Jagdish Thakare

Results-driven insurance sales professional with 14+ years of comprehensive experience including 4 years in life insurance, 2 years in real estate sales, and 8 years in back-office operations and claims management. Specialized in life and health insurance distribution with proven success in advisor recruitment, team leadership, and revenue growth. Strong track record in financial planning, regulatory compliance, and client relationships.

Senior Agency Manager at ICICI Prudential Life Insurance Co Ltd (2022-06 – Present)

Recruited, onboarded, and licensed financial advisors with expertise in life and health insurance products. Led advisor teams to achieve business targets through coaching and compliance training.

• Recruited, onboarded, and licensed financial advisors (Insurance agent) in line with IRDAI and company guidelines
• Conducted product, sales, and compliance training for life and health insurance products
• Led advisor teams to consistently achieve business and revenue targets; provided on-field coaching during client meetings
• Delivered need-based financial planning solutions; sold life, health, ULIP, and mutual fund products ensuring compliance
• Maintained sales MIS, follow-ups, and pipeline data using MS Excel and Google Sheets

Sales Executive (Real Estate) at Gigante Tech CP Firm (2020-06 – 2022-05)

Generated leads through field marketing and managed end-to-end flat sales process with focus on client relationship building.

• Generated leads through field marketing, referrals, and advertisements; managed end-to-end flat sales process
• Built strong client relationships to support repeat and referral business

Administrative Clerk – Insurance Coordination at Poona Hospital & Research Centre (2018-02 – 2021-11)

Managed patient insurance documentation and claim processing for 200+ cases monthly, coordinating with insurance companies.

• Managed patient insurance documentation and claim processing for 200+ cases monthly using HMS
• Coordinated with insurance companies to resolve queries, achieving 95% first-pass approval rate

Junior Practitioner – Claims Adjudication at IBM Concentrix Daksh Services India Pvt. Ltd. (2015-12 – 2017-03)

Processed 100+ insurance claims daily with 98% accuracy, validating eligibility and coverage details while maintaining HIPAA compliance.

• Processed 100+ insurance claims daily with 98% accuracy, validating eligibility and coverage details
• Reviewed medical documentation and approved claim payouts per policy guidelines maintaining HIPAA compliance
• Managed reconsiderations and overpayment corrections; consistently met quality and productivity metrics

Process Associate – Lending Operations at Tata Consultancy Services (TCS) (2012-03 – 2014-12)

Processed 50+ personal loan applications daily for Bajaj Finserv, ensuring accuracy and compliance in lending operations.

• Processed 50+ personal loan applications daily for Bajaj Finserv, ensuring accuracy and compliance
• Verified insurance and loan documentation, contributing to streamlined disbursement processes

Computer Operator at Piyush Construction (2011-03 – 2012-02)

Handled data entry and basic system operations, supporting office documentation and reporting tasks.

• Handled data entry and basic system operations; supported office documentation and reporting tasks

Bachelor of Computer Applications in Computer Applications – Tilak Maharashtra Vidyapeeth, Pune (2007 – 2010)