Experience

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  Magus customer dialog pvt ltd

  Jan 2015 - Mar 2018

  Imis executive

  • Performed detailed analysis of sales data and APR to guide business strategies• Assessed individual agent and center performance metrics for quality assurance• Maintained adherence to schedules while managing essential payroll processing• Compiled comprehensive reports on team performance and productivity to support management decisions• Key Achievement: Enhanced data accuracy and reporting efficiency, leading to improved operational decision-making

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  Capital honda - aadit auto company pvt ltd & kun capital automotive pvt ltd.

  Mar 2018 - Mar 2021

  Insurance consultant

  • Served as an insurance consultant, focusing on selling vehicle insurance policies and managing client portfolios• Developed and presented Profit & Loss (P&L) reports for financial oversight• Issued daily reports on performance and sales activities• Managed the collection and uploading of customer information to streamline policy issuance with insurance companies• Ensured accuracy and efficiency by monitoring the consistency between logged business and policy issuance• Compiled customer data to design and implement renewal campaigns• Prepared presentation decks for strategic reviews with senior management• Analyzed and facilitated the resolution of claim-related issues through coordinated efforts with insurance providers• Key Achievement: Handled escalated claims, liaised with insurance providers, and resolved disputes promptly Show less

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  Vijai trucking

  May 2021 - Jul 2022

  Customer relationship executive – insurance

  • Key Achievement: Played a pivotal role in insurance sales, focusing on both new vehicle policies and renewals, driving increased customer satisfaction and retention • Served as an MIS Executive and Insurance Coordinator, overseeing various administrative tasks• Produced process-wise P&L reports and disseminated daily performance and DSR• Issued policies for new vehicles and renewals efficiently• Facilitated the resolution of claim-related issues with insurance providers• Oversaw the complete vehicle registration process, ensuring meticulous coordination and accurate documentation Show less

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  Harita insurance broking llp

  Aug 2022 - now

  Relationship manager

  • Oversee dealer operations, ensuring effective management and monitoring of new and renewal insurance policy transactions• Resolve escalations related to dealer insurance and conducted follow-ups on claims, leading to faster settlements and improved customer retention• Successfully converted POSP (Point of Sale Person) business, particularly in the non-commercial segment, contributing to significant revenue growth• Conduct analysis of performance data and created MIS reports for senior management, facilitating data-driven decision-making• Key Achievement: Increased policy penetration in the non-commercial insurance segment through targeted sales strategies and client engagement Show less