Kritika Pandit

Job Description:

• Advise clients on and arrange solutions for their insurance needs.
• Ensure knowledge of all relevant products is up to date
• Manage a portfolio of clients, including regularly contacting, reviewing and servicing those clients for new business, renewals and claim
• Ensure good communication with clients and external parties
• Ensure client records are maintained in accordance with the Apex General Ltd policies
• Increase revenue, proactively identify cross selling and upselling opportunities with existing clients
• Ensure all responsibilities are undertaken in accordance with all statutory, legal and good conduct requirements
• Meet product provider obligations relating to financial advisers
• Ensure all responsibilities are undertaken in accordance with Apex General Ltd policies, processes and controls.
• Handle all client interfacing administrative tasks
• Undertake marketing and business development activities for the company

Job Description:

• Provide superior customer service by attending to customer's needs with genuine care and diligence, while identifying opportunities to cross-sell or upsell products
• Arranging quotes for general insurance
• End-to-end management of general insurance policies which includes quoting, price negotiations, preparing statement of advice, payments, endorsements, renewals, and cancellations.
• Working with and providing guidance to Tower's Advisers in placing general insurance.
• Target relationship-building efforts with advisers in order to build and solidify their trust to promote referral growth
• Preparing policy schedules, client presentations, and reports
• Assure compliance with regulatory requirements and professional ethics
• Ensure company's integrity is maintained and risk exposure is minimized by adhering to underwriting guidelines

Achievements:

• Nominated for Contact Centre Awards New Zealand 2022 for outbound sales (individual category)
• Contributed 21% to company-wide GWP in FY'2022
• Top sales agent company-wide in the month of August 2022
• Top sales agent consecutively for the last 6 months within the team
• Won superstar of the month 3 times
• Sold 20 rental policies for one of our biggest clients in the month of May 2022
• Helped move 16 rental policies based on my advise and exceptional service for one of our big advisors in July 2022
• Underwriting level 1 authority

Job Description:

• Provide knowledgeable answers to customer phone, chat and e-mail inquiries regarding products and brand
• Manage ongoing customer relationships utilizing the CRM tools that is Zendesk
• Making changes on the companies website using backend tool, Magento
• Helping management in building up the macros for structured communication with the customers
• Deal with orders in the back office and liaise with logistics
• Assist clients on order-on-line
• Follow-up on all customer requests to ensure the brand provides the highest level of customer service in the industry

Achievements:

• Highest CSAT from past 4 Months
• Maintain a high-volume workload within a fast-paced environment by assisting an average of 200 customers.
  

Job Description:

• Understanding the customer's situation, isolating and categorizing the query for the effective customer outcome
• Troubleshooting the technical queries that end-user face in day-to-day life
• Handling the customer query from inception until resolved
• Booking an appointment for the clients at the nearby store if required, thereby ensuring the issue for customer is resolved efficiently

Achievements:

• Highest achiever of the Month for best customer service
• Maintain a high-volume workload within a fast-paced environment by assisting an average of 150 customers.

Job Description:

• Provide a key service to our client's customers, emphasizing B2B sales
• Understanding customer's requirements and suggesting the right product mix
• Effective utilization of business products, tools, and processes to capture the right information
• Comply with company's guidelines set by quality and management for effective business practices
• Understanding customer's situation and calculating the right price for their product suitability
• Pitching the current promotions for upselling and cross-selling the high-value products

Achievements:

Helped company attain the highest client service ratings (as determined by external auditors) – earned 100% marks in all categories including communication skills, listening skills, problem resolution, and politeness

Job Description:

• Dealing with residents on a daily basis
• Assisting in Dine-in, coffee, mocktails and wines
• Taking orders and services in the Village Centre
• Assisting in up keeping and clearance
• Handling queries regarding food or drinks
• Updating the stock of wines and drinks.

Learning:

• Working for different websites on WordPress
• Updating website
• SEO work for the websites
• Working closely with marketing team in order to design ad campaign for the organization
• Helping organization in marketing process by finding out the best possible way to direct traffic to their website

Learning:

• Researching for the tourist place
• Blog writing for Gold Coast.

Job Description:

• Attended calls and respond to emails
• Handle customer enquiries both telephonically and by email
• Updating existing customer information
• Issuing refunds or compensation to customers
• Giving product, pricing and delivery information to customers
• Complete call logs.

Job Description:

• Staying on top of quote request receipt and resolving the ticket on the same day.
• Completing follow up by sending quotes and brochures of the required product
• Calling and fixing either face to face or telephonic conversation to identify and find the potential opportunities for business
• Preparing a need base product solution for the customer

Achievements:

• Won the most innovative kiosk in international trade fare 2017 2.
• Direct tie-up with builders, which boosted sales by 3%.