Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rupal bhanushali

senior sales executive
mumbai,MH

Summary

Dynamic Health Insurance Agent from HDFC ERGO General Insurance Company, adept in policy analysis and excellent communication. Excelled in securing industry-leading coverage and exceeding sales targets through effective client relations and teamwork. Skilled in navigating high-pressure situations, demonstrating continuous improvement with a focus on tailored client solutions.


started from an associate level now working as a senior executive in the current company


Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience

Work History

Health Insurance Agent

HDFC ERGO General Insurance Company
09.2020 - Current

.

  • Compiled and maintained client records to monitor health insurance policies and premiums paid.
  • Negotiated with insurers to secure industry-leading health insurance coverage for clients.
  • Currently into porting department,handling the customers who want to port there policy from a different company to HDFC ERGO
  • Educated clients about health insurance coverage options, benefits and costs.
  • Developed relationships with providers and networks to achieve favorable client coverage.
  • Consistently exceeded sales targets by thoroughly understanding each client''s unique needs and providing tailored solutions.
  • Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
  • Conducted regular follow-ups with clients to keep them informed of any pertinent updates or changes to their policies.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with Walk in customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.

Education

S.K. Somaiya College of Arts And Commerce
Mumbai, India
2017

Skills

    Policy analysis

    Financial Acumen

    Health Insurance Knowledge

    Customer follow-up

    Teamwork and Collaboration

    Data Entry

    Insurance Policy Sales

    Excellent Communication

    Sales Reporting

    Policy Renewals

    Client Relations

    Continuous Improvement

Languages

Hindi
English
Gujarati

Timeline

Health Insurance Agent

HDFC ERGO General Insurance Company
09.2020 - Current

S.K. Somaiya College of Arts And Commerce
Rupal bhanushalisenior sales executive