
Akash Rana
@akashrana5
I build insurance portfolios through client acquisition, risk assessment, broker relationships, and end-to-end service.
What I'm looking for
At JB Boda Insurance and Reinsurance Brokers, I spearhead client acquisition, assess risk, and build insurance solutions across Punjab, Haryana, and Himachal Pradesh. I manage a ₹2 crore premium portfolio built through 43 new clients after setting up a new office.
Previously at Mahindra Insurance Broker, I opened new client opportunities across multiple sectors and helped build a ₹1.24 crore premium portfolio through 14 non-Mahindra accounts. At IFFCO TOKIO, I delivered ₹5.75 crore against a ₹6 crore six-month target across property, engineering, and health portfolios.
My experience spans general and life insurance, claims processing, brokerage disbursement, customer service, retention, and broker management. I began my career in insurance system testing and quality analysis, bringing a detail-oriented approach to client and portfolio management.
Experience
Work history, roles, and key accomplishments
Associate General Manager
JB Boda Insurance and Reinsurance Brokers Pvt Ltd
Jan 2025 - Present (1 year 8 months)
Spearhead client acquisition across diverse sectors, conducting risk assessments and crafting optimal insurance solutions. Currently managing a portfolio of Rs 2 crore in premium size by creating a base of 43 new clients and setting up a new office.
Senior Area Manager
Mahindra Insurance Broker
Apr 2023 - Aug 2024 (1 year 4 months)
Created new clients by opening new doors in multiple sectors and helped them assess risk and provide insurance solutions. Onboarded 14 non-Mahindra accounts and created a portfolio of 1.24 crores in premium.
Assistant Manager
IFFCO TOKIO General Insurance Company
Sep 2022 - Mar 2023 (6 months)
Increased premium size for the company from multiple general insurance brokers and serviced them in different ways. Achieved Rs 5.75 Crores against a target of Rs 6 Crores from Property, Engineering, and Health portfolio.
Cluster Manager
Raheja QBE General Insurance Company
Aug 2021 - Sep 2022 (1 year 1 month)
Serviced and generated premium from 45 different brokers aligned along with the Chandigarh area. Maintained a 90% retention ratio and achieved at least 95% of budget every month.
Assistant Manager
Bajaj Allianz General Insurance Co. Ltd
Jul 2019 - Aug 2021 (2 years 1 month)
Served in multiple channels during tenure, gaining experience in dealing with customers and living up to expectations on the insurance front. Handled direct and MNC broking, concentrating on new clients and converting prospects.
System Tester
Canara HSBC Life Insurance
Jul 2016 - Apr 2017 (9 months)
Performed system testing for insurance policies on different platforms like websites, tablets, and iPads. Prepared test case scenarios and executed them based on functional specifications and business requirements.
Quality Analyst
USTech Solutions Pvt Ltd
Jul 2014 - Aug 2015 (1 year 1 month)
Checked and verified issues arising due to movement of content from one online course platform to another, servicing clients for K-12 students in the USA.
Education
Degrees, certifications, and relevant coursework
Amity University
Master of Business Administration, Business Administration
2017 - 2019
Pursued an MBA at Amity University, NOIDA, from 2017 to 2019.
Institute of Management Education
Bachelor of Computer Applications, Computer Applications
2011 - 2014
Completed a Bachelor of Computer Applications at Institute of Management Education, Ghaziabad, from 2011 to 2014.
National Institute of Open Schooling
Class XII, General Studies
Completed Class XII through the National Institute of Open Schooling, Delhi.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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