Manimeghala Thevar
Insurance Agency Manager
Dubai
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Have overall 10+ years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
11
11
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
Work History
Insurance Agency Manager
Orient Insurance PJSC, Al Futtaim
Dubai
10.2022 - Current
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Investigate complaints regarding the establishment's goods, services and policies.
- Provide information about claims or accounts.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments and retirements.
- Analyze clients' financial records, set goals and develop a financial strategy
- Advise clients on implementing the financial plan to help them achieve their goals
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Plan, organize, direct, control and evaluate the operations of an establishment or department that provides automobile, life, property or other types of insurance services
- Obtained underwriting approval by completing application for coverage.
- Upsold additional products and services after identifying customer needs and requirements.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Defined clear targets and objectives and communicated to other team members.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Insurance Advisor
Orient Insurance PJSC by AL FUTTAIM GROUP
Dubai
12.2021 - 09.2022
- Sell life insurance, ULIP, critical illness, permanent total disability, pension plans and education plans, other types of insurance to clients
- Establish client insurance coverage, calculate premiums and establish method of payment
- Provide information concerning group and individual insurance packages, the range of risk coverage, bene ts paid and other policy features
- Ensure appropriate forms, medical examinations and other policy requirements are completed
- Monitor insurance claims and respond to clients' enquiries
- Identify and solicit potential clientele.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Calculated premiums and established payment methods.
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction.
- Obtained underwriting approval by completing application for coverage.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Senior underwriter - insurance, Motor Insurance Underwriter
Direct Outsourcing Services LLC, RSA Insurance, Emirates
Dubai
12.2019 - 11.2021
- Analyzed credit, compliance, and invoices during underwriting process
- Calculated individual renewal rates based on customers background, industry and demographic information
- Drove continuous improvement through actively identifying such opportunities through quality initiatives and achieved high-standard customer satisfaction
- Negotiated coverage, price and service delivery with brokers
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks
- Supported review and acceptance or denial of new or renewal business
- Created approval documents for AML (Anti-Money Laundering), which is sent for management approval.
Operations Manager
Accenture Solutions Pvt Ltd
12.2016 - 09.2019
- Plan, organize, direct, control and evaluate the operations of establishments that provide services to business such as management consulting, and payroll services, contact centre services and security services
- Develop action plans, provide expertise in response to client needs, and support and advise project team
- Direct and advise staff in the development and implementation of service quality assessment strategies
- Assist agents with administrative or technical problems
- Hire, train and supervise the agents
- Implement efficient working processes and coordinate, assign and review the work of clerks engaged in the following duties: administering accounts payable and receivable; processing, verifying and recording financial documents and forms; administering payrolls; processing
- Engaged in Team Handling and Participated in ad-hoc teams for the improvement of processes and the resolution of issues
- Established and monitored strong internal controls and quality measures and ensured the processes are continuously improved
- Ensured all processes are managed in an effective manner and carried out as per agreed SLA's, targets, and team objectives
- Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Increased profit by streamlining operations.
- Advanced productivity KPIs to achieve key business goals and objectives.
- Reviewed operations reports to understand numbers and trends.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Developed systems to track and log work issues.
- Introduced new methods, practices and systems to reduce turnaround time.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
- Identi ed process improvements for respective areas and worked with supervisor to roll them out
- Ensured all job aid documentation is up-to-date
- Provided daily/weekly reporting to the client
- Managed Operations and People Management.
Quality Assurance Program Specialist
Accenture Solutions Pvt Ltd
11.2014 - 12.2016
- Ensured that the SLAs and Operations metrics are met
- Guided, supported, and worked with the Team Leaders in meeting SLAs and Operational
- Metrics
- Developed management report formats for the Client and Management
- Supported the Team Leaders in the timely generation of management reports
- Proactively identified changes required to be initiated in all aspects of the processes
- Provided continuous feedback and performance appraisal
- Developed a backup plan for all processes handled
- Managed escalations
- Facilitated in audit, review, and so on
- Ensured availability of updated documentation for all processes
- Worked with the Team leaders in identifying training requirements and developed a training plan
- Ensured that troubleshooting and system support as required is available
Senior Associate
Accenture Solutions Pvt Ltd
07.2013 - 10.2014
- Administered Employee database management systems, calibrated requests & run
- Performance reports
- Liaised with third-party vendor & client to get resolutions to employee queries
- Prepared monthly & weekly reports for onshore
- Administered requests through Employee Data Base Management Systems for employees across all
- Onshore, directly over phone and emails
- Conducted Quality Audits and provided timely feedback
- Dedicated time toward processing transactions and supported team members manage their workload
- Demonstrated high quality of written and verbal English skills in all communications with the customer/client and onshore
- Identi ed and updated process documentation that is utilized by the team
- Consolidated and maintained documentations for all processes including process updates
- Participates in various internal or client initiatives related to Process
- Assessed and resolved non-standard/standard issues/problems largely on own initiative
- Advised and escalated issues when faced with tasks/problems outside normal scope of job
- Liaised with the on-shore team to manage team's workload and client expectations, escalating issues as appropriate
Associate
Accenture Solutions Pvt Ltd
09.2012 - 07.2013
- Worked varied hours to meet seasonal and business needs.
