Rishabh Moorpana
Account Manager
Dubai
Summary
An experienced Account Manager with over 8 years in the insurance industry specializing in Account Management, Retention / Business Development in Employee Benefits, General Insurance.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Enterprise Account Manager - Account Management
AON
03.2023 - 04.2025
- Managed revenue over USD 450,000 with 93% YTD renewal rate through cross-selling, upselling, and retention across SME and corporate portfolios for key clients like Diasorin Italy, Extron Singapore, and MoneyGram UK.
- Managed client servicing, renewals, and retention with regular business reviews, operational updates, and policy performance insights for Employee Benefits and General Insurance
- Led insurer negotiations via RFPs, advised on terms and coverage, managed claims, and implemented risk management strategies.
- Delivered cover summaries, renewal reports, benchmarking, claims analysis, and invoicing to C-level, while managing daily client servicing, retention, and new business support.
Manager - Account Management
Policybazaar
06.2022 - 03.2023
- Managed USD 320,000 insurance portfolio with 90% renewal rate, structuring employee benefits for Tata Group across new and existing clients.
- Servicing medium and large size clients to ensure all technology driven commitments are fulfilled.
- Serviced clients through endorsements, invoicing, budgeting, and coordination to meet compliance, underwriting, and client expectations.
- Support in expansion of existing clients and generating new business.
Manager - Account Management
MediAssist
03.2021 - 06.2022
- Maintaining and retention of corporate by achieving service level agreement of brokers, insurers and clients.
- Handled a team of 4 CRMs in various regions to meet daily requirements of the insurers and brokers.
- Managing and coordinating with inter departments and Insurers for claim processing, and end to end settlement.
Assistant Manager - Account Management
Marsh McLennan
10.2019 - 01.2021
- Collaborated with account managers and leadership on onboarding, retention, and cross-sell, managed USD 280,000 with 89% renewal for key clients like Knauff Germany and WIPRO.
- Managed placement and servicing of employee benefits and general insurance, meeting global client requirements through RFPs, quote comparisons, and insurer negotiations..
- Prepared renewal reports, endorsements, invoices, and audits for client approval and new sales..
- Maintained relationships with clients, decision-makers, insurers, and TPAs to ensure smooth claims assessment and timely settlement.
- Added value to broking services through gap analysis and market trend analysis..
Associate - Operations
Jardine Lloyd Thompson
08.2016 - 09.2019
- Managed insurance placement and policies for Liability business (Commercial Lines, D&O, PI, Cyber) to meet revenue targets for key clients like Dentsu Aegis, BNP Paribas, WorleyParsons, and British Airways UK.
- Prepared broker slips, renewal contracts, reinsurance slips, and credit/debit notes, endorsements, and addendums.
- Collaborated with the UK team on direct placements and reinsurance for financial risk products.
- Contributed to SLA compliance, audits, and timely reporting to the UK team within TAT.
- Assisted stakeholders with large accounts and insurer queries on outstanding premiums and receivables via debit/credit notes to Xchanging Insure Services
Education
Post-Graduation in Insurance and Risk Management -
Insurance Institute of India
Mumbai 04.2019 - 01.2021
Bachelors in Management Studies (B.M.S) -
Mumbai University
Mumbai 04.2013 - 04.2015
Skills
- Negotiation with Vendors and Insurers
- Client Relationship Management
- Key Account Management
- Sales Presentations and Public Speaking
- Underwriting and Placement
- Time Management
- Sales and Strategy
Timeline
Enterprise Account Manager - Account Management
AON
03.2023 - 04.2025
Manager - Account Management
Policybazaar
06.2022 - 03.2023
Manager - Account Management
MediAssist
03.2021 - 06.2022
Assistant Manager - Account Management
Marsh McLennan
10.2019 - 01.2021
Post-Graduation in Insurance and Risk Management -
Insurance Institute of India
04.2019 - 01.2021
Associate - Operations
Jardine Lloyd Thompson
08.2016 - 09.2019
Bachelors in Management Studies (B.M.S) -
Mumbai University
04.2013 - 04.2015
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