Aditya Rana
Auckland
Summary
Dedicated Account Manager with 7 years of experience in the finance and insurance industry. Expertise in client relationship management, policy analysis, and risk assessment drives customer satisfaction. Results-driven professional managing high-value client accounts, fostering loyalty through tailored strategies. Exceptional teamwork and adaptability in dynamic environments. Strong analytic, quantitative, and technical aptitude with attention to detail. Self-motivated, driven, and adaptable with a track record of exceeding goals.
Overview
12
12
years of professional experience
Work History
Key Account Manager (Life & Health)
Gallagher Insurance
01.2024 - Current
- Develop and maintain strong relationships with clients, understanding their insurance requirements and providing appropriate solutions
- Act as the main point of contact for clients, addressing their queries and concerns in a timely manner
- Manage a portfolio of accounts, ensuring client retention and growth
- Conduct regular account reviews to identify opportunities for cross-selling and upselling insurance products
- Collaborate with underwriters and internal teams to facilitate policy issuance, claims processing, and other related activities to ensure seamless service delivery
- Identify and pursue new business opportunities within existing accounts and through prospecting
- Conduct periodic reviews with clients to assess their satisfaction, identify any gaps in coverage, and recommend adjustments or enhancements to their insurance policies
- Oversee the administration of insurance policies, including policy renewals, endorsements, and cancellations
- Ensure accurate and timely processing of policy documentation, premiums, and claims
- Conduct risk assessments for clients, analysing their insurance needs and recommending appropriate coverage options
- Collaborating with internal teams: Work closely with underwriters and o
Claims Manager (Property and Farm Assets)
Suncorp Group
11.2022 - 12.2023
- Managing and overseeing the entire claims process for property damage and loss on farms and other agricultural properties
- Decisions making (up to worth of $50k claim acceptance authority)
- Ensuring policyholders receive fair compensation for their losses while adhering to industry regulations
- Receiving and reviewing claim forms, assessing the validity of claims, and determining coverage based on policy terms and conditions.
- Conduct thorough investigations to determine the cause and extent of property damage or loss, gathering evidence, and interviewing relevant parties.
- Provide regular updates on the status of claims, address inquiries or concerns, and provide guidance and support to policyholders throughout the process
- Engaging in negotiations with policyholders, third parties, and their representatives to reach fair and equitable settlements
- Adhering to ethical standards and maintaining confidentiality of sensitive information
- Coordinated catastrophe response efforts, ensuring prompt deployment of resources during high-volume periods or natural disasters.
- Reduced claim disputes by enforcing strict adherence to policy terms and conditions.
- Championed insurance claims process by providing expert knowledge and building positive, trusting relationship to support clients during challenging times.
Personal Lending Specialist
Finance Now
07.2021 - 10.2022
- Evaluating loan applications and determining the creditworthiness of borrowers
- Managed a diverse portfolio of loans across various sectors, demonstrating versatility and adaptability within the lending specialist role.
- Assisted colleagues in managing complex loan applications, expediting processing time and ensuring timely approvals.
- Implemented risk mitigation strategies during loan evaluation processes, safeguarding the institution''s interests and minimizing potential losses.
- Understand client's financial needs and provide guidance on loan options that best suit their requirements
- Assessing loan applications to determine the eligibility of borrowers based on credit history, income, and other relevant factors
- Conducting credit analysis
- Providing loan recommendations
- Assisting with loan documentation
- Collaborating with underwriters
- CCCFA and FMA check
Mortgage Adviser
HFC Finance
05.2020 - 06.2021
- Meeting with clients to understand their mortgage needs and financial situation
- Assessing clients' eligibility for mortgage loans and determining the maximum loan amount they can afford
- Researching and comparing mortgage products from various lenders to find the best options for clients
- Assisting clients with the mortgage application process, including gathering necessary documents and completing paperwork
- Complying with all regulatory requirements and ethical standards in the mortgage industry
Lending Specialist
Latitude Finance
05.2017 - 04.2020
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Evaluating loan applications and determining the creditworthiness of borrowers
- Managed a diverse portfolio of loans across various sectors, demonstrating versatility and adaptability within the lending specialist role.
- Assisted colleagues in managing complex loan applications, expediting processing time and ensuring timely approvals.
- Implemented risk mitigation strategies during loan evaluation processes, safeguarding the institution''s interests and minimizing potential losses.
- Understand client's financial needs and provide guidance on loan options that best suit their requirements
- Assessing loan applications to determine the eligibility of borrowers based on credit history, income, and other relevant factors
- Conducting credit analysis
- Providing loan recommendations
- Assisting with loan documentation
- Collaborating with underwriters
- CCCFA and FMA check
Customer Service Representative & Team Leader
The Briscoes Group
05.2013 - 04.2017
- Responding to customer inquiries and resolving complaints via phone, email, or in-person
- Providing information about products and services to customers
- Handling and resolving customer complaints in a professional and timely manner
- Assisting team members in resolving complex customer issues
- Setting team goals and objectives to meet customer service targets
- Monitoring team performance and providing regular feedback and coaching
Education
Core Strand-Level 5 version 2 -
Strategi Group NZ
Auckland, NZ07-2020
Residential Property Lending-Level 5 version2 -
Strategi Group NZ
Auckland, NZ07-2020
International Diploma in Business Management-Level 5 & 6 -
Ntec (Affiliated By AUT)
Auckland, NZ04.2015
Skills
- Up to Date with CCCFA/FMA
- Policy handling, Renewals & Reports
- Client relationship management
- Policy administration
- Accounts management
- Risk assessment
- Claims processing
- Regulatory compliance
- Communication skills
- Problem solving
- Team collaboration
- Negotiation and Conflict Resolution
Hobbies and Interests
- Sports
- Travelling
- Cooking
Timeline
Key Account Manager (Life & Health)
Gallagher Insurance
01.2024 - Current
Claims Manager (Property and Farm Assets)
Suncorp Group
11.2022 - 12.2023
Personal Lending Specialist
Finance Now
07.2021 - 10.2022
Mortgage Adviser
HFC Finance
05.2020 - 06.2021
Lending Specialist
Latitude Finance
05.2017 - 04.2020
Customer Service Representative & Team Leader
The Briscoes Group
05.2013 - 04.2017
Core Strand-Level 5 version 2 -
Strategi Group NZ
Residential Property Lending-Level 5 version2 -
Strategi Group NZ
International Diploma in Business Management-Level 5 & 6 -
Ntec (Affiliated By AUT)
Similar Profiles
George ThomasGeorge Thomas
Insurance Broker - Commercial at Gallagher InsuranceInsurance Broker - Commercial at Gallagher Insurance
Torey BernamoffTorey Bernamoff
Client Executive at Gallagher InsuranceClient Executive at Gallagher Insurance
Alex SimpsonAlex Simpson
Insurance Broker at Gallagher InsuranceInsurance Broker at Gallagher Insurance