Life Insurance Sales

Jay Shankar Jha

Mobile: +91-782******* E-Mail: *************@*****.***

CAREER SUMMARY:

Specialist in sales and Service operation after sales service (Back support, Client Management, Underwriting, Claims, Team Leader, Channel Service, Training process .)

AN OVERVIEW

A competent professional with nearly 9 year’s extensive experience in Sales, Underwriting, Service Operations, and Customer Relationship Management,Claims .

I have worked in Saurabh S. Jain& Associates, HDFC standard life insurance, ACG insurance advisors pvt ltd., Landmark insurance brokers’ pvt.ltd, IRM insurance brokers’ pvt.ltd, RIA insurance brokers’ pvt.ltd.

Adept in managing operations with focus on profitability by ensuring optimal utilization of resources.

Expertise in managing operations with focus on profitability by ensuring optimal utilization of resources.

Expertise in managing & maintaining business relationship with clients and customers to achieve quality product and service norms by resolving their service related critical issues.

An enterprising leader with abilities in motivating cross functional teams and delivering quality services to clients.

Strong relationship management and Customer handling skills

CORE STRENGTH

Sales

Operation

Underwriting

Claims

Channel Service

Back Office

Team leader

Professional Information

Company Name

Years

Designation

Scope of Work

Saurabh S. Jain& Associates

2004 to 2007

Account Executive

Preparation of monthly, quarterly, half yearly & yearly analysis of accounts, Database management

HDFC standard life insurance

2007 to 2008

Financial consultant

Cross selling of new product, cold calling, business through contracts and references

ACG insurance advisors pvt ltd.

2014 to 2016

Operation executive

Floating RFQ, Clients service, policy issuance, covers note issuing.

Landmark insurance brokers’ pvt.ltd

2016 to 2018

Senior Executive –Underwriting Operation

Issuing Policy,cover note,Endorsement,Docoumtanations,Quote generations, Follow- up with company for renewal and retetion of policy

IRM insurance brokers’ pvt.ltd

2019 to 2020

Senior Executive-Underwriting & Claim

Issuing Policy, cover note, Endorsement, Docoumtanations, Quote generations, Follow- up with company for renewal and retention of policy, Claims.

RIA insurance brokers’ pvt.ltd

2020 to 2020

Manager Services

Sales,Calling,Issuing Policy, cover note, Endorsement, Docoumtanations, Quote generations, Follow- up with company for renewal and retention of policy, Claims.

Education:

Course

Board/University

Marks

Year of Passing

I.P. G. D. M

Institute Of Insurance And Risk Management, Hyderabad

58.12

2013

B.COM (HONS.)

S N S College (B.R.A. Bihar University Muzaffarpur)

64.24

2011

H.S.C.

Collage Of Commerce (Bihar Intermediate Education Council )

65.25

2004

S.S.C

Saraswati Higher Secondary School (B S E Madhya Pradesh)

49.00

2002

Professional Qualification:

Pursuing ‘Diploma ‘from chartered insurance institute (CII) London.

Pursuing `Associate’ from insurance institute of India (III) in General insurance.

Summer Internship:

Company: United India Insurance Period: 1MONTHS

Title: Underwriting process of health insurance

To understand underwriting process.

Interaction with various agency and brokerage for quarries related to process.

To compare the sales illustration solutions across various insurance companies and prepare a feature/functionality matrix.

Additional Qualification:

MS OFFICE, TALLY.

ACCOUNTING.

HOBBIES:

INTERNET SURFING

PLAYING CRICKET

READING NEWSPAPER

WATCHING MOVIES

PERSONAL DETAILS:

Date of birth : 17th March 1986

Sex :Male

Marital status :Married

Nationality : Indian

Passport No :L9985199

Language :English, Hindi

Malling Address : C 146 west Vinod Nagar New Delhi pin code 110092

Email : *************@*****.***

Contract No : 782-***-****

Date:

Place: Jay Shankar Jha

Contact this candidate