- Recommended equipment upgrades to supervisor.
- Used Microsoft tools to create correspondence, edit spreadsheets and develop presentations.
- Greeted customers and offered assistance for increased customer satisfaction.
- Kept detailed records of daily progress to identify and correct areas needing improvement.
- Managed customer relations through communication and helpful interactions.
- Answered incoming telephone calls and processed incoming and outgoing mail to support office staff.
Technical Support Executive
Sutherland Global Services Pvt LTD
08.2010 - 10.2011
- Extended analysis to assist technology team efforts to escalate and resolve issues.
- Oversaw troubleshooting, technical issue resolution and consulting services to upgrade technology infrastructure.
- Analyzed and developed service goals for in-bound call center.
- Tracked KPIs and created continuous improvement plans.
- Configured hardware, devices and software for customers.
- Removed malware, ransomware and other threats from laptops and desktop systems.
Education
Masters - History Part
University of Mumbai
07.2013 - 06.2014
Masters - History Part
University of Mumbai
07.2010 - 06.2011
Bachelors - History
University of Mumbai
06.2009 - 07.2010
Skills
Support - Operations Management - Analysing Information - Metrics and Predictive Analytics -Technical Documentation - Cost Accounting - Customer Service Management - CustomerExperience Management - Accounts Payable Processing - SLA (Service-Level Agreement)Management - Data Processes - Regulatory Compliance - Data Quality Tools & Methods -Procurement Cards - End User & Data center IT Asset Mgmt - Operational Excellence - SLA(Service Level Agreement) Design - Visual Basic for Applications (VBA) Programming Language -Vendor Management - Concur - Travel and Expense Management - Procure to Pay - ResourceCapacity Forecasting & Planning - PeopleSoft Administration - Work Queue Management - ClientRelationship Management - Travel & Expense Processing - Research Analysis and Interpretation -
Effective Verbal Communications - Transaction Management and Rollback Recovery Tools &
Techniques - Data Transaction Management Patterns & Techniques - Service QualityManagement - Critical Thinking - Problem-Solving - Knowledge on a Variety of Products - GoodSalesmanshipClaims reporting systems
Life insurance
Auto insurance
Quotes and sales
Policy renewals
Risk mitigation
Sales and marketing
Financial Management
Staff Management
Strategic planning
Additional Information
- AWARDS AND HONOURS , Best Debutant Award 2021 Received Best Debutant award for achieving the target. Best Rising Star Award 2021 Received Best Rising Star award for achieving above the set targets. Best Team Leader of the year 2019 Received the best Team Leader award for the year 2019 in Accenture. Gold Star Club 2022 Silver Star Club 2022
Certification
PMP® Certification 2018
Timeline
Insurance Agency Manager
Orient Insurance PJSC, Al Futtaim
10.2022 - Current
Insurance Advisor
Orient Insurance PJSC by AL FUTTAIM GROUP
12.2021 - 09.2022
DevOps Capstone Project
07-2021
Agile Scrum Master(ASM®)
02-2021
PMP® Certification 2018
01-2021
Senior underwriter - insurance, Motor Insurance Underwriter
Direct Outsourcing Services LLC, RSA Insurance, Emirates
12.2019 - 11.2021
PMI-RMP® Certification Course
11-2019
Lean Six Sigma Black Belt
06-2019
Operations Manager
Accenture Solutions Pvt Ltd
12.2016 - 09.2019
Quality Assurance Program Specialist
Accenture Solutions Pvt Ltd
11.2014 - 12.2016
Senior Associate
Accenture Solutions Pvt Ltd
07.2013 - 10.2014
Masters - History Part
University of Mumbai
07.2013 - 06.2014
Associate
Accenture Solutions Pvt Ltd
09.2012 - 07.2013
Technical Support Executive
Sutherland Global Services Pvt LTD
08.2010 - 10.2011
Masters - History Part
University of Mumbai
07.2010 - 06.2011
Bachelors - History
University of Mumbai
06.2009 - 07.2010