Shivani

Results-driven Assistant Manager specializing in the insurance broking sector with deep expertise in brokerage reconciliation, comprehensive MIS reporting, and full-cycle insurance operations. Highly proficient in leveraging SAIBA software and Tally ERP alongside robust stakeholder coordination to drive business outcomes. Demonstrated success in process optimization by successfully closing 80% of pending brokerage cases within a rapid two-month timeframe.

Committed to utilizing advanced analytical capabilities and cross-functional leadership to elevate operational efficiency and maximize client satisfaction.

Assistant Manager - Prudent Insurance Brokers Pvt. Ltd. - Gurugram

(2025-05)

• Spearheaded end-to-end brokerage reconciliation and comprehensive follow-ups across the PAN India region, ensuring the expedited closure of pending accounts.
• Orchestrated seamless coordination with internal teams to meticulously review, modify, and update critical policy data within SAIBA software, significantly driving accuracy and regulatory compliance.
• Accelerated operational success by achieving an 80% closure rate of pending cases within the initial two months through optimized follow-up workflows and proactive insurer engagement.
• Bolstered overall operational efficiency by rigorously monitoring data consistency and facilitating seamless brokerage settlement life cycles.

Senior Executive - Zoom Insurance Brokers Pvt. Ltd. - Gurugram

(2022-04 - 2025-04)

• Administered accurate invoice preparation and maintained meticulous administrative records to support daily operational workflows.
• Engineered and maintained high-level MIS reports designed specifically to drive strategic decision-making for senior management.
• Delivered critical technical support and training for internal personnel regarding report generation and software utilization.
• Cultivated strong insurer relationships to execute follow-ups on outstanding brokerages and consistently updated essential data in the SAIBA platform.
• Managed complex policy bookings (including both co-shares and individual policies), endorsements, and extensions spanning diverse general and life insurance portfolios.

Operations Specialist - Government e-Marketplace (GeM) - New Delhi

(2019-10 - 2022-03)

• Executed precise cataloging and listing of diverse products and services for official government procurement.
• Actively participated in and strategically managed competitive bidding lifecycles for high-value government contracts.
• Administered and tracked critical government orders to guarantee timely processing and fulfillment.

Bachelor of Commerce - Commerce - Open University (SOL), New Delhi (2020-01)

Intermediate in Commerce - Commerce - Navyug School, New Delhi (2017-01)

Matriculation - Navyug School (CBSE), New Delhi (2015-01)