Insurance Customer

Manisha Malviya

GH-**, Paras Teriea,

Tower-**, Flat No. 401,

Sec- 137, Noida

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

Contact No. 971*******

Objective: To have a challenging position that will utilize my experience and skill set. A high-impact leadership position requiring creative and innovative approaches to problem solving, strategy development and fulfillment of my professional goals. EDUCATIONAL QUALIFICATION

MBA specialization in HR with Finance from IMT Ghaziabad in the year 2010. B.Com from Delhi University North Campus in the year 2006. 12th CBSE from ASSISI CONVENT SCHOOL in 2001.

10th CBSE from ASSISI CONVENT SCHOOL in 1999.

IT SKILLS

Excellent Knowledge of Microsoft Excel.

MS Word

MS PowerPoint

Basics of Mini Tab

WORK EXPERIENCE

Unison Insurance Pvt. Ltd.

Designation : Assistant Manager

Duration : 21 Nov 2017- Till Date

Department : Underwriting and operations

RFQ – Preparing RFQ with all coverage’s/Employee Data with pivot table with sum insured

/age- band/category wise.

Claim Analysis – During renewal of any policy.

After Placement – Need to coordinate with the TPA for E-cards within TAT of 24 hrs. Final data – Which we need to crosscheck with team if it’s there is any updating or changes which final need to send to insurer for placement /policy issuance. Saiba Entry – Need to put entry in saiba / coordination with HR so that we can get it into system.

Policy copy – Need to follow ups with insurer required policy copy in TAT- of 7 days and you need to send it to concern team.

Policy Vetting- Checking policy all coverage’s are in line or if any deviation is there before sending it to client.

Welcome Mailer – Sending welcome mailer to the client with all documents attached – Policy copy/ Claim Form / E- cards / PPT / Escalation Matrix/Network hospital list. Claim MIS – Need to send to client by default in every month end. Addition Deletion- Need to send Mail on every 7th every month to client for their addition /Del list for the month.

Endorsements – All endorsements follow-ups with insurer in TAT 7days. Salasar services (Insurance Brokers) Pvt. Ltd

Designation : Sr. Executive

Duration : 28th Oct 2016 – 20 Nov 2017

Department : Underwriting and operations

Responsibility includes:-

Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned by

- Review of the coverage under existing clients through relationship building and appropriate servicing.

- Relationship building

- Ensuring retention of existing clients through relationship building and appropriate servicing.

- Accompanying the business development team as and when required to provide technical support for new business acquisition.

- Assistance in brokerage recovery in case finance department needs assistance. Collate existing data or client details (with or without policies). Follow up for closure of new business from existing client. Follow up for renewal of existing clients as per the structured process laid down by the Company before expiry by ensuring the following activity.

- Follow up with the insurance companies to get quotation and analyze the merits on the quotations of the insurance companies.

- Prepare comparative sheet along with terms and conditions.

- Submit the document to the insurance company and submit acknowledgement sheet to the client.

- Check policy document against quote slip, identify gaps and ensure rectification with necessary follow up.

- Ensure all documents are filed manually and entry made in SAIBA immediately after business is closed and cheques is received.

An entry in KPTS/SAIBA in case business does not mature in spite of underwriting support. Report daily to the reporting authority.

Prepare RFQ and send it to the insurance companies for approval. Attend training sessions and implement it on new learning. Work on GMC sheets and make age demography accordingly. Steria (India) Ltd, Noida

Designation : Sr. Associate

Duration : 3

rd

February 14 – 1st September 15

Process : Blended Process (80% Backend & 20% Calling) Responsibility includes:-

Work as a backend executive in a blended process.

Support all the daily emails and pending emails send by the customer and complete them Within a TAT.

Ensure to keep records of the customer queries for the future references. Work under pressure to complete the target of the day. Keep updates and follow them on daily basis.

Maintain quality 100% all the months and ensure to provide excellent services to the Customer.

Keep records of the documents provided by the customer in order to resolve their queries. Provide services to their homes as per to their requirement. Work in a team and help team members for better performance. Put extra efforts in order to provide 100% customer satisfaction and to resolve queries of the Customer in time.

Participate in team huddles and sessions with the seniors and help them to achieve better Customer satisfactory scores.

PERSONAL DETAILS

Father’s Name : Mr. D.K. Malviya

Date of Birth : 13

th

July, 1982

Gender : Female

Languages Known : English & Hindi

Nationality : Indian

Date: Manisha Malviya

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