Personal Information

Qualifications

• 1995, Master degree in Mathematics from Delhi University with specialization in Operational Research.
  

• 1998, Master in Business Administration (MBA) from Modern Institute of Management, Delhi.
  
• 1996, basic computer course from NIIT, Delhi.
  

·        Software Packages :    MS- Office.

Skills

• Operations including Underwriting, Policy servicing, Customer Service & training in Insurance sector.

Work Experience

Job Experience:

Company        :  Howden Insurance Brokers India Pvt. Ltd.

Duration         :  Oct 2007 to till date.

• Handling operational activities for Life Insurance Business PAN India with all insurance companies.
  
• Identified training and development needs within an organization through job analysis, appraisal schemes and regular consultation with business managers.
• Designed and developed training and development programs based on both the organization's and the individual's needs.
• Produced training materials for in-house courses.
• Developed effective induction programs.
• Assisted in managing the delivery of training and development programs.
• Handling escalated customer’s queries and complaints.
  
• Coordinate with Insurance Companies for Empanelment & complete formalities for Agreements and Broking code generation.
  
• Set up processes and follow up for business logins, Issuance & Commission receivables with all Insurance Companies Pan India.
  
•  Maintaining various MIS reports.
  
• Analyze and design of workflow within and between branches.
  
•  Providing software training to Operations teams across India.
  
• To act as the interface of Howden India with various Insurance Companies for operational support to distribution channel.
  
•  To support Sales force with technical inputs regarding basics of underwriting and Product training.
  
• Looking after operations activity in the northern region & giving active support to 11 branches of the organization.
  
• To handle the entire back office operations from logging in of the proposal to commission income reconciliation.
  
• To support direct sales team with technical inputs regarding basic underwriting and achieve at least 98% issuance of policies.
  
• Follow-up with Insurance Companies for commission receivables and reconciliation of the same.
  
• To coordinate with distribution channel for day to day operations and various MIS reporting.
  
• To ensure optimum retention of the business and achieve at least 95% of conversion (renewals)
  
• Support implementation and achievement of sales plans and growth in revenues.
  
• Maintaining proper documentation and MIS including Individual Sales and Business Development Plans.
  

Job Experience:

Company: Reliance life insurance co. Ltd.

Duration: May 2006 to September 2007.

·        Interacting with customers & identifying their needs.

Company:  Bajaj Allianz life Insurance Co. Ltd.

Duration:  Feb 2005 to May 2006.

Job Profile:

•  Receipting of proposal forms.

• Verification of the proposal form and documents to ensure it is correct in all respect.
• Data entry of proposal forms, maker checker of proposal forms.
• Underwriting of proposals to furnish details of the lives to be covered.
• Fixing up medical appointment for substandard lives and follow up, so that risk is accepted within company limits and time frame.
• Issuance of the proposals i.e. converting them into policies if risk is accepted by the Company software (OPUS) provided in the system.
• Liasioning with H.O so that cases sent to head office are issued at their end, or further fulfilling their requirement from HO end.
• Printing, Stamping, dispatching the policies.
• Policy servicing as fund switch, top – up, refund, surrender, free look, non – compliance etc.

 Duration: April 2002 to Jan 2003.

Designation: Business Development Manager

• To formulate Business Promotion Schemes for the company.
• Supervised a team of marketing executives.
• To assist the executives for finalizing the deals.
• Planning marketing strategies for business promotion.

 Designation:  Marketing Manager

Duration:  From Oct 1999 to July 2001.

• Supervised a team of marketing executives.
• Arranged various data conversion projects.
• Planning marketing strategies for business promotion.
  

Company: Pepsi, New Delhi.

Designation: Astt. Manager

Duration:    May 1998 to May 1999.

• Attending, scrutinizing and forwarding the sponsor seeking candidates to the concern authorities.
• Attending the customer complaints and getting them settled to the extent possible & inculcating in them a sense of faith and trust towards Pepsi.

Duration:  Nov 1997 to Apr 1998.

• Arranged / conducted the seminars in different colleges of Delhi University for interaction with the customers (students).

Computer Skills

·        Software Packages :    MS- Office.

Desired Job

Insurance operations/ Underwriting