Looking for a job

Rohit Kumar

@rohitkumar20

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Aspiring financial analyst skilled in accounting, Excel, and investment research.

India

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What I'm looking for

I am looking for a growth-oriented role where I can enhance my skills in insurance, client advisory, business analytics, and customer relationship management. I value a professional work environment that encourages learning, performance, and long-term career development while allowing me to contribute through strong communication, problem-solving, and customer-focused solutions

Results-driven B.Com graduate with hands-on experience in Employee Benefits (EB) and Non-EB insurance operations at Edify Insurance Broking. Skilled in client servicing, policy consultation, renewals, claims coordination, and customer relationship management. Possesses strong communication, analytical, and problem-solving abilities with a growing interest in insurance advisory, business analytics, and financial services. Adaptable professional with a keen focus on delivering customer-centric solutions and continuously enhancing industry knowledge through practical exposure and certifications.

Experience

Work history, roles, and key accomplishments

Current

Client Relations Executive

Current

Edify Insurance Brokers Private Limited

Nov 2025 - Present (6 months)

Managed corporate client servicing for employee benefits and insurance programs, including policy renewals, premium negotiations, RFQ handling, and insurer coordination. Conducted portfolio analysis and supported policy quality checks, wording reviews, quote compilation, and reporting across Group Medical, Life, and Personal Accident policies.

Client Relationship Management Employee Benefits Policy Renewal Negotiation Portfolio Analysis Microsoft Excel

client executive relation

Edify insurance brokers

Nov 2025 - May 2026 (6 months)

At Edify, I learned EB & Non-EB insurance operations, including group health policies, renewals, claims coordination, and client servicing. I also gained experience in customer consultation, policy comparison, understanding client requirements, and improving communication and relationship management skills.

Insurance Insurance Sales Insurance Claims Insurance Industry Insurance products Insurance Operations Insurance Knowledge Insurance Terminology Insurance Claims Processing Insurance Verification Insurance Brokerage Insurance Underwriting Insurance Follow Up

Client Coordination Consultant

Freelance Projects

Jan 2023 - Nov 2025 (2 years 10 months)

Provided project-based client coordination focused on communication, documentation, and structured data handling. Supported reporting and operational coordination while strengthening stakeholder management and self-management skills.

Client Communication Documentation Data Management Reporting Stakeholder Management Operational Coordination Problem Solving

Accounting & Audit Intern

Suryanarayana M & Co

Apr 2025 - May 2025 (1 month)

Prepared journal entries, ledgers and trial balances and assisted in finalizing client accounts; conducted audit procedures including vouching and asset verification, improving documentation and process efficiency.

MS Excel Financial Reporting Vouching Trial Balances Working Papers

Education

Degrees, certifications, and relevant coursework

Surana College, Bangalore

Bachelor of Commerce, Accounting & Finance

2022 -

Activities and societies: PR Director, Rotaract Club; Magazine Secretary, Student Council; participated in college management and quiz fests.

Pursuing Bachelor of Commerce in Accounting & Finance with coursework in financial management, corporate finance, and investment analysis; expected graduation 2026.