Results-driven insurance broking professional with a strong focus on customer service and retention. Demonstrates exceptional productivity through effective client relationship management, policy customization, and thorough market analysis. Proven communication and problem-solving skills enhance the ability to adapt to dynamic environments, consistently exceeding customer satisfaction goals.
Overview
10
10
years of professional experience
Work History
Deputy Manager of Customer Service
Futurisk Insurance Broking Co Pvt Ltd
Bangalore
01.2018 - Current
Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.
Maintained knowledge of company products and services to promptly resolve complaints and concerns.
Monitored customer feedback in order to assess satisfaction levels with services provided.
Developed appropriate quotes based on risk information.
Provided guidance and advice to clients regarding their health insurance plans.
Participated in weekly training sessions to improve product knowledge and enhance company growth.
Achieved repeat business and referrals through personalized services.
Researched new products in order to provide more comprehensive coverage options for clients.
Reviewed claims data to identify areas of potential savings or improvement.
Negotiated rates and benefits packages with underwriters and carriers
Prioritized and organized tasks to efficiently accomplish service goals.
Assisted with the enrollment of new employees into health insurance plans.
Monitored clients' insurance coverages to ensure changing needs were met.
Provided guidance and support throughout the renewal process for existing clients.
Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
Maintained accurate records of all transactions related to client accounts.
Created reports outlining utilization trends of employer health policies.
Sought out new clients and developed clientele by networking to find new customers.
Explained coverage options to potential policyholders, answering questions or concerns.
Conducted employee education sessions on topics related to health insurance coverage.
Maintained organized records of all correspondence between employers and insurers.
Performed audits of premium payments received from employers against those utilized by the insurers.
Analyzed corporate needs to identify appropriate coverage levels.
Monitored industry trends related to employer health insurance policies.
Evaluated requests from employers for additional services or coverage options not currently offered by their plan.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Completed day-to-day duties accurately and efficiently.
Utilized various software and tools to streamline processes and optimize performance.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Customer Relations Manager
Medi Assist Insurance TPA Pvt. Ltd.
Bengaluru
01.2015 - 10.2017
Responded promptly to client inquiries via phone and email.
Resolved customer queries related to health insurance claims—cashless/reimbursements.
Provided advice and guidance to customers regarding health insurance plans, coverage options, and benefits.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Worked effectively in team environments to make the workplace more productive.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Recognized by management for providing exceptional customer service.
Analyzed medical bills for accuracy prior to payment approval.
Reviewed patients' insurance coverage, deductibles, possible insurance carrier payments and remaining balances not covered under policies.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Utilized various software and tools to streamline processes and optimize performance.
Education
Bachelor of Engineering - Electronics And Communications Engineering
Sapthagiri College of Engineering
Dharmapuri
04-2014
Higher Secondary - Computer Science
Town Higher Secondary School
Kumbakonam
04-2010
SSLC -
Town Higher Secondary School
Kumbakonam
04-2008
Skills
Escalation management
New hire training
Decision-making capacity
Policy analysis expertise
Claims management
Negotiation abilities
Quotes and sales
Client retention
Upselling and cross-selling
Languages
Tamil
First Language
English
Advanced (C1)
C1
Kannada
Beginner
A1
Timeline
Deputy Manager of Customer Service
Futurisk Insurance Broking Co Pvt Ltd
01.2018 - Current
Customer Relations Manager
Medi Assist Insurance TPA Pvt. Ltd.
01.2015 - 10.2017
Bachelor of Engineering - Electronics And Communications Engineering
Sapthagiri College of Engineering
Higher Secondary - Computer Science
Town Higher Secondary School
SSLC -
Town Higher Secondary School
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