 Handling the portfolio of Client servicing along with Middle Level – SME Level client. Prepare client plans and coordinate the overall end-to-end service delivery to agreed Standards Manage Renewal, retention, and growth of existing accounts with effective client relationship. Coordinate the overall renewal process and ongoing service’s needs. Review and quality check insurance documentation at a pre-determined stage in the process to establish whether the selected product that meets the client’s coverage’s needs. Consistently demonstrate integrity, professionalism, and quality. Doing Onboarding & HR Meet for Group Mediclaim, Group Accident & Group Life Policy. Monthly Business Review with client. Highlights: Top performing CSM for Mumbai region. Highest renewal rate pan India at 91% Received appreciation for performance July -October 2023

Manager –Client Service Handling the portfolio of Client servicing along with SME client. Prepare client plans and coordinate the overall end-to-end service delivery to agreed Standards Manage Renewal, retention, and growth of existing accounts with effective client relationship. Coordinate the overall renewal process and ongoing service’s needs. Review and quality check insurance documentation at a pre-determined stage in the process to establish whether the selected product that meets the client’s coverage’s needs. Consistently demonstrate integrity, professionalism, and quality.

 Handling the portfolio of Client servicing along with SME client. Prepare client plans and coordinate the overall end-to-end service delivery to agreed Standards Manage Renewal, retention, and growth of existing accounts with effective client relationship. Coordinate the overall renewal process and ongoing service’s needs. Review and quality check insurance documentation at a pre-determined stage in the process to establish whether the selected product that meets the client’s coverage’s needs. Consistently demonstrate integrity, professionalism, and quality. While considering the GTL policy, look into following consideration.

 Handling the portfolio of SME Client (Small Medium Enterprise). Prepare client plans and coordinate the overall end-to-end service delivery to agreed Standards Manage Renewal, retention, and growth of existing accounts with effective client relationship. Coordinate the overall renewal process and ongoing service’s needs. Analyze client’s coverage needs, collect, and analyses relevant information to identify risk transfer solutions. Review and quality check insurance documentation at a pre-determined stage in the process to establish whether the selected product that meets the client’s coverages needs. Consistently demonstrate integrity, professionalism, and quality.

 Managing relationship with the Client and insurance company. Evaluate and present the risk to insurance companies (suggesting additional covers depending On the client profile) To understand client's requirements and provide end to end solution for placing the business with the insurers i.e. generating quotes, preparing comparative Statement, follow up and policy vetting. To make necessary documents arrangement for Claims process. Endorsement for discrepancy between insurance policy & placing slip Issuing certificate from Insurance Company for Letter of credit. Understanding expectation from insurance company & same escalating to Relationship manager.

 Liaising / empanelment of the Diagnostic center as per the requirements of the company. Scrutinizing the medical reports received from the empanelled diagnostic center so as to ensure that they are strictly adhered to the requirements of the medical underwrites.  Updating & maintaining the Medical Underwriters requirement bucket with the correct status related to pre-insurance medical reports of the prospectus, for readily reference to Underwriters. Carrying out smooth and efficient functioning of medical network by regular coordination with the empanelled doctors. Building up reputation with concern diagnostic center. Taking care of payment issues of diagnostic center. Resolving the sales queries in regard to medical. Providing training to sales regarding medical processes. Training diagnostic center regarding how to adhere medical process. Auditing the diagnostic center to check hold on them whether they are adhering companies’ processes. Taking care that reports are reached within specified TAT.Highlights  Received Certificate of Recognition for October–December 2008 and January–March 2012. Functioned as Representative from Mahalaxmi Branch as CSR for social work activities.

Responsibilities:  Headed Medical Network for Mumbai City; handled TPA for medical coordination.  Responsible for: Diagnostic Center Control and Evaluation. Medical Reports Quality Check and Scanning. Taking inbound calls of Customer and Agent & Advisor. Quality Checking of Applications forms. WIP ManagementHighlights  Acknowledged with appreciation certificate for teamwork in January 2007. Actively involved in Green Belt Project – Medical Network.

Responsibilities:  Arranged hospitalization. Coordinated with: Various hospitals for arranging cash less hospitalization. Doctor for medical issues. Attended calls on various queries related to med claims & responding immediately. Imparted training to new recruits on system and process. Prepared Letter of Credit.

Project handled: ICICI Prudential Life InsuranceResponsibilities:  Responsible for MIS updation and Data Entry of proposal forms. Allocated work to the team member. Addressed with customer queries & official correspondence. Trained new recruits on system & process. Coordinated with branches regarding pending issues. Retained customer for lapse policies.