Mamta Kundu
Melbourne
Summary
An adept Operations Manager and Insurance Broker specializing in operations management and Commercial Insurances. Armed with a rich tapestry in the industry, relish the role of a bridge between clients and comprehensive insurance solutions. Bringing solid understanding of legislative obligations, knowledge of insurance products and insurance market. Organised and hardworking leader with documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Head of Operations & Insurance Broker
Angel Insurance Brokers
11.2020 - Current
- Strategised with clients to create customized insurance policy packages.
- Processing of new business, renewals and policy maintenance
- Preparation of quotations, negotiations with underwriters, preparation of reports
- Liaising with existing clients and underwriters
- Maintain professional relationships with brokers, Insurer partners, Premium Funders & Broking System vendors through meetings, conferences and events.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Leveraged knowledge of company insurance products and services
- Retained 95 % of policyholders during renewal period.
- Extensive knowledge of cancellation process.
- Mentored 4 entry-level brokers, conducted appraisals and contributed towards their development
- Leading team to surpass remarkable milestone of generating One Million in premium within single month and consistently upheld this exceptional performance for seven consecutive periods.
- Supervising New Business and Renewals team
- Weekly internal new business and renewals team meetings to discuss targets, resolving any issues within team and guiding them towards right direction
Student Intern - Accounting & Finance
St. Lucia Business Advisers
02.2020 - 06.2020
- Prepared project presentations and reports to assist senior staff.
- Planned, prepared and participated in weekly meetings and events.
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
- Sorted and organized files, spreadsheets, and reports.
- Liaising with clients and lawyers.
Education
Master of Professional Accounting - Accounting
La Trobe University
Melbourne, VIC05.2020
Bachelor of Commerce - Commerce
Panjab University
Chandigarh05.2018
Skills
- Licensed Insurance Broker
- Winbeat (Sunrise) Software Detailed Knowledge
- Sound knowledge of Compliance, legislative obligations and ethical standards
- Customer-service oriented with problem-solving attitude
- Multitasking, staff and time-management skills
- Relationship Development Skills
- Excellent communication skill and interpersonal awareness
- Resilient, empathetic and understanding
- Knowledge of Australian insurance market, industry practices and governing legislation
- Expertise - Commercial Insurance
Certification
Certificate IV in Insurance Broking -Completed (RG146)
Diploma of Insurance Broking - Enrolled
Certified Practising Accountant (CPA) - Enrolled
Adviser ASIC N0. 001296227
Timeline
Head of Operations & Insurance Broker
Angel Insurance Brokers
11.2020 - Current
Student Intern - Accounting & Finance
St. Lucia Business Advisers
02.2020 - 06.2020
Master of Professional Accounting - Accounting
La Trobe University
Bachelor of Commerce - Commerce
Panjab University
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