Shubham
Insurance Operations Executive
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About
Insurance Operations Executive with 2+ years of experience in insurance operations, policy servicing, claims processing, underwriting support, customer servicing, compliance, backend operations, SLA/KPI management, TAT adherence, MIS reporting, document verification and KYC processing. Skilled in supporting end-to-end insurance processes and client service operations.
Experience
Associate - City Union Bank - Pune
(2025-07)
- Handle branch operations and customer service activities.
- Process account opening, fund transfers, cheque services and backend operations.
- Perform KYC verification and compliance activities.
- Manage customer queries and resolution.
Insurance Operation Executive - Tata AIA Life Insurance Company - Pune
(2024-06 - 2025-07)
- Supported policy issuance, servicing and underwriting documentation.
- Managed claims documentation review and processing support.
- Maintained MIS reports and operational accuracy.
- Ensured SLA, KPI and TAT achievement.
Insurance Operation Executive - Kotak Life Insurance Company - Aurangabad
(2023-06 - 2024-06)
- Processed new business proposals and policy issuance support.
- Managed policy servicing, premium receipting and customer support.
- Prepared MIS reports and maintained records.
- Supported compliance and ECS registration activities.
Education
MBA - Finance - Deogiri Institute of Engineering & Management Studies (2020-06 - 2022-06) Aurangabad
B.Com - Sant Gadge Baba Amravati University (2017-06 - 2020-06)
