Neha Mehra
4-C Cosmos Spring (Angel),Owala Naka, Thane (w).,India
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
14
14
years of professional experience
1
1
Certification
Work history
Insurance Head
Tejpal Motors
Thane, India
03 2024 - Current
- Handling 12+ Outlets.
- Taking care of MG / Honda/Skoda/Toyota/Tata /MG SELECT overall insurance business.
- Reporting to MD & Director.
- Team Strenth 40+
- Business Portfolio 8cr+
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Created detailed reports for management to track performance and sales.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Utilized CRM software to manage client relationships.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Grid negotitation and finalization.
Group Insurance Manager
Modi Motors Agencies Pvt.Ltd
Thane, India
09 2020 - 02 2024
- Handling 12+ Outlets of Gautam Modi Group ' Hyundai / MG / Audi / Thinkcarz / Krishiv Broking.
- Fresh Business / Renewals / Rollovers
- Handling Team Strenth 100+
- Reporting to MD/ Director.
- Handling 6cr+ Monthly Insurance portfolio.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on tragets throughout each quarter.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Used Microsoft Word and other software tools to create documents and other communications.
- Resolved problems, improved operations and provided exceptional service.
- Prepared variety of different written communications, reports and documents.
- Exceeded goals through effective task prioritization and great work ethic.
- Created plans and communicated deadlines to complete projects on time.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Managed team of employees, overseeing hiring, training and professional growth of employees.
- Led projects and analyzed data to identify opportunities for improvement.
- Monitored company databases updated.
- Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Increased customer satisfaction by resolving issues.
- Delivered services to customer locations within specific timeframes.
- Maintained energy and enthusiasm in fast-paced environment.
Insurance Head
Simran Motors Private
Navi Mumbai, India
2019.12 - 2020.08
- Handling Maruti Portfolio 9+ Outlets.
- Handling 35+ Team Members.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Drove team revenue totals by bringing in top sales numbers.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Maintained excellent attendance record, consistently arriving to work on time.
- Prepared variety of different written communications, reports and documents.
- Worked with customers to understand needs and provide excellent service.
- Developed team communications and information for meetings.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Used coordination and planning skills to achieve results according to schedule.
- Participated in team-building activities to enhance working relationships.
- Identified issues, analyzed information and provided solutions to problems.
Insurance Manager
Ritu Automobiles Pvt.Ltd
Thane, India
2014.12 - 2019.12
- The journey of 5 years from Insurance Executive to Insurance Manager.
- Policy Issuance /Endorsment /Cancellation.
- Used coordination and planning skills to achieve results according to schedule.
- Resolved problems, improved operations and provided exceptional service.
- Carried out day-to-day duties accurately and efficiently.
- Followed up on denials, late payments, extensions and other special circumstances.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Researched and resolved routine and complex issues.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 80%.
- Coordinated with contracting department to resolve payer issues.
- Maintained high standards of customer service by building relationships with clients.
Insurance Executive
Landmark Insurance Brokers
Mumbai, India
2013.12 - 2014.11
- Submitted insurance and bond invoices for payment.
- Modified, updated and processed existing policies.
- Calculated adjustments, premiums and refunds.
- Posted payments to accounts and maintained records.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Collected premiums and issued accurate receipts.
- Processed and recorded new policies and claims.
- Verified client information by analyzing existing evidence on file.
Operations Executive
Landmark Insurance Brokers
Surat, India
2012.10 - 2013.07
- Making Quote and sent to the HO.
- Making Policy.
- Making Payments.
Counselor / General Manager
SCIT
Surat, India
2010.11 - 2012.08
- The Journey of 2years from Counselor to General Manger.
- Handling Marketing ,Administration & Academic Departments. Maintaining Office Records of marketing team. Handling school projects. Maintaining Reports & Documentation ,presentations. Dealing with outdoor activities. Handling three branches.(report work, business growth) Making & scheduling advertisements contain & designing. Co-ordinate with college examination n scheduling activity for students. Market survey
Education
MBA - Marketing
NIMS UNIVERSITY
2012
BBA (ISM) - Information Technology
Sardar Patel University
2010
12th - Commerce
Bhulka Bhavan
2006
Skills
- Excellent managerial techniques
- Knowledge of insurance protocols
- Insurance claims cases
- Insurance documentation processing
- Group and individual coaching
Certification
- Cleared Principal Officer Examination for Broker Year 2021.
- Certified Course in Visual Basic 6.0 from Bitnet Computer Education, V.V.Nagar with A grade.
- Certified Course in Oracle 9i from Bitnet Computer Education, V.V.Nagar with A grade.
- Certified Course in Web Designing from Bitnet Computer Education, V.V.Nagar with A+ grade.
Accomplishments
- Awarded for Outstanding Performance in Year 2016 at Ritu Autombiles Pvt.Ltd.
- Awarded for Excellent Performance in Year 2021 at Modi Motors Agencies Pvt.Ltd.
Timeline
Insurance Head
Simran Motors Private
2019.12 - 2020.08
Insurance Manager
Ritu Automobiles Pvt.Ltd
2014.12 - 2019.12
Insurance Executive
Landmark Insurance Brokers
2013.12 - 2014.11
Operations Executive
Landmark Insurance Brokers
2012.10 - 2013.07
Counselor / General Manager
SCIT
2010.11 - 2012.08
Insurance Head
Tejpal Motors
03 2024 - Current
Group Insurance Manager
Modi Motors Agencies Pvt.Ltd
09 2020 - 02 2024
MBA - Marketing
NIMS UNIVERSITY
BBA (ISM) - Information Technology
Sardar Patel University
12th - Commerce
Bhulka Bhavan