Head of Operations - M/s. CareBharat Insurance Brokers Private Limited
(2024-09)
IRDAI Licensed Insurance Broking Company. Reporting to CEO.
- Coordinating the entire Insurance Operational activities of the Company
- Coordinating with Team – Operations, Accounts, Back-office staff
- Tie-Up with Insurance Companies: Tie-up, negotiation and entire co-ordination with Insurance Companies and Business Partners
- IRDAI Regulations: Preparation and filling of IRDAI Quarterly, Half yearly and Annual returns in compliance with IRDAI Regulations
- Revenue Reconciliation: Reconciliation of Brokerage Revenue and follow-up with Insurance Companies
Insurance Operations Head - M/s. Manappuram Insurance Brokers Ltd. - Valappad, Thrissur
(2013-01 - 2024-09)
Head Office. Reporting to CEO.
- Coordinating the entire Insurance Operational Activities of the Company
- Coordinating with Team: Coordinating with Operation Team placed in different locations of India from Head Office
- Incentive Payouts: Brokerage reconciliation and payout of Incentive to Direct Sales Team, POSP and Branch employees
- Coordination with Insurance Companies: Coordinating and maintaining good relationship with both Life Insurance and General Insurance Companies
- Preparation of MIS: Preparation of Business MIS for Board Meetings, Monthly sales meeting, monitoring and analyze Business and ensure the sales team achieving the monthly targets
- R & R: Designing contests for Sales Team and coordinating the entire rewards and recognition of the company with Insurance Companies including Foreign and Domestic Trips
- Coordination with Branches: Coordination with PAN India branches and ensure back end support to sales team
- Framing time to time SOP for better process control and ensure smooth functioning of department
MIS Coordinator cum Admin Executive - M/s. Best Sellers (Cochin) Private Ltd. - Cochin
(2012-02 - 2012-12)
Distributors of Kitchen equipment of FRANKE FABER, SLEEK, INOX etc. Reporting to Business Head.
- Handling entire MIS & Sales Coordination of the Company for Kerala
- Daily Reports: Collecting and maintaining daily field reports from Sales Team to monitor their field activities and sales conversion ratio
- Sales Support: Providing various MIS reports pertaining to sales performance of the company on various products to Sales Team and help them in achieving their monthly target
- Contests to Dealers: Monitoring and tracking various contest announced to Dealers and ensure that help them to achieve same within the time
- Monthly Targets and meeting: Planning and fixing of monthly target on various products to Sales team and present MIS to management Sales Team
- R & R: Coordinating the entire Rewards and Recognition programs of the company with Dealers and Sales Team from Supplier end
MIS Executive - Bajaj Allianz Life Insurance Company Ltd. - Kochi
(2009-11 - 2012-02)
Business Procurement Channel. Reporting to Zonal Head.
- Coordinated the entire Operational activities of Bajaj Allianz Life Insurance with Channel Partner SKS Microfinance for their 48 branches in Kerala & Tamilnad Region
- Member Data Base: Maintaining and servicing one lakh member database of SKS who have been enrolled in our Master policy
- Policy Freelook: collecting freelook data from branches and reporting to Head Office and update status
- Policy Surrender: Documentation, reporting Surrender cases to Head office and get approval for such cases and follow-up with branches for immediate settlement to members
- Member Death Claim: Documentation, follow-up of member death claim reported from Branches and provide approval to release the claim on behalf of Bajaj Allianz
- MIS & Reporting: Preparation of various MIS reports like Sales Tracker, Death Claim Tracker, claim payout Tracker, Surrender Tracker, Freelook tracker, Arear Tracker and reporting to HO on daily, weekly and monthly basis
- Member Service: Giving advice and finding solutions on various member service issued reporting from branches
- Coordination with Branches: Coordination with PAN India branches and ensure back end support to sales team
- Framing time to time SOP for better process control and ensure smooth functioning of department
Regional Coordinator – Sales Admin, Kerala - Bajaj Allianz Life Insurance Company Ltd. - Kochi
(2007-10 - 2009-10)
Agency Channel. Reporting to Regional Manager.
- Agency Management: Agent Code Creation, Coordination of Training Programs, Coordination of R & R for Branch Managers, Sales Managers and Consultants, Termination and Reinstatement of Agency Code
- Managed entire activities of customer application acceptance to policy issuance
- HR Coordination: Maintaining data base of Manpower in the sales vertical, consultants etc.. at Regional Level, follow-up with HR department for processing of APL of new recruitments and ensuring the joining formalities have been completed on time. complete exit formalities of resigned employees
- MIS & Sales Support: Providing MIS reports pertaining to sales team performance in the region to Regional Manager & Zonal Office. Collect and maintain various data for sales support and report to Regional Manager
- Internal Customer Service: Address and resolve various compliant and enquiries from branches regarding new licensing, license renewal, code creation, commission related issues etc
Accountant - M/s. Central Pictures Group - Kottayam
(2002-04 - 2007-10)
Engaged in entertainment business.
- Handled entire payout to Artists, receipting of revenue from TV Channels for Tele-Serials
- Payout to Interest to unsecured loans
- Preparation and filing of TDS returns, Service Tax Returns
Accounts Trainee - M/s. M S Jayaprakash & Co. Chartered Accountants - Kochi
(1999-10 - 2002-04)
- Auditing, Vouching and Accounts finalization
Asst. Export Executive - M/s. C J Exporters - Mumbai
(1996-02 - 1997-05)
- Export documentation and liaison work with various Foreign Trade Agencies like Director General of Foreign Trade, Export Promotion Councils and RBI
