Himalaya Sharma

Experience

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  PolicyBazaar.com

  Feb 2021 - Sept 2022

  Associate Sales Consultant

  - Successfully acquired new clients through chat, inbound and outbound calls, presenting motor insurance products, conducting needs assessments, and closing sales.- Managed inbound inquiries from existing clients, offering renewal options, addressing inquiries, and providing policy information to ensure high renewal rates.- Conducted thorough needs assessments for clients to understand their specific insurance requirements.- Maintained up-to-date knowledge of motor insurance policies, coverage options, terms, and pricing.- Provided accurate insurance premium quotes based on client information and coverage requirements.- Assisted clients in completing application forms, collecting necessary documentation, and ensuring accurate paperwork processing.- Skillfully addressed objections and concerns, leading to successful objection handling and increased sales.- Ensured compliance with industry regulations and company policies.- Utilized CRM systems to maintain client records, track sales progress, and schedule follow-up calls.- Consistently met or exceeded monthly and quarterly sales targets and quotas for both inbound and outbound sales.- Identified cross-selling opportunities to enhance clients' insurance portfolios.- Delivered exceptional customer service by promptly addressing inquiries, providing policy information, and resolving issues. Show less

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  Genpact

  Jan 2023 - now

  Process Associate

  Collaborated closely with the underwriting team to facilitate the issuance of Evidence of Cover (EOC) documents.- Assisted in reviewing policy applications and documentation to ensure accuracy and completeness.- Conducted research and analysis to gather necessary information for EOC preparation.- Generated and distributed EOC documents to clients, brokers, and other stakeholders in a timely manner.- Maintained organized records of EOC issuance and communicated any changes or updates to the underwriters.- Responded to inquiries from clients and brokers regarding EOCs, policy details, and related matters.- Contributed to process improvements and efficiency enhancements within the underwriting support function. Show less