Jenny Rekha N

• To consistently achieve monthly, quarterly and annual business targets.

• To develop direct business revenue through all products

• Point of salesperson recruitment, Business development and Relationship Management

• Customer Service & Retention

• Analyze sales performance metrics to identify opportunities for team improvement.

• Skillfully manage team revenue and maintain strong relationships with clients, fostering long-term partnerships built on trust and exceptional service, and managing clients for new business.

• Provided management with regular MIS reports on a weekly/monthly basis.

• Developed new SOPs to streamline processes and increase efficiency.

• Sending complaint and claim reports to corresponding teams for swift resolution.

• Issued customised offline policies to passengers based on their travel dates and requirements.

• Consistently assisted agents and salespersons with their insurance/coverage questions as part of daily responsibilities.

• Effectively handled inventory management, conflict resolution, and complaint handling.
• Streamlined supply chain management processes for order management.
• Optimized US ocean import documentation procedures.
• Successfully handled document processing for a range of tasks, such as arrival notices, invoices, container availability notifications, and intermodal arrivals.
• Maintained consistency in purchase order details through meticulous update process using the commercial invoice and shipper's provided copy.
• Identified and resolved discrepancies in invoices, including ETA, routing, quantity, and weight, to maintain accurate records.
• Analyzed live routing details on carrier websites to effectively monitor shipment progress.
• Sending daily team reports to US business partners (Include TAT details and all queues' current status).
• Handling meeting call from Onshore (US partner) for clarifying queries and for process improvement ideas.

• GOM (Guard-O-Matic): Verifying GOM Banking information form and manually drafting premium or any other due for policies, changing draft dates, changing bank Information, and changing billing mode.

• Verifying checks and making the premium payments, loan repayments, PUA, loan interest, etc.

• Policy changes: Changing plan type, face amount reduction and increase, adding riders, changing policy issued date.

• Changing personal information for the client like beneficiary detail, address, and advisors and assignee information.

• Sending daily team reports to US business partners (Include TAT details and all queues' current status).