Suraj Dalvi
Insurance professional with 10+ years of experience in corporate insurance, employee benefits, general insurance, claims management, policy administration, premium negotiation, and
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About
Insurance professional with 10+ years of experience in corporate insurance, employee benefits, general insurance, claims management, policy administration, premium negotiation, and risk management. Experienced in managing end-to-end insurance operations across health, life, marine, property, liability, and workers' compensation policies while coordinating with insurers, brokers, finance teams, and internal stakeholders.
Experience
Senior Executive - Busybees Logistics Solution Pvt. Ltd.
(2021-10)
- Manage a portfolio of 23+ Employee Benefits and Non-Employee Benefits insurance policies.
- Administer Health, Life, Personal Accident, Property, General Liability, Marine, CGL and Workers' Compensation insurance.
- Lead premium analysis, renewal planning, and negotiations with insurance brokers.
- Manage end-to-end claims documentation, submission, and follow-up.
- Oversee assessment, processing, settlement of claim for Employee benefit & Assets/property.
- Surveyor co-ordination
- Risk assessment & minimization of risk
- Prepare MIS reports for insurance policies, claims, and operational costs.
- Coordinate marine and money fidelity declarations and finance documentation.
- Support cash pickup operations and nationwide logistics insurance requirements.
- Cash pick up charge's reconciliation & submission to finance team.
Sales Executive - IDFC FIRST Bank
(2020-10 - 2021-09)
- Sold health, life and accident insurance products.
- Explain insurance policy to customer.
- Sales corporate insurance & servicing policy
- Built customer relationships and supported claims.
- Handling Mediclaim, accidental, motor, travel, commercial, liability insurance
- Maintaining claim MIS, policy renewal MIS & follow up on time
- Supported loan and Demat account processing.
- Provided financial solutions and customer service.
Sales Executive - Liberty General Insurance
(2019-08 - 2020-09)
- Advised clients on health and accident insurance.
- Built customer relationships and supported claims.
- Sales corporate insurance & servicing policy
- Handling Mediclaim, accidental, motor, travel, commercial, liability insurance
- Maintaining claim MIS, policy renewal MIS & follow up on time
- Managed group insurance portfolios and renewals.
- Explained policy coverage, premiums and claims.
Sales Executive - Bajaj Allianz General Insurance
(2016-04 - 2019-08)
- Promoted general insurance products.
- Built customer relationships and supported claims.
- Sales corporate insurance & servicing policy
- Maintaining claim MIS, policy renewal MIS & follow up on time
- Handling Mediclaim, accidental, motor, travel, commercial, liability insurance
- Provided policy and risk management guidance.
Education
Bachelor of Engineering - Computer - Sandip Institute of Engineering & Management, Savitribai Phule Pune University (2015)
