Suraj Dalvi

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.

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.

Bachelor of Engineering - Computer - Sandip Institute of Engineering & Management, Savitribai Phule Pune University (2015)