Vaibhavi Vijay Chavan
Operations
Dubai
Summary
Persuasive, Energetic and communicative professional with more than 2 years of experience possessing strong work ethic and excellent business sense and expertise in assessing client needs, advising on coverage options and monitoring insurance requirement. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
1
1
Certification
4
4
Languages
Work History
Insurance Advisor
RSA (Royal and Sun Alliance)
Dubai
10.2021 - Current
- Evaluated customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new and renewal insurance contracts.
- Provided quotes and promoted products for travel and motor insurance.
- Computed premiums and established payment methods.
- Sold Motor and Travel insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Explained features, advantages and disadvantages of various Motor & Travel policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Obtained underwriting approval by completing application for coverage.
- Carried out after-sales services such as No claims certificate, orange card, policy cancellation, extension or amendment.
- Responded to customer calls swiftly to resolve issues , handle escalations and answer questions.
- Maintained high standards of customer service and built relationships with clients using active listening and issue resolution.
Operations Execute
Insurance market.ae (AFIA Insurance)
Dubai
04.2020 - 09.2021
- Consistent administrative and back-office support on quotations, inquiries, policies issuance, etc.
- Responsible for processing prompt applications for new business and renewals for clients.
- Contacting and negotiating with underwriters on the policy premiums, car value and other covers & benefits.
- Assisting the clients with regards to Cancellation and claims process. Coordination with inter department for the payments and policy conversions.
- Endorsing and amending the policy whenever needed.
- Assisting the clients with after sales service.
- Maintaining the record of Daily & Monthly sales reports.
Customer Service Support
SBI Funds Management Pvt Ltd
Goa
11.2018 - 01.2020
- Evaluate all customer needs and promote company products.
- Answering incoming calls and e-mails from customers and distributors.
- Handling and resolving customer complaints to customer satisfaction within the defined authority limits and to escalate as per the process.
- Recommend potential products or services to management by collecting customer information and analyzing customer needs.
- Responsible for ensuring outstanding customer relations.
- Attending walk in Clients /Distributors.
- Overall Responsibility of Operations of ISC including checking and processing of applications & timely onward submission to CAMS.
- Also, checking for invalid or hold transaction if any in the next day and timely action.
- Monitoring of all accounts related bills and Bank reconciliation with HO.
- To keep record of all accounts related monthly vouchers intact
Education
MBA - Financial Services
Goa University
Goa, India 07.2016 - 05.2018
Bachelors of Commerce - Cost Accounting
Shri Damodar College of Commerce And Economics
Goa, India 06.2011 - 04.2014
Skills
Communication skills
Time management
Team player
Organizational skills
Customer centric
Fast learner
Interpersonal skills
Underwriting and adjustments
Certification
Tally ERP 9 with VAT
Additional Information
Date of birth : 06/02/1994
Nationality : Indian
Marital Status : Unmarried
Timeline
Insurance Advisor
RSA (Royal and Sun Alliance)
10.2021 - Current
Operations Execute
Insurance market.ae (AFIA Insurance)
04.2020 - 09.2021
Tally ERP 9 with VAT
01-2020
Customer Service Support
SBI Funds Management Pvt Ltd
11.2018 - 01.2020
MBA - Financial Services
Goa University
07.2016 - 05.2018
Bachelors of Commerce - Cost Accounting
Shri Damodar College of Commerce And Economics
06.2011 - 04.2014