Dipal Thaker Email & Phone Number

Houston, Texas, United States

Missouri City, Texas, United States

• Determine customer requirements and expectations in order to help the customer identify specific products and solutions. • Assisted in review insurance contracts and advised clients to add requirement specific coverage. • Made service / sales calls to prior customers to determine if they were interested in a quote. • Kept records of customer interactions and transactions, recording details of actions taken. • Assisted with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs. • Met with the producer regularly to discuss strategies for achieving quarterly and annual business goals. • Submitted clients claims to the appropriate parties and followed up on behalf of client to close the claim. • Provided continuing service throughout the year to make sure clients were satisfied and their needs were met. License and Certification Commercial Property & Casualty License - General Lines

Mumbai, Maharashtra, India

• Understanding and analyzing the client requirements. • Conceptualizing and documenting the Functional Requirement Specifications (FRS) using a tool (Optimal Trace 7.1) and provide recommendations. • Planning and Coordinating tasks and schedules for the team. • Effectively communicate with client and various departments and identify issues which may affect the deliverables. Hence, reducing rework, saving in time, cost and resources. • Prioritize activities and manage multiple units to successfully meet the deadlines. • Improve upon existing approach to creatively transfer the functional knowledge to the technical team. • Perform Cause – Effect analysis, identify system deficiencies and recommend solutions.AWARDS AND ACCOMPLISHMENTS • Awarded for Excellent Leadership Skills: Led a team of 20 and took an initiative in reducing the work load by analyzing huge number of reports in one week and established a procedure resulting in saving of man-hours and hence cost. • Selected as member of the team for Critical Chain Project Management (CCPM) Workshop. Was one of the 10 members out of 100 selected for CCPM workshop that focused on executing Critical Chain Project Management concept to increase the productivity and quality of the team. • Assigned as a deputy to Sr. Business Analyst for Planning and Scheduling. • Developed a Reference Matrix for the Business Analyst Team. • Developed a matrix for one of the module in the project that could be used as a reference by all the Business Analysts in the team, resulting in less rework. • Selected as a member of Placement Committee for representing School to the corporates.SOFTWARES USEDOptimal Trace 7.1.Proficient in Microsoft Word, Excel, Power point

Studying and analyzing the loan structure for the power plant.Understanding the effects of undertaking of small power unit

Mba, Finance

Bachelor'S, Finance; Commerce