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Kumari Shivani

@kumarishivani1

I improve insurance operations through accurate data, client communication, and streamlined workflows.

India
Message

What I'm looking for

I'm looking for an operations or insurance-focused role where I can use data analysis, CRM management, client communication, and process improvement to improve service quality and operational efficiency.

I'm currently supporting Consumer Operations at Equinox Research Pvt Ltd (Bayzat), where I've gained experience in the UAE health insurance market. I use Salesforce CRM to manage communication pipelines, track account progress, and support sales and finance reporting.

I manage multiple clients under tight deadlines while resolving feedback-driven issues and improving data accuracy. I also strengthen coordination between sales and operations for faster decisions.

Previously, at Nk Pokala Pty Ltd, I supported Australian general insurance renewals, client communications, quotes, policy binding, premium invoices, and brokerage procedures. I developed operational manuals, conducted staff training, and performed quality control to identify inconsistencies.

At Xceedance Consulting India Pvt Ltd, I worked on US insurance and reinsurance documentation, compliance validation, invoice cross-checking, and process improvement. I bring detail-oriented data analysis, insurance operations knowledge, and clear communication across clients, brokers, underwriters, and internal teams.

Experience

Work history, roles, and key accomplishments

EL
Current

Consumer Operations Analyst

Equinox Research Pvt Ltd

Mar 2025 - Present (1 year 6 months)

Gained experience in the UAE health insurance market, utilizing Salesforce CRM to manage communication pipelines and track progress. Managed multiple clients, strengthened inter-departmental communication, and boosted customer satisfaction through analysis of feedback and timely issue resolution.

NL

Business Support Officer

Nk Pokala Pty Ltd

Feb 2023 - Jul 2024 (1 year 5 months)

Provided expertise in Australian general insurance and renewals, advising clients on suitable policies. Managed client information, handled communications with underwriters and clients, processed quotes, bound policies, and conducted staff training and quality control.

Education

Degrees, certifications, and relevant coursework

Rajdhani College, University of Delhi logoRD

Rajdhani College, University of Delhi

Bachelor of Commerce, Commerce

Bachelor of Commerce degree from Rajdhani College, University of Delhi in 2020.

AD

Army Public School Dhaula Kuan, Delhi

Intermediate, General Studies

Completed intermediate education at Army Public School Dhaula Kuan, Delhi in 2017.

AB

Army Public School, Bangalore

High School Diploma, General Studies

Completed high school education at Army Public School, Bangalore in 2015.

Tech stack

Software and tools used professionally

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