Byrappa HM

• Managing orders for all Refinitiv products, including generating legal contracts and order forms, as well as handling entitlements and billing.
• Provide administrative support to sales team and customers.
• Collaborate with various teams such as sales, legal, commercial, compliance, entitlements, and collections to fulfill sales and customer requests.
• Work to continuously improve internal order processing to enhance customer service.
• Assisted management in creating detailed reports on sales trends, customer feedback, and overall operational performance indicators.
• Track order progress, manage efficiency, and generate sales reports and invoices using ERP systems and CRM software like SAP, Salesforce, and CPQ Tool.
• Address customer inquiries, resolve issues, and cultivate positive relationships with key accounts.
• Contributed to revenue growth through upselling techniques when communicating with customers about their specific needs or requirements.
• Offer timely support and resolution for issues related to Data and Compliance.
• Ensure the accuracy of all client orders for sales and financial reporting, while maintaining compliance with SOX controls and third-party guidelines.
• Possess experience working directly with Sales Account Executives and Account Managers.
• Train and mentor new team members, facilitating smooth onboarding of junior sales order specialists.
• Organize team-building and CSR activities and lead knowledge-sharing sessions to improve process understanding.

Line of Business: Property and Casualty insurance, Liability insurance, Property insurance, Landlord insurance, Workers compensation insurance, Umbrella insurance, Business insurance, Industrial insurance, Motor insurance, Marine insurance, Farm insurance etc.

• Recorded claims applications with detailed incident explanations and processed settlement claims based on investigation reports.
• Prepared quotes from different insurers, summarized premiums, and advised clients on the best options.
• Managed policy renewals by invoicing for the upcoming year and providing a consolidated renewal package to clients.
• Processed policy endorsements and cancellations as per client and insurer requests.
• Conducted in-depth policy reviews to identify coverage gaps and recommended necessary adjustments.
• Collaborated with underwriters to negotiate favorable policy terms and pricing for clients while maintaining profitability for the company.
• Strengthened client relationships through regular follow-ups, resulting in higher retention rates and additional referral business.
• Led a team of 15 members in the team leader's absence, managing queries and daily production reports.
• Trained new joiners, helping them achieve certification and work independently on production tasks.
• Implemented process improvements that streamlined workflows, resulting in a 15% increase in team productivity.