Yogita Choudhary

Senior Manager at Alliance Insurance Brokers, specializing in managing existing accounts and acquiring new clients for Jewellers Block Insurance (Specie) and Employee Benefits policies for corporate clients.

Roles and Responsibilities
• Handle existing Jewellers Block Insurance (Specie) accounts, ensuring smooth renewals and client retention.
• Acquire new clients for Jewellers Block Insurance by identifying and targeting jeweller companies.
• Promote and sell Employee Benefits policies (Group Health, Personal Accident, Term Life) to corporates.
• Build strong relationships with clients, ensuring timely query resolution and satisfaction.
• Prepare detailed insurance proposals, presentations, and customized solutions for clients.
• Coordinate with internal underwriting and claims teams for seamless service delivery.
• Maintain compliance with regulatory standards and company guidelines in all transactions.
• Report sales performance and client portfolio updates to senior management.
• Collaborate with teams to improve processes and service quality.

• Designed and implemented strategic business development plans, achieving significant revenue growth.
• Established and nurtured long-term relationships with key clients, ensuring high levels of satisfaction.
• Conducted market analysis to identify opportunities and tailored solutions to client requirements.
• Implemented retention strategies, increasing repeat business and improving client loyalty.

• Led a team of 15-20 members, increasing team performance through effective training and mentoring.

• Boosted sales volume by 43% by recruiting and guiding top-performing talent.
• Created strategies for addressing client concerns and resolving issues promptly.

• Consistently achieved the highest sales targets within the organization.
• Provided customized insurance solutions, enhancing client satisfaction and loyalty.
• Optimized sales processes through efficient use of CRM tools.