Pavan Patil

Experience

• 

  Bisleri International Pvt Ltd

  Apr 2015 - May 2015

  Marketing and Sales Intern
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  Mahindra Insurance Brokers Limited

  Apr 2017 - Mar 2022

  Collaborated closely with stakeholders, including Customer Engagement Executives, Account Executives, Finance, Legal, and Operations. Assisted with feedback and served as a liaison for data projects. Supported Executive and Quarterly Business Reviews. Prepared underwriting support, negotiated renewals, and ensured prompt customer service. Managed software systems daily. Accountable for Property Insurance retention, visited insurers, and provided GAP analysis. Conducted risk analysis for SMEs and corporates, focused on Construction, Manufacturing, F&B, Entertainment, and IT/ITes sectors. Handled client retention and cross-selling, while liaising with underwriters, risk engineers, and surveyors for comprehensive coverage. Show less

  • Deputy Manager - Placement & Servicing

    Apr 2021 - Mar 2022

  • Associate Manager - Placement & Servicing

    Apr 2018 - Mar 2021

  • Deputy Associate Manager - Placement & Servicing

    Apr 2017 - Mar 2018
• 

  Alliance Insurance Brokers Pvt Ltd

  Mar 2022 - now

  Senior Manager - Client Advisory Group

  Analyze client coverage, exposures, and loss experience to determine risk requirements and provide consultation. Support and retain a portfolio of Commercial Clients, building customer relationships. Intake new clients, analyze risk profiles, market, and bind coverage. Deliver accurate renewals, manage client inquiries, stay updated on insurance markets, collaborate with Account Executives, retain and cross-sell existing clients, manage assigned books of business, provide risk management services, and liaise with insurance companies to design tailored insurance portfolios. Show less