Life Planner Sales Advisor
Tata Aia Life Insurance
مجموع سنوات الخبرة :12 years, 1 أشهر
• Provide advice to client and recommend insurance products.
• Provide intermediary services between insurance companies and clients.
• Provide good customer service to maintain and retain clients.
• Expand customer base.
• Interview prospective clients to gather data about them.
• Sell Life policies and annuities.
• Assist clients during the claims process.
• Maintain electronic and paper record.
• Evaluation of risks in terms of exposure, ratings, and imposition of warranties/clauses as required.
• Independently handle proposed risks from receipt of quotations within a given time as per CCHI guidelines
• Review cases with Manager Underwriting for higher numbers of groups, if required.
• Issuance of quotation for the Group Medical Policy
• Communication with Reinsurer (Hannover Re) for rates approval for group size more than 600 members.
• Coordinate with Branch for processing and issuance of new as well as renewal policies and subsequent action through endorsement as required.
• Medical re-imbursement claim process
• Resolve branch level queries as and when required.
• Preparation of MIS (Monthly Information System) report on monthly basis.
• Major contribution towards setting-up department (i.e. preparation of department manual, requisite forms, process chart as per regulator standard & net and gross premium calculator)
• Monitors performance of each service area
• Manages subordinate staff in the day-to-day performance of their jobs
• Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
• Planning and controlling change.
• Managing quality assurance programs
• Interact with customers to provide information in response to inquiries about products and
services and to handle and resolve complaints.
• Monitor, manage and improve the efficiency of support services such as IT, HR, Accounts and Finance. Facilitate coordination and communication between support functions
• Liaison with top management. Assist in the development of strategic plans for operational activity. Implement and manage operational plans
• Evaluation of risks in terms of exposure, ratings, and imposition of warranties/clauses as required.
• Independently handle proposed risks from receipt of quotations within a given time as per CCHI guidelines
• Review cases with Manager Health Underwriting for higher numbers of groups, if required.
• Communication with Reinsurer (Hannover Re) for rates approval for group size more than 600 members.
• Coordinate with Branch for processing and issuance of new as well as renewal policies and subsequent action through endorsement as required.
• Resolve branch level queries as and when required.
• Preparation of MIS (Monthly Information System) report on monthly basis.
• Preparation of Premium Register report on daily basis.
• Major contribution towards setting-up department (i.e. preparation of department manual, requisite forms, process chart as per regulator standard & net and gross premium calculator)
• Verifying official document for Issuance of policy&endorsements.
• Issuance of Individual as well as group policies.
• Issuance of medical cards.
• Mentor new team members.
• Delivering accurate and timely administrative support to underwriters.
• Providing sales force CRM administration such as updating or creating new entries and report generation.
• Uploading loan details, personal loans, two-wheeler loans to company system.
• Updating loan verification report.
• Updating loan sanctioning process
• Updating load disbursement process.
• Documentation of Loans documents.
• Preparation of monthly report.
Life insurance license from the Insurance Regulatory and Development Authority of India.
Wafa Insurance Co - Training Certificate
Wafa insurance company training Certificate
IFCE
Mobile phone servicing course
Bachelor of Commerce Paper 1 - Business Studies Paper 2 - Managerial Economics Paper 3 - Information technology for Business Paper 4 - Financial Accounting Paper 5 - Business and Corporate law Paper 6 - Business management Paper 7 - Banking theory and practice Paper 8 - Business communication Paper 9 - Marketing management Paper 10 - Entrepreneurial development & project management Paper 11 - Auditing Paper 12 - Cost and management accounting Paper 13 - Income Tax Paper 14 - optional paper 1 Co-Operation Paper 15 - Optional paper 2 Co-operation Paper 16 - Business practice Paper 17 - Business environment
Plus Two - Commerce * Business Studies with functional management *Accountancy with Costing *Economics *computer application
secondary school leaving certificate