Motivated and integrity-driven professional with a strong foundation in Marketing & Sales, Client Relationship Management, Dedicated to delivering excellence at every step while continuously striving for growth through hard work, knowledge, and commitment. Seeking to contribute to a forward-thinking organization that fosters learning and development in a fast-paced, dynamic environment.
• Business development through Direct Channel, Tender, Direct Corporate Client, handling large accounts, and maintaining relationships with clients and intermediaries for named accounts.
• Managing business development directly as well as through brokers.
• Enhanced focus on new avenues of revenue generation from cooperates, streamlining business processes.
• Focus on new territory development in the Delhi/NCR region by concentrating on new client developments and revenue generation.
• Ensuring quick and effective policy issuance, client servicing, and business booking to the utmost satisfaction of the external as well as internal stakeholders.
• Implementing company strategies, organizing marketing activities, and developing strategies for business development.
• Coordinating with cross-functional departments, like sales, underwriting, claims, operations, and so on.
• Highlights: ➢ Developed new clients for the company to scale up the business contribution to the team.
• Entry into new, prestigious projects like India Post Payment Bank, NTPC, Sports Authority of India, BHEL, etc.
• Development of new direct clients such as Apollo Tyres, Jindal Stainless, JSW, Volvo Eicher, and Asahi Glass for corporate business.
➢ Handled the company’s important large-size relationships without a single escalation.
➢ Successfully achieved sales targets of multiline product mix and various lines of business.
➢ Controlled cost and claims ratios to derive higher profitability by taking corrective measures on a regular basis.
➢ Developed new clients for the company to scale up the business contribution to the team.
➢ Successfully achieved sales targets of multiline product mix and various lines of business.
➢ Actively participating in risk management practices for corporations.
➢ Controlled cost and claims ratios to derive higher profitability by taking corrective measures on a regular basis.
• Generate business through broker, tender, and direct channels in the Large Corporate Division of the company.
• Negotiating the terms with the head office underwriters to match the client's expectations to convert new business opportunities.
• With the underwriter, do the client meetings and facilitate the client technical discussions if needed.
• Facilitating timely policy endorsement issuance, maintaining TAT, and ensuring minimal escalation from the client.
• Arranging facultative support for large proposals through the RI Team.
• Managed client relationships for the Delhi/NCR region as an additional responsibility, including business development.
• Key Result Areas: Claims, handling, and processing of claims for commercial lines
Follow up with the insured for claims-related documents and queries to facilitate a quick settlement of claims.
Responsible for the overall business target of large corporate clients in the North, including new business development as well as retaining existing clients.
Facilitate an efficient salvage procedure by coordinating with the various salvage buyers and the insured in order to achieve key result areas.
• Renewal Retention
• Major clients were Hindustan Coca Cola and Hero Moto Corp. , Hero Fincorp ,Era Engineering Ltd .
• Successfully secured major clients such as BHEL, IRCON, DMRC, NDMC, and EIL through strategic tender bidding and business development initiatives
• Renewal retention business through existing broker.
• Engagement with Intermediaries.
• Scrutiny policy processing with special focus on maintaining High Service standards.
• Supervising all financial Endorsements.
• Issuing Risk Held Letters to the Clients for the period between receiving the Premium till Issuing of Policy Document
• Handling Health and Property Insurance of corporate client
• Arranging quotes, prepare RFQ, QCR, and Placement Slip for fresh proposal and renewal from various Insurance companies.
• Renewals of Property such as (Fire, Burglary, Money Etc.)
• Services in the existing account.
• Maintaining all documents related to the client
• Policy scrutiny
• Cross Selling
• PSU correspondence related to Health and Property
• Good relationship with PSU .