Summary
Overview
Work History
Education
Skills
Languages
Timeline
Goa Trip
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Harpreet Kaur

Whangarei,NTL

Summary

Dynamic Insurance Marketing Manager with a proven track record at Platinum Honda, leveraging data analytics to enhance marketing strategies and boost client satisfaction. Skilled in team leadership and CRM management, I successfully drove product launches and cultivated agency relationships, resulting in increased revenue and improved campaign effectiveness.

Experienced with developing targeted marketing strategies for insurance industry. Utilizes data-driven insights to optimize campaign performance and customer acquisition. Track record of successfully managing and leading marketing teams toward achieving organizational goals.

Overview

13
13
years of professional experience

Work History

Insurance Marketing Manager

Platinum Honda
01.2023 - 12.2024
  • Managed cross-functional teams to deliver successful product launches on time and within budget.
  • Leveraged data-driven insights from analytics tools to continuously refine marketing strategies based on performance results.
  • Conducted thorough market research to inform competitive product positioning and pricing strategies.
  • Increased client satisfaction by developing and implementing targeted marketing strategies for various insurance products.
  • Managed agency relationships, providing clear direction and feedback for campaign development, ensuring alignment with company objectives.
  • Collaborated with sales team to identify growth opportunities and develop tailored marketing initiatives that resulted in increased revenue.
  • Managed workflow between staff, coordinating documents, planning, and creative material distribution.

Customer Service Manager

T R Sawhney Automobiles Pvt. Ltd.
12.2019 - 12.2022
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Took ownership of customer issues and followed problems through to resolution.
  • Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
  • Reduced customer complaints, proactively addressing issues and implementing effective solutions.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Maintained detailed records of interactions with clients, allowing for easy retrieval when needed during follow-up communications or escalations.
  • Collaborated with upper management to improve customer service processes and support structures company-wide.
  • Kept accurate records to document customer service actions and discussions.

Accountant

Anapurna Enterprises
02.2016 - 11.2019
  • Handled day-to-day loading report to drive financial accuracy.
  • Performed testing for billing modules, enhancing new functionality and process improvements.
  • Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.
  • Collaborated with cross-functional teams to resolve billing-related issues swiftly, minimizing negative impacts on overall operations.
  • Reduced errors and discrepancies in invoicing by closely monitoring billing data and conducting regular audits.

Office Manager

Anapurna Enterprises
10.2011 - 01.2016
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Education

No Degree - Computer Science

Vats Education
08-2010

Bachelor's in Commerce - Commerce

D N Degree Collage
C C S University, Meerut, Uttar Pradesh, India
03-2007

Skills

  • CRM management
  • Marketing analytics
  • Team leadership
  • Internal communications
  • Mobile marketing
  • Insurance industry acumen
  • Data analytics
  • Cold calling

Languages

Punjabi
Native or Bilingual
Hindi
Native or Bilingual
English
Professional Working

Timeline

Insurance Marketing Manager

Platinum Honda
01.2023 - 12.2024

Customer Service Manager

T R Sawhney Automobiles Pvt. Ltd.
12.2019 - 12.2022

Accountant

Anapurna Enterprises
02.2016 - 11.2019

Office Manager

Anapurna Enterprises
10.2011 - 01.2016

No Degree - Computer Science

Vats Education

Bachelor's in Commerce - Commerce

D N Degree Collage

Goa Trip

Recently me and my team found a Goa trip to achieve 6 month Insurance Target with 92% accuracy.

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Harpreet Kaur