Prerna Sharma

1. June 2016- June 2017 - Assistant Manager in Marsh India Sales Team

Job Role/ Responsibilities

• Committed to acquiring new clients
• Redesigning existing policies for clients and understanding Client’s new requirement
• Collaborating with internal practices to structure comprehensive and lucrative insurance solutions
• Negotiating with insurers on best underwriting terms as well as commercials

Key Achievement in Sales Role

• Achieved new business of USD.40,000 in first 6 months of tenure
• New clients major wins were in following segments - Construction, Infrastructure, Plastic Manufacturing, Automotive and Engineering

2.June 2017- till Date - Vice President - Risk Management Practice

Job Role/ Responsibilities

• Cultivated strong relationships with key stakeholders, including customers, vendors, and community leaders to promote collaboration and long-term success.
• Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
• Increased company growth through collaboration with sales and other practices.
• Delivered strong financial performance despite challenging market conditions by executing prudent risk management strategies throughout all aspects of business operations. Currently managing close to $1Mn book for large clients (Multi National + Indian Clients)
• Instrumental in structuring alternative placement solutions for clients including Global Programs for Indian Interest Abroad clients
• Highly focused and committed on achieving year on year New Business Targets through cross sells, references and networking.
• Championed contract reviews, policy due diligence and LIA's for PEMA clients.
• Negotiating with various insurers for water right terms & conditions, commercials and rewards
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.

Key Achievements in RMP:

• Achieved over 100% New Business target year on year
• Achieved 20 %- 25% year on year growth on Retention revenue book
• Mentored Management Trainee, Summer Interns & Lateral hires
• "Pat On the Back" for 100% client retention and annual new business targets achieved in 2021
• "Pat on the Back" for expanded business of $40,000 quarter 2 2022.
• "Pat on the Back" For New business of $100,000 Quarter 1 2023.
• Year 2022 closed USD 90,000 new business in the 3rd quarter
• Year 2023 closed USD 130,000 new + expanded business in 2nd Quarter along with a "Stand Out "Performance Rating
• Year 2024 - "Star of the quarter" award for to bring in new clients on board. Total Revenue for new client on boarding was $175,000 for quarter 1 & 2
• Achieved 40% YOY uptake in revenue (YTD December) for 2024.Revenue for New + Expanded business alone was $ 250,000 which resulted in a "Stand Out" Performance rating.

Job Role/ Responsibilities:

• Acquiring New clients
• Advising clients on their current portfolio and understanding Client’s new requirement.
• Maintaining Client Relationship for cross sell opportunities
• Preparing Quote Comparison report and presenting to customer
• Consulting and advising clients on evolving insurance trends