Kumari Shivani
@kumarishivani1
I improve insurance operations through accurate data, client communication, and streamlined workflows.
What I'm looking for
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
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.
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.
Analyst
Xceedance Consulting India Pvt Ltd
Apr 2021 - Jul 2022 (1 year 3 months)
Drafted insurance documentation and validated files for compliance in the US insurance and reinsurance sector. Cross-referenced invoice information, identified process improvements, and developed relationships with brokers and agents.
Education
Degrees, certifications, and relevant coursework
Rajdhani College, University of Delhi
Bachelor of Commerce, Commerce
Bachelor of Commerce degree from Rajdhani College, University of Delhi in 2020.
Army Public School Dhaula Kuan, Delhi
Intermediate, General Studies
Completed intermediate education at Army Public School Dhaula Kuan, Delhi in 2017.
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
Availability
Location
Authorized to work in
Job categories
Skills
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