Pallavi Patel

Confident Relationship Manager successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs. Further success by strengthening staff training, streamlining internal systems and facilitating sales techniques.

• Father's Name: Anil.B.Patel
• Date of Birth: 01/19/88

• Business Development
• Joined Quickinsure insurance broker as a Business Development Manager for handling POSP's in the Maharashtra market
• Support them in taking quote, doing business, and helping them in case of claims and endorsement
• Coordinate with the internal teams for getting offline business booking and on boarding of POSP's.
• Maintained client correspondence, preferences, and sales on CRM systems for sales and marketing purposes.
• Used creativity, strategic thinking, and knowledge of current market trends to target and build relationships with potential customers.
• Identified opportunities for growth, expansion, and sales by conducting market research.
• Maximized sales opportunities by determining and standardizing best practices.
• Recruitment & Selection
• Participates in the development and implementation of the Department of Underwriting plans, inline with the corporate objectives.
• Manages the implementation of the Insurance Operations (Commercial Risks) Division (IOC) objectives, providing leadership and facilitating work processes in order to achieve high performance standards.
• Directs and manages the implementation of policy administration and ensures proper documentation of NBIs/policyoffers/policies issued/policies amended/renewed/closed and all other transactions.
• Interprets and implements change in IOC by providing guidance and support ,necessary for continuous improvement, to subordinates in the Division.

• Manage operations and productivity at an insurance company.
• Create and modify procedures and documents related to policies.
• Assisting in claims management.
• Identify and analyze risks associated with policies.
• Achieve target budgets.
• Minimize risk of financial loss.
• Obtain and oversee company insurance or related funds that management uses to cover costs such as disability benefits or lawsuits.
• Direct information for claimants.
• Preside over claims investigations.
• Review insurance policies.
• Manage insurance data for reports.
• Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits
• Determine premium rates.
• Ascertain cash reserves necessary to ensure payment of future benefits.

• General Management & Communication Skills.
• Good working experience of Excel.
• Working knowledge of Word, and PowerPoint.
• Can easily adapt to any software or any computerized environment.

I hereby declare that the above information is appropriate up to the best of my knowledge.