Dedicated and adaptable professional with a proactive attitude and quick learning ability. Strong work ethic and effective communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Administrator
Western Financial Group
Bolton, Ontario
09.2023 - Current
Delivered excellent customer service at the front desk by ensuring a warm welcome and handling phone communications effectively.
Efficiently processed check deposits and ensured correct allocation to client records.
Handled a high volume of incoming calls at the front desk each day.
Enhanced efficiency by leveraging strong attention to detail in streamlining the collection, upload, and sharing of policy documents between carriers and internal teams.
Maintained a high level of accuracy by utilizing the epic tool to attach documents to the appropriate client files.
Managed the daily mailing of policy documents to an average of 20+ clients.
Worked collaboratively with teammates to ensure clients received correct and helpful information.
Ensured timely replenishment of office supplies.
Worked closely with colleagues to maintain compliance with state laws and regulations.
Broker Assistant (Part Time)
BrokerTeam
Richmond Hill, ON
02.2023 - 08.2023
Process New Business, Renewals and Modify the risk according to broker requirements.
Strong knowledge on various personal and commercial certificates of insurance and other applications as required.
Track and document New & Renewal business status with Insurance Companies
Check binding requirements terms and follow up with broker to submit binding requests.
Review paperwork and applications for signatures, dates and other considerations.
Verify coverage limits, perform necessary calculations and complete other necessary checks.
Communicate with brokers to obtain information needed to underwrite risks and also respond to questions keep the broker updated on the process.
Insurance Advisor
ChangeJAR
India
08.2021 - 11.2022
Communicated with employees by phone to answer questions and offer services.
Conducted research to identify ideal coverage options for employees.
Analyzed employees needs and provided best options, upselling products and services.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Maintained high standards of customer service by building relationships with clients.
Analyzed employees needs and provided best options, upselling products and services
Provided quotes and promoted products for building, contents and vehicle insurance.
Spent ample time with each employee, verbally reviewing and explaining documents for employee comprehension.
Business Development Manager
ChangeJAR
Bangalore, India
04.2021 - 08.2022
Established relationships with key decision-makers within customer's organization to promote growth and retention.
Researched and identified opportunities for account growth, account penetration and market expansion.
Handled deals with Fin-tech platforms such as, Amazon-pay, Goggle-pay, Phone pe, CRED and Paytm.
Handled campaign with telecommunications companies like Airtel, Reliance Jio etc.
Developed quotes and proposals for prospective and existing clients.
Handled client-specific strategies aimed at achieving revenue and gross profit.
Discovered new markets and located future opportunities for business growth.
Fostered long-term business relationships with clients through meetings, follow-ups and other engaging processes.
Handled social media marketing - Facebook, YouTube, Instagram and Twitter.
Assistance Manager
Bounce, WickedrideCompany
Bangalore, India
01.2019 - 03.2021
Business expansions and overlooking city-specific projects
Helped with planning schedules and delegating assignments to meet coverage and service demands.
Successfully closed Jodhpur and Jaipur smart city for operations
Managed and executed smart city tenders
Closed metro cities for parking space
Undertook additional projects on generating revenue through operations with website sales and documentation for the same during covid-19 pandemic.
Business Development Executive
Bounce, A Wickedride Company
Bangalore, India
07.2018 - 01.2019
Cracked deals with corporations like Convergys, IBM, TCS,
Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Collaborated with sales and marketing departments to support business objectives and client acquisition.
Infosys, Coca Cola, Accenture, KPMG, KPIT for free parking space
Cracked deals with known apartments like Godrej properties,Mantri apartments, Brigade apartments to expand the business inside several societies
Closed deals with multiple Colleges - Planned growth events to intact students and represent the company through campus ambassador programs
Closed deals with standalone corporates in Bangalore to get their parking space and solved the commute problems of their employees.
Management Trainee
Bounce, A Wickedride Company
Bangalore, India
05.2018 - 07.2018
Connected with cooperates, Apartments and colleges to get the parking space around the city
Set up meetings with cooperates for the manager
Follow ups on a daily basis for closing the corporate deals
Developed innovative ideas and approaches for accomplishing goals or objectives
Planned, arranged and monitored work, achieving desired results.
Business Development Intern
NestAway Technologies Pvt
Pune, India
04.2017 - 09.2017
Responsible for relationship management with the existing clients (Infosys, KPIT, Cybage,
Tech Mahindra)
Responsible for initiating managing and closing deals for tenancy with companies like
Wipro, IBM, Cognizant, Tata Consultancy Services)
Manage campus events for existing and new corporate clients and contributed to an average of 20% bookings per month
Responsible for launching Business Development strategies along with a team of four at Mumbai & Noida.
Education
PGDM - Business Management- Marketing & HR
Sai Balaji - International Institute of Management
INDIA
05.2018
BBM - Business Management
Aishwarya College
INDIA
06.2015
Skills
Team Player
Client relationship management
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Excellent written and verbal communication skills
Strong problem-solving and multitasking abilities
Detail-oriented with exceptional organizational skills
Knowledge of office management procedures and best practices
Accomplishments
Act as intermediary between clients and the company to ensure effective communication and mutual satisfaction
Conduct interviews and gather information about potential employees to learn more about their unique situation
Provide consistent and reliable customer service to maintain and grow employee base.
Guide employees through the process of filing insurance claims.
Established new key partnerships with Amazon pay and Google pay, resulting in a 20% increase in annual revenue.
Hit and exceeded sales KPIs by 30% for the months of October, November, and December in 2020 (Covid 19 time.)
Sent 100+ cold emails on a daily basis, managing to set up calls with 10% of the recipients.
Participated in community affairs to increase branch visibility and to enhance new and existing business opportunities.
Provided a superior level of customer relations, promoted the sales and service culture through coaching, guidance and staff motivation.
Revamped JAR's social media accounts, improving user engagement by over 60% on Facebook, Instagram, and Twitter.
Managed and worked for 3 teams at the same time (Marketing, HR and Partnerships)
Closed deals with companies like Wipro, IBM, KPMG and Infosys.
Languages
English
Full Professional
Hindi
Native/ Bilingual
Certification
RIBO Licence
References
References available upon request.
Timeline
Insurance Administrator
Western Financial Group
09.2023 - Current
Broker Assistant (Part Time)
BrokerTeam
02.2023 - 08.2023
Insurance Advisor
ChangeJAR
08.2021 - 11.2022
Business Development Manager
ChangeJAR
04.2021 - 08.2022
Assistance Manager
Bounce, WickedrideCompany
01.2019 - 03.2021
Business Development Executive
Bounce, A Wickedride Company
07.2018 - 01.2019
Management Trainee
Bounce, A Wickedride Company
05.2018 - 07.2018
Business Development Intern
NestAway Technologies Pvt
04.2017 - 09.2017
PGDM - Business Management- Marketing & HR
Sai Balaji - International Institute of Management
BBM - Business Management
Aishwarya College
RIBO Licence
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