Kshama Sarvaiya General Insurance, Client Support, Global Insurance, Key

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Relationship Manager

Insurance brokers

Mar 2020 - Jan 2021 (11 months)

● Responsible for maintaining relationships with Global clients in Mumbai. ● Gathering information from clients, assessing their insurance needs and risk profile. ● Building and maintaining ongoing relationships with clients including understanding the nature of clients' businesses. ● Foreseeing policy renewals and client retention. ● Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price. ● Advising clients on risk management and helping to devise new ways to mitigate risks, for example, by adding security measures in collaboration with multiple team within the organisation ● Collecting insurance premiums and processing accoun

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Lead Consultant

Insurance brokers

Feb 2016 - Feb 2020 (4 years 1 month)

● Responsible for maintaining relationships with Global clients (West zone in India). ● Business development through networking/global partners across the globe. ● Gathering information from clients, assessing their insurance needs and risk profile. ● Building and maintaining ongoing relationships with clients including understanding the nature of clients' businesses. ● Foreseeing policy renewals and client retention. ● Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price. ● Exploring opportunities in Bangladesh by studying their insurance functions and subsequently coordinating with various insurers for placement of pol

Insurance Broker

Aditya Birla Life Insurance Co Ltd, JLT, Peraj Insurance Broker

Feb 2016 - Current (10 years 4 months)

-  Responsible for maintaining relationship with Global clients in west zone in India.  Business development through networking/global partners across the globe.  Gathering information from clients, assessing their insurance needs and risk profile. - Foreseeing policy renewals and client retentions.  Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price. - Exploring opportunities in Bangladesh by studying their insurance functions and subsequently coordinating with various insurers for placement of policies. - Advising clients on risk management and helping to devise new ways to mitigate risks, for example, by adding security measures.  Collectin

Deputy Manager (Retention)

Aditya Birla Life Insurance Co Ltd

May 2014 - Jan 2016 (1 year 9 months)

● Develop relationships within existing customers as well as growing new customers. ● Responsible for achieving sales targets through effective planning and execution. ● Exploring and generating new business from Corporate. ● Experience of handling large clients, responsible for client interaction, requirement gathering and business generation. ● Worked on end-to-end sales process through proposal preparation, indenture negotiations on rates and coverage, and associated products and services presentations. ● Regularly interact with Insurers for smooth coordination. ● Sales forecasting and strategy formulation and thereon putting thoughts into action by sales efforts-executing product promotion strategies. ● C

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Back office - Customer Relationship Manager

Insurance brokers

Feb 2010 - Apr 2014 (4 years 3 months)

● Gathering information from clients, assessing their insurance needs and risk profile. ● Building and maintaining ongoing relationships with clients including understanding the nature of clients' businesses or lives. ● Foreseeing clients' insurance needs, such as policy renewals. ● Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price. ● Advising clients on risk management and helping to devise new ways to mitigate risks, for example, by adding security measures. ● Renewing or amending existing policies. ● Responsible for all types of claim Intimations to Insurance Companies and also handling all claim related documents, coordi

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Kshama Sarvaiya