Shubham

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.

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.

MBA - Finance - Deogiri Institute of Engineering & Management Studies (2020-06 - 2022-06) Aurangabad

B.Com - Sant Gadge Baba Amravati University (2017-06 - 2020-06)