Kirtika Sahu
Brampton,ON
Summary
Highly organized and motivated RIBO Licensed Associate Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate Account Executive
Aon Reed Stenhouse
06.2023 - 06.2024
- Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations within service level standards
- Assist managing renewal process, including preparing the renewal documents, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner.
- Review of applications and renewal information for completeness and accuracy
- Ensure the accuracy of insurance contracts;
- Support the Account Manager in keeping clients informed of new products, new coverages and market trends;
- Respond to client needs and develop a relationship with the client to solidify the relationship with Aon.
Underwriting Assistant
Saskatchewan Government Insurance
03.2022 - 06.2023
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Prepared comprehensive reports on underwriting activities for management review, highlighting areas of success and opportunities for improvement.
Customer Service Representative
Royal Bank Of Canada, RBC
09.2019 - 03.2022
- Handled customer inquiries and suggestions courteously and professionally with their everyday banking products and services needs through use of digital tools and resources.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Manager (Strategic Partnerships)
Go Digit General Insurance
06.2018 - 04.2019
- Cultivated and maintained relationships among business partners while also developing strategies to increase revenue.
- Identified opportunities for new partnerships; strengthened existing relationships and collaborations.
- Developed and maintained business relationships and designing policies which allow partnerships to thrive.
- Developed and executed plans for strategic growth.
- Conducted market research; synthesizing reports of business metrics; negotiating contracts with strategic partners.
Relationship Manager (Broking)
AIG Insurance (Tata AIG General Insurance)
06.2014 - 06.2018
- Responsible for generation of Insurance business through IRDA Licensed intermediaries & brokers
- Met intermediaries and corporate clients identified and allocated to the Broking channel.
- Managed to generate RFQs from the broker for Companies preferred segment of business Coordination with all departments at the branch to provide service to the broker / customer including timely policy/endorsement/claim services.
- Provided full range of services and expert consultancy advise to our customers through our business service division.
- Proper record keeping. Maintaining the database of Corporate/Brokers visited and maintaining the minutes of every meeting and implementing on the decisions taken under the guidance of my seniors.
Education
MBA - Hospitality Management
University of Wales
London, U.K.07.2011
Post Graduate Diploma - Hospitality Management
Ealing, Hammersmith And West London College
London, U.K.07.2010
Bachelor of Science - Hotel & Hospitality Management
Institute of Hotel Management
Ahmedabad, India07.2008
Skills
- Business Development
- Customer Relationship Management
- Strategic Planning
- Broker Management
- Data Management
- Microsoft Office
Languages
English
Full Professional
Hindi
Professional Working
Gujarati
Professional Working
Certification
- RIBO License
- Pursuing CIP Designation
Timeline
Associate Account Executive
Aon Reed Stenhouse
06.2023 - 06.2024
Underwriting Assistant
Saskatchewan Government Insurance
03.2022 - 06.2023
Customer Service Representative
Royal Bank Of Canada, RBC
09.2019 - 03.2022
Manager (Strategic Partnerships)
Go Digit General Insurance
06.2018 - 04.2019
Relationship Manager (Broking)
AIG Insurance (Tata AIG General Insurance)
06.2014 - 06.2018
MBA - Hospitality Management
University of Wales
Post Graduate Diploma - Hospitality Management
Ealing, Hammersmith And West London College
Bachelor of Science - Hotel & Hospitality Management
Institute of Hotel Management
- RIBO License
- Pursuing CIP Designation
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