Kajal Pandey

Business Development Executive

Uttar Pradesh, India5 yrs experience

Key Highlights

5 years of experience in health insurance broking
Expert in broker relationship management and sales
Proven track record in client-focused solutions

Stackforce AI infers this person is a Health Insurance Professional with strong sales and stakeholder management skills.

Contact

Skills

Core Skills

Broker Relationship ManagementSalesTeam DevelopmentCompliance ManagementClient Query ResolutionTrainingRecruitmentEmployment Records Management

Other Skills

Data ManagementHealth Policy ServicesInduction ProcessesInterdepartmental CoordinationMarket TrackingPayroll PreparationPerformance ReviewPolicy ReviewRecruitment DevelopmentStakeholder Management

About

Insurance professional with overall 5 years of experience, majorly in health insurance broking with additional exposure to life and travel insurance. Skilled in broker relationship management, sales, and seamless coordination with underwriting and claims teams. Known for delivering client-focused solutions, strengthening partnerships, and supporting business growth through effective stakeholder management and product knowledge.

Experience

Icici lombard general insurance company limited

Senior Relationship Manager (Health Broking)

May 2024 – Mar 2025 · 10 mos

●Interdepartmental Coordination with other departments such as Health U/W, Claims, & Operations.
●To meet Intermediaries/Brokers on a regular basis and maintaining records of the same in a planned manner
● Manage The Daily Activity Of Partners To Ensure Strong Pipeline.
● Coach And guide To Cross Sell And Grow The Business.
● Ensuring IRDA Compliance Regarding Commission Payments Of Partners.
● Responsible For Ensuring Quality Of Applications.
● Support The Partners In All Activities Related To Health Policy Services.
● Train Partners On Products, Process And USP’s Of Company.

Interdepartmental CoordinationBroker Relationship ManagementSalesStakeholder ManagementHealth Policy Services

Max life insurance company limited

Agency Development Manager

Dec 2022 – May 2024 · 1 yr 5 mos

Enhance quantity and quality recruitment by developing successful leaders
Enhance AFYP & Number of cases by the unit.
Focus on enablement and development of the team
Ensure agents, agency associates, agency associate’s unit and agency leader unit is in complaint with various IRDA guidelines.
Timely contract of agents and agency associates within regulatory guidelines
Track competition regularly at regional level on various measure such as new strategies, new compensation models etc.
Execute plans for growth of the agency
Conduct weekly performance review and planning (PRP) for team
Ensure retention of team by formulating their development plans, meeting their training needs and communicating with them on a regular basis
Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan and follow growth leadership practices.

Recruitment DevelopmentPerformance ReviewTeam DevelopmentCompliance ManagementMarket Tracking

Heartbeat insurance brokers private limited

Team Lead- Sales(Health And Travel)

Feb 2021 – Nov 2022 · 1 yr 9 mos

Coordinating with Channel partners for the Health/Travel Policies, Quotations.
Resolving Client's/Channel Partner's queries.
Providing Training to Channels/New Hires
Reviewing Health/Travel Insurance policies.
Determine premium rates.
Conversion
Creating/Monitoring MIS.
Managing insurance data for reports.

Client Query ResolutionTrainingPolicy ReviewData Management

Petroleumsoft

Executive- HR

Feb 2019 – Mar 2020 · 1 yr 1 mo

Undertaking all End to End Recruitment activities
Preparing or updating employment records related to hiring.
Ensuring new hire paperwork is completed
Informing job applicants of job duties, responsibilities, schedules, working conditions,etc.
Overseeing the hiring process which includes coordinating job posts, reviewing resumes and performing reference checks
Addressing any employment relating issues.
Conducting Joining, Induction and Exit Processes
Assist in Payroll Preparation by providing relevant data(absences, leaves)

RecruitmentEmployment Records ManagementInduction ProcessesPayroll Preparation