Summary
Work History
Education
Skills
Languages
Personal Information
Permanentaddress
Hobbies and Interests
Disclaimer
Timeline
Generic

Arvind Kumar Upadhyay

New Delhi

Summary

To obtain a responsible and challenging assignment in a professional environment that provides various opportunities to learn and to contribute, where my knowledge can be shared and enriched and to introduce new concepts originating from innovative ideas to the benefit of the employing firm and to reach the aim in my position.

Work History

Sr. Manager Operations

Hero Insurance Broking India Pvt Ltd.
- Current
  • Preparations of RFQ & QCR for GMC, GPA and GTL
  • Collaborating with the business Head to develop a data-driven solution to achieve business objectives
  • Assisting top managers with necessary data validations & preparing flowcharts, and Ppts for presentations
  • Create business reports/dashboards that provide insight into key data points
  • Support various departments, including external teams
  • Delivering accurate & reliable analysis which will guide top management to implement necessary ideas
  • Coordination in marine policy issuance & provide required information to issue policy & endorsement periodically
  • Transaction processing for underwriting Support Teams
  • Maintain a running database for all the data collated and refresh the same on a timely basis
  • Responsible to take care of added dealers by providing them with required insurance services
  • Coordination with different insurance companies for the settlement of follower premiums
  • Coordination for issuing any urgent policies & endorsements
  • Reconciliation of Brokerage/Reward Life & Non-Life's (Saiba Software)
  • Preparation of various reports Daily/Weekly/Monthly Report
  • Preparation of various Irdai Report Quarterly, Half Yearly & Yearly
  • Ensuring that all policies are booked in Saiba Software
  • Updating the Monthly Premium Register and sharing the same to the reporting manager
  • Coordination with the Insurance Company relating to Brokerage/Reward.

Manager Operations

Zoom Insurance Brokers Pvt Ltd.
- 12.2019
  • Coordination in marine policy issuance & provide required information to issue policy & endorsement periodically
  • Overall responsible of the complete Operation
  • Responsible to take care of added dealers by providing them required insurance services
  • Coordination with Dealers & resolving any queries raised by them
  • Coordination with different insurance companies to settlement of follower premium
  • Coordinate with the insurance companies for all types of quotation
  • First level Quality Check, nil and minimum Quality check of cover notes and policies
  • Issuing motor & non motor cover notes, policies and endorsement etc
  • (Fleet insurance)
  • To ensure that error free policies & cover notes are dispatched to the clients/dealers
  • To maintain accurate data and tracking the policy handed over for dispatch
  • Co-ordination for issuing any urgent policies & endorsement
  • Getting NCB & claim confirmation from the insurers for the expired & existing policies
  • Streamlining & managing motor insurance renewal business by coordinating with various branches under the controlling branch & keeping track of insurance renewal due every month
  • Reconciliation of Brokerage/Reward Life & Non-Life's (Saiba Software)
  • Preparation of various reports Daily/Weekly/Monthly Report
  • Ensuring that all policies are booked in Saiba Software
  • Updating the Monthly Premium Register and sharing the same to the reporting manager
  • Coordination with the Insurance Company relating to Brokerage/Reward.

Mis Executive

Royal Insurance Broking (India) Pvt Ltd
- 08.2013
  • Cover Note Books Inventory: Books received from Insurance companies, books issued to Marketing Team, and stocks in hand as on date
  • Focus on Return of Cover Note books allocated to Marketing Team aging more than 30 days old
  • Checking each proposal for completeness of underwriting approvals for deviations
  • Proposals to be E-Receipted and sent to insurance for issuing the policies
  • Tracker to be maintained to see what Discrepancies arise, what proposals are not being dispatched on the same day due to incomplete details
  • Assisting in proposal scrutiny and conveying the discrepancies to various marketing team for speedy resolution
  • Maintaining Turnaround Time (TAT) analysis on every proposal received at branch level and sharing the same to the marketing team
  • Handling Mis activities and report generation for branch offices
  • Generating report on excel and share it with Department Head
  • Ensuring that policies issued are getting printed before 10 AM every day
  • To follow-up of all enquiries, policies, endorsements and brokerage daily basis
  • Co-coordinating with Head office and Zonal office for the issuance of urgent policies and the name transfer cases
  • Issuing policies Motor, Marine, Travel
  • Co-coordinating with marketing team for the daily and weekly MIS and forwarding the same to the head office
  • Effective coordination with internal departments (Underwriting, Collections, Claims.

Project Executive

3i Infotech Pvt Ltd.
- 06.2008
  • Training Oriental Insurance Company Ltd Employee on the Software (INLIAS)
  • Installation of ERP(Integrated Non-Life Insurance Application System)
  • Support, monitor, test and troubleshoot hardware and software problems.

Education

Sikkim Manipal University, Acme College of IT, Hyderabad
01.2005

Bihar Secondary Education Board, S.G.D.M College Patna
01.2000

Bihar Board examination, R.D.G High School, Chenari
01.1998

Skills

  • Working as a Sr Manager Operations with over more than 16 years of industry experience in Quality checking, policy & Mis Publishing, analysis & reporting, and Coordination with insurers, clients & internal departments on various issues
  • Successfully working independently or as part of a team with good interpersonal relationship skills

Languages

English & Hindi.

Personal Information

  • Father's Name: Mr. Rameshwar Upadhyay
  • Date of Birth: 03/01/83
  • Nationality: Indian
  • Marital Status: Married

Permanentaddress

B16, 1st Floor, Subhash Park Uttam Nagar New Delhi

Hobbies and Interests

Playing Cricket, Reading newspaper, and Watching Movies.

Disclaimer

I hereby declare that all the information given above is true to the best of my knowledge. If provided an opportunity, I will delight you with my performance and am eager to be part of your team and organization.

Timeline

Sr. Manager Operations

Hero Insurance Broking India Pvt Ltd.
- Current

Manager Operations

Zoom Insurance Brokers Pvt Ltd.
- 12.2019

Mis Executive

Royal Insurance Broking (India) Pvt Ltd
- 08.2013

Project Executive

3i Infotech Pvt Ltd.
- 06.2008

Sikkim Manipal University, Acme College of IT, Hyderabad

Bihar Secondary Education Board, S.G.D.M College Patna

Bihar Board examination, R.D.G High School, Chenari
Arvind Kumar Upadhyay