Insurance Consultant

Aradhana K. Jha

Mobile: +91-957******* ~ E-Mail: ***********@*****.***

Managerial assignments in Assistant Manager - Operations/ Client Relationship Management Preferably in Insurance and related fields.

Executive Summary

A mission-focused individual with around 12 years of experience in Sales / Business Development, Liaison / Coordination as well as 2 years in insurance operations. Dedicated Total Experience of 14 years in insurance sector.

Deft at handling the sales of insurance products such as Marine Insurance, Fire Insurance, Mediclaim, Public & Product Liability, Motor Insurance, Workmen Compensation and Life insurance.

Demonstrated professional excellence in managing entire range of operational activities including - Underwriting, New Business, Accounts, Policy Servicing, Claims, etc.; strong record of setting up entire operational infrastructure at Branch Level to ensure superior service delivery to the clients.

Adroit at advising clients about appropriate improvements to reduce the risk. Successful in maintaining business relationship with clients to achieve service norms by resolving service related critical issues.

Fully conversant with complete operational procedure in a life insurance set up. Effective team leader, trainer and motivator with fine tuned analytical and problem solving skills. Excellent verbal and written communication

Key Strength Areas:

Life Insurance & General Insurance • Operations Management • Underwriting • Claim Processing & Settlement • Key Account management • Death /Maturity Claims • Assignment /Nomination • Loans, surrenders, Revival of Policies • Training & Development • Team Leadership • Cross Functional Coordination Career Contour

Notion Insurance Broker, Bhopal Assistant Manager (Ops.) April 2019 – Jan 2021 Anantshree Hospital, Bhopal Mediclaim & TPA Consultant May 18 – Mar 2019 Bajaj CapitalsLtd Sub – Broker Apr’10 – May 2018

ICICIPrudential Life Insurance Co. Ltd. Advisor Dec’08 – May2018 Bajaj Allianz General Insurance Co. Ltd. Advisor Mar’05- may 2018 Core competencies:

Sales & Marketing / Business Development/ Branch Operations

Driving business growth through identification & penetration of new market segments for attainment of periodical targets by making presentations to major clients on various products and their requirements.

Preparing Request for Premium Quotation for Non Motor Business, Group Insurance and life Insurance.

Identifying key/institutional accounts and strategically securing profitable business and coordinating frontline/ backline customer service by interacting with clients, liaising with concerned dept. for problem resolution.

Deciding whether applications for insurance cover (risks) should be accepted and on what terms after assessing a risk according to the likelihood of a claim being made by weighing up a number of factors.

Analyzing information in insurance applications and about applicants and offering cover on standard terms, or imposing additional conditions or charges as well as re-insuring a portion of the risk with another reinsurer.

Ensuring all enquiries/payments are dealt with quickly, keeping the files & documents updated.

Preparing MIS and reporting to the management at regular intervals. Client Relationship Management:

Supervising customer service operations for rendering and achieving quality services.

Performing client’s acquisition and advising the customer’s on industrial portfolio.

Providing first line customer support by answering queries & resolving their issues, ensuring minimum TAT.

Acquiring HNI customers and managing their portfolios, asset allocation across asset classes, department, equities, structured products life and non life insurance.

Maintaining cordial relations with customers to sustain the profitability of the business.

Providing end to end financial solutions for clients, keeping in view the ultimate objective of generating revenue for organization.

Team Management

Imparting product training to recruited Financial Consultants.

Leading, nurturing & monitoring the performance of the team to ensure efficiency in process operations & meeting of individual & group targets.

Imparting/ organization training program for new recruits, while ensuring their career development and positive contribution to the company.

Academic Credentials

2020 Completed Advanced Certificate Course in Operation Management in Jan 2021, IIBMS, Mumbai.

2019 BROKER QUALIFIED PERSON Examination passed in Aug 2019, from National Insurance Academy, Pune, Maharshtra

2011 EMBA (Finance) from Indian Institute of Business Management, Borivali, Mumbai 2004 PGDCP & DT (PG Diploma in Clinical Pathology & Diagnostic Technology) from Subhash Chandra Bose College, Jiwaji University, Gwalior (M.P.) 2001 HDCPA (Honors Diploma in Computer Programming & Applications) from AISECT, Bhopal (M.P.) under Norad Scheme, Govt. of India

2002 B.Sc. from Hawabagh Women’s College, Rani Durgawati University, Jabalpur Personal Dossier

Date of Birth: 10th May 1981

Address: C/o Shri Sumant Jha, E - 22, Siddharth Lake City, Anand Nagar, Raisen Road, Bhopal – 462022

Reference: Available on request

Contact this candidate