SARTHAK BATRA

• Effectively manage renewal process for small commercial auto and property clients while carefully reviewing each file for accuracy.
• Provide new business quotes while ensuring seamless experience for the client. Also, cross selling and upselling basis the clients needs.
• Collaborate with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
• Maintain effective communication with clients to fully understand their insurance requirements and make recommendations accordingly.
• Develop strong working relationships with carriers, fostering a network of resources and support for clients insurance needs.
• Other duties as assigned.

• Develop successful sales strategies that achieved maximum profitability within target markets.
• Interact with customers to conduct sales presentations, answer questions and close deals.
• Attend various meetings, seminars and conferences with underwriters, business development representatives and senior management to understand their appetites to strengthen the ongoing relation and help with mutual growth of the book.
• Review and analyze reports from Insurers to plan and implement risk management techniques whilst focusing on steady growth and keeping loss ratios in check.
• Conduct ongoing one on one meetings with brokers, accountants and admin staff to discuss wins, challenges and plan ahead while addressing any concerns to ensure clear goals are set.
• Recruit, onboard and train staff to achieve business goals.
• Oversee the development and execution of marketing campaigns to increase branch visibility and brand recognition.

• Worked with senior management team and peers to develop business strategies to deliver results.

• Implemented and executed on plans by leveraging my team's talents and skill sets and through regional collaboration.

• Recruited, trained and supervised a team of 10+ employees to maximize productivity, efficiency, and potential. This included conducting regular one on one meetings with direct reports, reviewing their job performance and proactively preparing development plans for team members.

• Motivated staff to participate in company objectives and continuously keep them informed of changes or new directions.

• Developed and maintained strong working relationships with our key insurer partners by the means of constantly being updated on their changing guidelines and keeping the team aware of it.

• Directed daily team operations and leading the team to exceed monthly sales goals on a regular basis.

• Listened to calls for brokers and assist with onboarding and training of new hires.

• Facilitated side by side coaching sessions to deliver live feedback.

• Designed assessment tools such as quizzes and surveys to measure effectiveness of training programs.

• Provided support during post-training implementation phases.

• Provided guidance and mentoring to new trainers on instructional techniques, best practices, and curriculum development.

• Collaborated with management to periodically review and update training program objectives.

• Worked with managers to ensure team goals and objectives are communicated and understood.

• Onboarded and trained new hires to ensure they are well versed with the company and market guidelines, and are fully prepared before progressing to respective sales or service teams.

• Generated reports on team performance for management analysis, coordinated branch activities, scheduled shifts and absences/holiday schedules.

• Provided direction and technical support to the team through coaching/guidance in order to ensure tools, workflows and processes are applied in order to meet company requirements.

• Participated in completing performance reviews and managed employee relation issues.

• Deal with customer service and sales concerns (client escalation).

• Other duties as assigned by senior management team.

• Identified and analyzed client needs to provide tailored Insurance solutions.

• Negotiated with underwriters to ensure competitive terms for clients coverage.

• Performed periodic reviews of existing policies to identify opportunities for cost savings or additional coverage as needed.

• Contacted and helped prospective and current clients via phone, email and in person to provide suitable insurance packages.

• Serviced existing clients with ongoing insurance needs and giving them risk management advice.

• Actively participate in training initiatives.

• Enhanced fraud detection by implementing advanced data analytics techniques and tools.
• Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.