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Life Insurance Customer Service

New Delhi, Delhi, India
August 29, 2018

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Monica Chandna

MOBILE : +91-971*******


Career Objective

Looking for career that offer innovation, excitement and challenge in this rapidly changing fast paced world. I want to be a part of growing organization that offers me new challenges to face, enhancing my managerial skills.


2016 : PGPM in Marketing and Finance

IBS Gurgaon (CGPA – 6.79)

2014 : Bachelor of Business Administration

ITM University, Gurgaon (CGPA – 7.99)

2011 : XII

Blue Bells Model School (CBSE BOARD)

(Scored – 76%)

2009 : X

Blue Bells Model School (CBSE BOARD)

(Scored – 67%)

Professional Experience

Deutsche Bank -

Sales Manager (DOJ: - 25 April 2018)

Key responsibilities handled:

Obtaining client information by making enhanced inbound calls as well as outbound calls.

Achieving monthly revenue targets.

Analyzing customer’s financial needs & objective and accordingly recommend appropriate financial products and service.

Initiate campaign strategies for bank product and services.

Managed high profile corporate accounts.

Liberty Videocon GIC LTD –

Relationship Manager (DOJ: - 20 April 2016)

Key responsibilities handled:

• Managed personal insurance portfolios for high net worth individuals.

• Developed software design changes to improve processes for increased quality and efficiency.

• Conducted on-site/off-site training for internal clients and personnel.

• Served as the main liaison between customers, management and sales team.

• Assisted in creating marketing plans to support department and corporate strategies.

• Managed agency/broker relations with assigned producers for new and renewals business.

• Exceeded annual premium goals and increased agency profitability.

• Converted direct client base of lenders to indirect agency servicing with company sponsored products.

• Served on employee relations and activities committee.

• Imitated role of interface coordinator, responsible for training agents/brokers on company system.

• Reconciled billing statements

• Providing support services to claims department.

• Supported various departments including filling, policy issuance and renewal processing.

Initiatives Taken at the Workplace:

• Customer On-Boarding initiative to improve Account Customer Satisfaction index (ACSAT). Internships:

DURATION: 3 Months

COMPANY: IDBI Federal Life Insurance Company Ltd.

DURATION: 3 Months

COMPANY: Bharti Airtel Ltd.

Project Undertaken:

Customer Retention In IDBI Federal Life Insurance Company

Inter-Company Analysis Reconciliation of Roaming.

Financial Analysis of Indian Major Auto Company Maruti Suzuki India Ltd. Certified Course:

Google Certified Digital Marketing course from DSIM.

Cleared IRDA Exam.

Key Modules:

Client account management/strong client relations.

Communication skills – strong oral and written communication skills.

Superior customer service

Proactive team player

Co-curricular Activities and Achievements:

• Team Leader in Technical Fest in graduation (2013).

• Show stopper in Fashion Show in school.

• Dancer

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