Satish Soni Email and Phone Number

• Collaborate with regional and branch-level marketing and operations teams to ensure prompt proposal closure.• Track the business conversion ratio and TAT for both medical and non-medical proposals, driving operational efficiency and enhancing customer satisfaction.• Generate comprehensive monthly reviews and reports on business login, conversion rates, and refund management for presentation to stakeholders.• Deploy effective internal process management strategies to optimize proposal and business login workflows.• Conduct comprehensive training sessions for both sales and non-sales staff, ensuring their adherence to the latest underwriting guidelines and industry standards.• Managing customer requests for payouts and non-payouts, both from clients and the company.• Overseeing and handling escalations to the RBI ombudsman and collaborating with relevant stakeholders.• Processing life insurance claims, with a specific focus on non-early death claims up to 15 lakhs.• Monitoring the processing of death claims at the regional level and analyzing early death claims.• Assisting regions and branches in addressing audit observations and ensuring compliance.

proficiency in Claim Management (Death & Living Benefits) and Claims & Policy Servicing Processes right from provide advice on making a claim and the processes involved, collect accurate information and documents to proceed with a claim, analyze a claim made by a policymaker to establish whether it satisfies the policy conditions and adhere to legal requirements, industry regulations and customer quality standards set by the company and insurance regulations and compliance requirements at both the state and federal levels. Staying updated on changes in regulations.