Results-driven professional with 7 years of experience in the Pre-Sales Insurance domain. Expertise in RFP and RFI management, policy administration, underwriting principles, proposal management, claims management, scope of work (SOW), team management, and client interaction. Analyzed new markets to assess the potential for selling a suite of General Insurance solutions, led end-to-end management of RFP and RFQ pursuits, and collaborated with cross-functional teams to ensure high-quality proposals. Adept at gathering business requirements, presenting proof of concept (POC), and preparing functional documents.
Overview
7
7
years of professional experience
Work History
Pre-sales Lead
Azentio Software Private Limited
04.2021 - 03.2023
Trained and mentored new sales representatives.
Developed and delivered engaging sales presentations to convey product benefits.
Collaborated with cross-functional teams, sales teams, product teams, delivery teams, and legal to identify and address customer needs, insights for proposal development.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Quoted prices, credit terms and other bid specifications.
Analyzed new markets to assess the potential for selling General Insurance solutions, including P&C Insurance Core Administration, Web Applications, Mobile Applications, BI tool (QlikSense), telematics, CRM, and WhatsApp/Chatbot.
Led end-to-end management of RFP and RFQ pursuits, ensuring timely submission of high-quality proposals.
Developed and maintained a repository of standardized response templates, ensuring consistency and efficiency in proposals.
Determined the cost of delivery and created a tentative plan for application deployment, considering recent industry trends and key geographies.
Led proposal kickoff meetings, assigned tasks to team members, and coordinated efforts to meet proposal deadlines.
Coordinated with subject matter experts to incorporate technical expertise and value-added solutions into proposals.
Gathered business requirements to determine the scope of projects.
Presented proof of concept (POC/Demo) to customers using the existing Insurance Suite core system.
Represented the scope in flow diagrams and wireframes for web-based portals.
Prepared functional documents (FSD or BRD) for customized product development.
Ensured the developed product aligned with the signed BRD through thorough proofreading.
Senior Presales Consultant
3i-infotech Private Limited
07.2017 - 04.2021
Worked closely with sales team on understanding customer requirements, promoting products and delivering sales support.
Presented technical presentations to clients to explain product features and benefits.
Collaborated with cross-functional teams to deliver successful product implementations.
Worked with customers and engineering team to determine equipment needs and system requirements.
Delivered technical presentations matching audience level of expertise to explain products and services to customers.
Responded to specific customer requests, including RFP responses and industry-specific solutions.
Gained extensive knowledge of products and services to provide best-in-class sales engineering solutions.
Configured and modified product systems to meet customer-specific needs.
Organized product demonstrations
Management Trainee
3i-infotech Private Limited
02.2016 - 07.2017
Gained knowledge of company policies, protocols and processes.
Acted with integrity, honesty and knowledge to promote culture of company.
Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.