Insurance Operation Executive - KOTAK LIFE INSURANCE COMPANY - Aurangabad, MH
(2023-06 - 2024-06)
- New Business proposal form processing.
- Contribute to achieving the service-level agreement (SLA) and key performance indicators (KPIs).
- Handling branch compliance and maintaining rules and regulations.
- Customer Service & handling.
- MIS reporting and data management.
- Surrender Retention of customers who come to the branch for the surrender of a policy.
- ECS Sourcing convinces and registers customers for ECS by means of educating customers.
- Driving End-to-End TAT.
- Receipting of Premiums, new business, renewals, agency, shortfall premiums, etc.
- Performed end-to-end policy servicing and backend operations.
Insurance Operation Executive - TATA AIA LIFE INSURANCE COMPANY - Pune, MH
(2024-06 - 2025-07)
- Performed Underwriting processing and assessed risk
- MIS reporting, data management, client servicing, policy servicing, and handling broking channel partners.
- Contribute to achieving the Service Level Agreements (SLAs), Key Performance Indicators (KPIs)
- Handle branch Compliance and maintain rules and procedures.
- Claim handling, reviewing the claim documents and processing the claim request
- Surrender Retention of customers who come to the branch to surrender a policy.
- Receipting of Premiums, new business, renewals, agency, shortfall premiums, etc.
- Supported underwriting, claims processing, and policy issuance activities.
- Performed end-to-end policy servicing and backend operations.
Senior Associate - CITY UNION BANK - Pune, MH
(2025-07)
- Responsible for handling day-to-day branch operations and handling all branch operation-related tasks.
- Develop relationships with existing customers to generate new business from them.
- Contribute to achieving the Service Level Agreements (SLAs), Key Performance Indicators (KPIs) and business objectives.
- Originate and acquire new leads from existing customers and other sources, to convert them into business.
- Lead generation for Current and Savings Accounts- to new customers and increase the balance with existing customers.
- Responsible for the timely processing of bank transactions like Account Opening, fund transfer, cheques, etc.
- Ensuring the timely resolution of customer queries and improving customer relationships through good service.
- Compliance with the bank's rules, internal guidelines, systems and procedures.
- Effectively and efficiently handling any assignment given by the Branch Manager or Management from time to time.
- KYC processing and backend operation.
