11/11/2026 updated
100 % available
Insurance & Operations Analyst | Risk Assessment | Data Analysis | Client Relationship Management
ghaziabad, India
Only remote
PG Diploma in Banking, Financial Markets & Insurance - Tata Institute of Social SciencesAbout me
Certified Insurance & Business Analyst and operations consulting. I leverage advanced Excel, Tableau, and CRM platforms to turn complex operational data into actionable dashboards, streamline workflows, and reduce TAT. Available for freelance process optimization and data-driven analysis projects.
Data AnalysisBusiness IntelligenceRisk AnalysisSalesforce Tableau
Business & Data Analysis
Expertise in analyzing client data and business requirements to deliver data-driven insights, optimize processes, and support decision-making using tools like MS Excel (Advanced) and Tableau.
Risk Assessment & Claims Analysis
Comprehensive knowledge in conducting risk assessments, identifying gaps, crafting risk mitigation strategies, analyzing claims data, and ensuring policy underwriting and compliance.
CRM & Reporting Tools
Proficiency in CRM systems including LeadCRM, Salesforce, Hubspot, and ZohoCRM, as well as reporting through Dashboards, Pivot Tables, Power BI (basic), and Claims Analysis Sheets.
Excel & Advanced Data Handling
Advanced skills in MS Excel including Pivot Tables, dashboards, and trackers to monitor client policy lifecycles, claims, and portfolio performance.
Policy Underwriting & Compliance
Knowledge of policy underwriting processes, compliance reporting, and drafting internal compliance reports to improve service efficiency.
Client Relationship Management
Strong background in managing client relationships, preparing customized insurance proposals, negotiating coverage and pricing, and maintaining stakeholder alignment.
Insurance Portfolio Management
Experience managing diverse insurance portfolios across life, health, and general insurance products, including lead generation and policy optimization.
Power BI & Dashboard Design
Ability to design dynamic dashboards using Excel and Power BI to track maturity, premiums, and renewal rates, improving business transparency.
MS Office & Tableau
Proficient in MS Office suite and Tableau for data visualization, reporting, and operational analysis tasks.
Expertise in analyzing client data and business requirements to deliver data-driven insights, optimize processes, and support decision-making using tools like MS Excel (Advanced) and Tableau.
Risk Assessment & Claims Analysis
Comprehensive knowledge in conducting risk assessments, identifying gaps, crafting risk mitigation strategies, analyzing claims data, and ensuring policy underwriting and compliance.
CRM & Reporting Tools
Proficiency in CRM systems including LeadCRM, Salesforce, Hubspot, and ZohoCRM, as well as reporting through Dashboards, Pivot Tables, Power BI (basic), and Claims Analysis Sheets.
Excel & Advanced Data Handling
Advanced skills in MS Excel including Pivot Tables, dashboards, and trackers to monitor client policy lifecycles, claims, and portfolio performance.
Policy Underwriting & Compliance
Knowledge of policy underwriting processes, compliance reporting, and drafting internal compliance reports to improve service efficiency.
Client Relationship Management
Strong background in managing client relationships, preparing customized insurance proposals, negotiating coverage and pricing, and maintaining stakeholder alignment.
Insurance Portfolio Management
Experience managing diverse insurance portfolios across life, health, and general insurance products, including lead generation and policy optimization.
Power BI & Dashboard Design
Ability to design dynamic dashboards using Excel and Power BI to track maturity, premiums, and renewal rates, improving business transparency.
MS Office & Tableau
Proficient in MS Office suite and Tableau for data visualization, reporting, and operational analysis tasks.
Experience
Professional experience5 - 10 years
Freelancer since2025
Languages
EnglishFluentHindiNative speaker
Project history
Analyzed client data and requirements to recommend tailored insurance and risk management solutions. Developed and maintained strong stakeholder relationships to ensure alignment on business objectives and data-driven strategies. Led data-informed initiatives for lead generation, policy optimization, and claims process improvements.
Managed diverse insurance portfolios and analyzed client data to offer tailored solutions across life, health, and general insurance products. Conducted risk assessments to detect gaps and proactively crafted risk mitigation strategies. Built and presented reports for clients using Excel, enhancing transparency and decision-making. Strengthened insurer partnerships and participated in industry events to drive lead generation.
Supported business development by preparing customized insurance proposals based on client analysis. Negotiated coverage and pricing with insurance carriers aligned to client needs. Maintained dashboards and trackers in Excel to monitor client policy lifecycle and claims.