Subi Naaz

Recruitment of IRDA Licensed Advisors to create distribution for generating Business.
•Generating Health Insurance Business Through Agency
•Reporting to Branch Manager

• Drive policy renewal conversions and cross-selling insurance solution by understanding
clients needs and offering tailored product recommendations
• Promote high-quality sales, supply and customer service processes
• Coordinated appointments and continued lead engagement via CRM, ensuring timely
communication and enhanced client experience
• Produced competitive motor insurance quotations that supported sales conversions and
satisfied client needs
• Responsible to ensure that the profitability of the portfolio is increasing and maintained
• Resolving customer complaints quickly and effectively
• Tracked and executed outstanding policy related tasks while facilitating claim
processing for existing clients

• Engaged with existing customers to explain life insurance products and their benefits
• Guided clients through the features of savings plans and other investment solutions to
support their financial goals
• Coordinated appointments with customers for consultations on insurance plans and
financial solutions
• Processed insurance claims for current clients, coordinating documentation and
communication for efficient outcomes

• Generated high-quality leads by analyzing customer needs and recommending suitable
insurance solutions, enhancing sales opportunities and client satisfaction
• Scheduled client meetings and conducted follow-ups to maintain engagement, deepen
relationships, and support sales and renewal opportunities
• Interacted with customers to respond to inquiries about insurance products and
services, and effectively handled and resolved complaints to ensure customer
satisfaction
• Analyzed financial records to evaluate company performance and prepared operational
financial reports to support decision-making

• Prepared and presented health insurance pricing proposals aligned with individual client
needs
• Reached out to customers to secure policy renewals and recommend suitable additional
products to enhance coverage and sales
• Assisted clients with medical requirements for insurance processing, including
scheduling blood tests and related diagnostic procedures

• Followed up with customers to facilitate motor insurance policy renewals
• Managed administrative duties such as generating policies digitally and coordinating
cheque deposits for premium payments
• Engaged with clients by phone to clarify features and benefits of third-party versus

Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.
•Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
•Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
•Complete contract forms, prepare change of address records, and issue service discontinuance orders by using computers.
•Review insurance policy terms in order to determine whether a particular loss is covered by insurance.
•Customer service representatives help customers with various questions and concerns about their policies. They may also take details from customers after their property is damaged, communicating with them on the phone, online or in person.
•Attending calls and correspondences, providing information with respect to insurance policies, and also communicating any changes in policy to existing and prospective clients.
•Ensure that customers make buying decisions armed with the right amount of information.
•Discuss with customers on telephone and provide information on the company’s products and services.
•Manage and protect the reputation of the company.
•Maintain strong client relationship with customers.
•Offering information about price quotes to prospective customers.
•Assist clients in filling of policy documents and contact them whenever any error is discovered, or when it needs to be corrected

Key Responsibilities at ALPS Insurance Advisor Pvt Ltd :
•Calculate premiums and establish payment method.
•Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries .
•Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
•Select company that offers type of coverage requested by client to underwrite policy.

• Facilitated early childhood development through play-based learning activities, fostering
social, cognitive, and motor skills
• Actively involved with students to support learning and play
• Interacted with young learners through play-based methods to stimulate cognitive and
emotional growth