - 08.2018
- Handling the role of process specialist for operations
- This role focusses on process standardization, business reports & connects with On-shore team
- Key team player and SPOC for onshore team
- Connecting with onshore team, resolving the issues as per TATs providing & connecting with the internal stakeholders
- Looking after the operations of London market and majority of Lloyds bank
Education
Post-Graduation - Banking Management
01.2015
Graduation - Finance & Accountancy
Calcutta university
01.2013
12th -
CBSE
01.2010
10th -
CBSE
01.2008
Skills
- MS Office
- Team Management Skills
- Training
- Communication Skills
- Analytical Skills
- Maintaining good rapport with the client
Accomplishments
- Cross-sold home health & Tele-consultation during Covid19 generating additional revenue of 30 crore.
- Recognized by the client multiple times for performance especially for taking care of SP level employees.
- Took end to end ownership of US process and ensured the same was closed with Indian team by bringing up the team efficiency to 98%.
- Introduced a new workflow system in P&C which saved almost 1 hour's work for employees & in turn contributed to company's additional savings of approx. 50 lakh.
Timeline
Assistant Vice-President
Willis Tower Watson
03.2026 - Current
Senior Manager
Aon India Insurance Broker
07.2024 - 02.2026
Senior Manager
Ekincare
05.2023 - 06.2024
Senior Manager
Prudent Insurance
10.2022 - 04.2023
Manager
MediBuddy
12.2021 - 10.2022
Assistant Manager
Medibuddy
10.2020 - 11.2021
Team Lead
Vantage Agora
09.2018 - 08.2019
Process Specialist
XL Catlin
11.2015 - 08.2018
Post-Graduation - Banking Management
Graduation - Finance & Accountancy
Calcutta university
12th -
CBSE
10th -
CBSE