Insurance Resume

5 Years of Experience Insurance Resume

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•A dynamic professional with nearly 5.6 years of experience in Sales and Marketing in the Insurance sector
•Presently associated with HDFC ERGO General Insurance Co. Ltd., as Assistant Manager
•Dexterity in maintaining business relationship with clients and customers to achieve quality product and targeted service norms
•Deft at carrying out sales activities, negotiating with customers & resolving their service related grievances
•A keen planner with proven abilities in devising strategies to augment business, streamlining distribution networks & promoting products for business excellence
•Capability in tracking market/ competitor trends to keep abreast the changing client’s requirement/ expectations
•An effective leader with excellent people management and communication skills.


•Specialization: Underwriting, Life Insurance Operations Management, Understanding of Regulatory Compliances, Policy & Claims Management.
•Implementing underwriting guidelines, processes, workflow and application forms; ensuring, implementing and adherence of product policies
•Vendor Management, Mgmt of Cross Functional Teams, Project & Quality Mgmt. ISO 9001 Implementation.
•Preparing documents as per the requirements & maintaining confidential work reports/ legal documents
•Coordinating with independent experts in case of disputes & handling activities related to issuing of policies
•Monitoring the process to ensure operational efficiency; streamlining processes to ensure smooth functioning of the business operations
•Meeting deadlines and TAT without compromising prescribed norms and adhering to SLA
•Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst team members
•Building and maintaining healthy business relations with clients, ensuring maximum customer satisfaction by achieving delivery & quality norms


Sep'07 - oct'10                                                                                        

Company : Medimanage Insurance Broking Pvt. Ltd.

Reporting to:Operation Manager

Work Details    :

Handling MIS Services :-
1) Reconciliation of Data.
2) Upload & Sending Daily Insured Employee Addition & Deletion Report.
3) Sending Daily / Weekly Endorsement reports as per client requirement.
4) Sending HR MIS report.
5) Maintained control sheet of Addition & Deletion report of Emp and Dependent.
6) Resolved customer related queries.  


Company : ICICI Prudential Life Insurance Company Ltd., Mumbai as Manager- Business Planning & Analysis
•Formulating business plans for the sales channels and setting key business parameters in line with guidance from the management
•Preparing annual expense budgets for sales, process and support functions
•Interacting with the line of business/ channel owners on new initiatives for improving productivity and distribution
•Providing analysis and insights into monthly business performance to the management, and managing periodic group reporting requirements
•Managing the hiring of unit managers across the country and ensuring within zonal targets
•Conducting annual space planning exercise with the objective of branch rationalization
•Assisting the management in decision-making by providing management reports,daily sales MIS for tracking of business

Notable Highlights:

•Devised a channel levelrobust financial model for budgeting/ forecasting and scenario building that facilitated iterative budget discussions with the business owners
•Conceived an automated dashboard for daily tracking of business performance and other key performance indicators of the company
•Recognized as the “Striker of the month” for achieving the objective of space rationalization by linking the branch productivity model with space planning

Jan’12- Till Date    Manager (Operations), (Processing Centre), Bangalore


As Manager:

•Processing new business (NB) proposals - Individual & Groups
•Underwriting – Individual and Group products- Financial & Medical
•HandlingPolicy Servicing, Claims and Client Interface for the Bangalore Region as per defined Performance Metrics
•Monitoring and implementing procedures &ensuring client servicing at an optimal level
•Involved in Vendor management ; Outsourced Processes – TPA / Mail Room / Scan based Data Entry and Processing
•Served as Member of Core Team; In ISO 9001:2000 Implementation & Certification
•Organising training of Operational Staff – Internal and External
•Spearheading responsibilities related to branch audits, conditions and reporting
•Undertaking analysis of reports on issuance and follow up with thebranches and head office to minimize the login to issuance gap

Academic details:

2007    B.A. from University of Pune.
2002    12th from Pune Board.
2000    10th from Pune Board.

Personal Details :

Date of Birth      : 4th January, 1987
Address            : B-28, Aravali Kunj, Sector-13, Rohini, Delhi-110085   
Languages Known    : English and Hindi
Location Preference: Delhi/NCR, Bangalore, Chennai, Hyderabad, Mumbai


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