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Life Insurance Sales

Location:
Mumbai, Maharashtra, India
Posted:
February 17, 2021

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Resume:

Deepali Laxuman Tawde Personal Info

Quality Analyst - Support Staff

Address

● Summary 5/709,GTB Nagar, Opposite

Sunder Vihar Hotel, Sion (E),

Experienced as a Quality Analyst approximately 8 years, Mumbai - 400022 wherein worked for quality improvement of General

Insurance, Life Insurance, Network Marketing and Phone Investment process. Prior experience as Tele-caller for approximately 8 years, wherein worked for Telecom +919********* Collection Postpaid billing process, NGO and Outbound Sales process. As a Quality Analyst, worked on Six Sigma Email Tools: Pareto, Histogram and Correlation while preparing reports and projects. As a Tele-caller and Quality Analyst adj8lt@r.postjobfree.com supervise Team in absence of TL. Also done CSAT, DSAT and NPS analysis while handling customer service process. Date of birth

● Computer Skills 12 May 1981

● Have a good knowledge of Computers: Word, Power point Languages known and Excel (Pivot, V-Look up etc.), since daily work on same English, Hindi & Marathi

● Work Experience

● Quality Analyst - Support Staff (Oct 2018 – Jan 2021) Cover fox Insurance Broking Pvt. Ltd - Investment (ULIP & Guaranteed Plans) and Term Life Insurance

● Handled Investment outbound sales team for 2 years and currently handling Term life Insurance outbound sales team

● Meet daily audit targets and share real time feedback with the team

● Conduct daily briefings to keep the team motivated and update with process changes

● Root Cause Analysis done for Escalation desk

● Conduct weekly call calibrations as per process requirement to know the variance and publish report

● Weekly Quality Reports published to know weekly improvement in quality score and identify process gaps

● Weekly Review : Preparing action plan for the team, implementing it and tracking progress by using power point presentation

● Analysis done : Disposition Analysis, Short Call Analysis done to check data accuracy and identify opportunity areas

● BQM (Bottom Quartile Management) activity done and TNI (Training Need Identification) report shared with training team if required

● Weekly floor Activities : Call Listening activity, PKT (Product Knowledge Test), Dip Check Questions,CCL (Customer Champion League) activity, Weekly Quality Camp activity

● Shared Wow calls and customer appreciation emails with the team and process owners, as well as rewarded in RNR to keep team motivated

● Senior Quality Analyst - Support Staff (May 2017 - Oct 2018) Viztar International Pvt. Ltd - Britt Worldwide & FGI Motor General Insurance Process

● Handled both Britt Worldwide outbound sales team as well as inbound customer service team and FGI Motor sales outbound ( renewal and fresh) team

● Meet daily audit targets and share real time feedback with the team

● Conduct daily briefings to keep the team motivated and update with process changes

● Root Cause Analysis done for Escalation desk

● Conduct weekly call calibrations as per process requirement to know the variance and publish report

● Weekly Quality Reports published to know weekly improvement in quality score and identify process gaps

● Weekly Review : Preparing action plan for the team, implementing it and tracking progress by using power point presentation

● Analysis done : Disposition Analysis, Short Call Analysis done to check data accuracy and identify opportunity areas

● BQM (Bottom Quartile Management) activity done and TNI (Training Need Identification) report shared with training team if required

● Weekly floor Activities : Call Listening activity, PKT (Product Knowledge Test), Dip Check Questions,CCL (Customer Champion League) activity, Weekly Quality Camp activity

● Shared Wow calls and customer appreciation emails with the team and process owners, as well as rewarded in RNR to keep team motivated

● Conduct Quality Session for new joiners, understand them and conduct mock calls with them post training. Also sometimes took responsibility to conduct product training for new joiners.

● Quality Analyst - Support Staff (Nov 2010 - May 2017) Sitel India Pvt. Ltd - ICICI Lombard (General Insurance Online Sales Process)

● Worked as a Tele- caller for ICICI Lombard Welcome Outbound process for 2 years post which was promoted within the process. Handled outbound as well as inbound sales team (fresh and renewal) as Quality Analyst for 4 years

● Meet daily audit targets and share real time feedback with the team

● Conduct daily briefings to keep the team motivated and update with process changes

● Root Cause Analysis done for Escalation desk

● Conduct weekly call calibrations as per process requirement to know the variance and publish report

● Weekly Quality Reports published to know weekly improvement in quality score and identify process gaps

● Weekly Review : Preparing action plan for the team, implementing it and tracking progress by using power point presentation

● Analysis done : Disposition Analysis, Short Call Analysis done to check data accuracy and identify opportunity areas

● BQM (Bottom Quartile Management) activity done and TNI (Training Need Identification) report shared with training team if required

● Weekly floor Activities : Call Listening activity, PKT (Product Knowledge Test), Dip Check Questions,CCL (Customer Champion League) activity, Weekly Quality Camp activity, 2 hours login to take calls

● Shared Wow calls and customer appreciation emails with the team and process owners, as well as rewarded in RNR to keep team motivated

● Conduct Quality Session for new joiners, understand them and conduct mock calls with them post training

● Supervising team and took calls of ad-visors in absence of TL

● Executive - Tele-caller and Co-ordinator (Feb 2009 - Sept 2010) Gennex Solution Pvt. LTD - CRY (NGO Outbound Process )

● Out calling existing customer’s for donations

● Co-coordinating with executives on field for check pick-ups

● Supervising executives on floor and updating cheque details on Excel in absence of TL

● Tele-caller - (Jan 2005 - Sept 2010)

Pace Pvt. LTD - Vodafone (Postpaid Collection Process )

● Out calling customer’s for bill payments (0 & 30 days bucket)

● Handling customer’s queries and giving proper solutions

● Achieving daily targets

● Coordinating with field executives for payments

● Tele-caller - Par-time (June 2004 - Nov 2004)

Spanco Tele- Solutions Pvt. LTD - Hindustan Liver Ltd (Sales Inbound Process )

● Out calling customer’s for household groceries

● Handling customer’s queries and giving proper solutions

● Achieving daily targets

● Achievements

● Sitel India Pvt Ltd: Was awarded best agent thrice and best QAP six times in RNR for outstanding performance.

● Passed Insurance Brokers Examination on 3rd

June 2019 and qualified as Principal Officer/ Broker Qualified Person under the stream of Direct Life and General Insurance

● Education

● T.Y.B.com (Commerce) - Mumbai University

● H.S.C (Commerce) - Maharashtra Board

● S.S.C - Maharashtra Board



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