Shubham Mate

I have 2+ years of Insurance Operations, Claims, and Underwriting experience. Policy servicing across leading insurers, Skilled in SLA & KPI management, compliance, and data analysis using Excel.

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.

Master of Business Administration - Finance - DEOGIRI INSTITUTE OF ENGG & MGMT STUDIES (2020 - 2022)

Bachelor of Commerce - B. Com - SANT GADGE BABA AMRAVATI UNIVERSITY (2017 - 2020)