Rishi sharma
delhi,india
Summary
Accomplished professional with expertise in insurance marketing and policy administration, leveraging a strong foundation in actuarial science to drive tailored marketing strategies and premium calculation. Demonstrates proficiency in SQL database querying and performance metrics evaluation, ensuring effective claims management and underwriting expertise. Adept at negotiating, adjusting claims, and maintaining regulatory compliance, with a focus on budgeting and accounting to optimize financial outcomes. Career goals include advancing strategic initiatives within the insurance sector to enhance operational efficiency and customer satisfaction.
Results-driven Sales Manager with talent for building high-performance teams and driving revenue growth. Expert in creating and executing strategic sales plans, leading to increased market share and improved customer satisfaction. Known for fostering long-term client relationships and delivering on business objectives.
Overview
8
8
years of professional experience
Work History
Sales manager
DPR Health solution Pvt. Ltd.
Delhi, India
03.2017 - Current
- Resolved complaints and inquiries promptly, boosting overall customer satisfaction levels.
- Secured client trust by explaining complex health insurance policies in understandable terms.
- Guided clients through complex application process ensuring paperwork was completed accurately.
- Trained new joiners on company's health insurance offerings and sales techniques, increasing team productivity.
- Developed comprehensive knowledge of various health insurance products available in the market.
- Conducted risk assessments for potential clients, determining appropriate policy premiums.
- Collaborated with the sales team to develop new marketing strategies for health insurance products.
- Managed a high volume of calls daily, providing excellent customer service to all clients.
- Prepared detailed reports outlining client portfolio performance and recommendations for improvement.
- Maintained accurate record system of client interactions and transactions, enhancing organisational efficiency.
- Conducted market research regularly to stay ahead of competitor pricing strategies and product offerings.
- Attended networking events, establishing relationships within the insurance industry.
- Reviewed customer portfolios periodically to ensure adequate coverage was maintained.
- Enhanced understanding of latest industry regulations by conducting regular professional development courses.
- Kept abreast of changes in government healthcare regulations to provide up-to-date advice to clients.
- Coordinated with other professionals such as doctors or solicitors for claim disputes resolution.
- Assisted customers with claims process, ensuring they received their benefits smoothly.
- Provided personalised advice for clients' healthcare needs and budget considerations.
- Identified suitable health insurance plans based on individual medical history and financial capabilities.
- Liaised between clients and medical service providers to progress customer claims.
- Resolved customer complaints calmly and professionally to achieve positive claim outcomes.
- Worked closely with underwriters to negotiate favorable policy terms for clients.
- Retained knowledge of varied health plans and add-ons to upsell and cross-sell insurance products.
- Interpreted customer needs through attentive, responsive service to provide suitable insurance guidance.
Education
Bachelor of Arts -
Delhi University
Delhi/India /2016 - /2019
12th -
CBSE BOARD
DELHI/INDIA /2015 - /2016
10th -
CBSE BOARD
DELHI/INDIA /2013 - /2014
Skills
- SQL database querying
- Performance metrics evaluation
- Insurance marketing
- Policy administration
- Actuarial science understanding
- Budgeting and accounting
- Tailored marketing strategies
- Premium calculation
- Negotiation aptitude
- Claims adjusting
- Regulatory compliance
- Underwriting expertise
- Claims management
Languages
English
Elementary
Hindi
Intermediate
Affiliations
- Play & Watch Cricket
Accomplishments
Best Employer Award
Best Performance of The Year
Timeline
Sales manager
DPR Health solution Pvt. Ltd.
03.2017 - Current
Bachelor of Arts -
Delhi University
/2016 - /2019
12th -
CBSE BOARD
/2015 - /2016
10th -
CBSE BOARD
/2013 - /2014
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