Ashish Ashok Jagtap
Navi Mumbai
Summary
Strategic Senior Manager with expertise in leading sales, operations, and customer service initiatives. Focused on enhancing client satisfaction and driving business results through effective problem-solving. Experienced in developing and executing improvements that foster growth and operational efficiency. Proven ability to support team objectives and elevate client engagement.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Manager, Client Relationship
Infina Insurance Broking Private Limited
Mumbai
11.2025 - Current
- Developed cross-sell team to deliver retail general insurance products to existing GMC customers.
- Sourced health, motor, travel, GMC, and term life insurance for retail customers.
Provided comprehensive insurance solutions tailored to retail clientele needs.
Facilitated acquisition of diverse insurance types for retail sector clients.
Coordinated sourcing processes for health insurance, motor insurance, and more.
Streamlined access to various insurance products for retail customers. - Managed insurance accounts for affluent clients.
- Conducted insurance awareness seminars for GMC customers, aiding them in selecting suitable retail products.
Senior Manager
LivLong Insurance Broking Limited
02.2024 - 08.2025
- Leveraged relationships with POSPs to increase business volume in health insurance, GMC, and SME sectors.
- Implemented strategies to enhance fresh and repeat activations in sales process.
- Managing VRM (Tele POSP Channel) and Outsourced Contact Center
- End to End POSP Management
- Facilitated new POSP sign-ups and activations.
- Recruitment of New POSP from Open Market and Self References
- Building relationship, support and Management with POSP (from Onboarding to Claims)
Senior Manager
Policy Bazaar Insurance Broking PVT LTD
07.2023 - 02.2024
- Oversaw health insurance product operations in regional contact center with 150 + FTEs.
- Met monthly team premium and conversion goals against aligned lines of business.
- Reduced shrinkage and attrition, ensuring seamless operations and stability.
- Strengthened team dynamics through disciplined management and development initiatives.
- Conducted weekly reviews with team leaders and managers to enhance performance.
- Facilitated skip-level meetings to enhance process efficiency.
- Worked alongside Internal Training and Quality Teams to drive business improvements.
- Conducted call calibrations with internal quality teams to align quality standards and optimize performance.
- Analyzed Lead Source Tracker to optimize lead generation strategies.
Cluster Manager
D2C Insurance Broking PVT LTD
11.2021 - 07.2023
- Established Contact Center, ensuring compliance with all POS requirements in the Zone.
- Managed complete POS lifecycle from installation to activation.
- Increased new POS enrollments and activations through focused initiatives.
- Targeted inactive POS for activation across all lines of business (Motor, Health, Life).
- Managed a team of over 40 executives.
- Led individual and group coaching sessions for the team consistently.
- Maintaining Work Environment within the team, outside on the work floor
- Coordination with MIS and getting RM wise achievement reports.
Sales Manager
ICICI LOMBARD GENERAL INSURANCE COMPANY
07.2018 - 06.2019
- Achieved team goals in premium, conversion, and telematics attachments each month.
- Set daily DRR targets for queues and consistently met them.
- Led Motor Team, managing queue operations for Maruti and Hyundai vehicles to enhance service efficiency.
- Provided timely feedback from daily call audits, reinforcing advisor accountability and performance standards.
- Conducted weekly reviews with managerial staff to identify strategies for improving team outcomes.
- Distributed monthly KPI updates to advisors for continuous improvement.
- Analyzed internal volume reports to identify optimization opportunities per queue.
- Submitted weekly roster requests to MIS for accurate scheduling.
Assistant Manager
HDFC ERGO GENERAL INSURANCE COMPANY
11.2016 - 07.2018
- Led multiple training sessions on Health Insurance Products.
- Led refresher training sessions for general insurance products.
- Executed outbound calling and chat processes, driving engagement in general insurance sales.
- Acted as primary contact for Health Insurance and General Insurance offerings.
- Coordinated with underwriters to ensure prompt handling of medical cases.
- Addressed escalations through telephone and electronic communication.
- Partnered with Internal Quality Team to plan and conduct quality sessions.
Online Sales Expert
MEDIMANAGE HEALTH INSURANCE BROKING PVT.LTD
11.2014 - 11.2016
- Independently met and exceeded monthly sales goals.
- Conducted digital sales operations to meet corporate sales targets.
- Delivered engaging product presentations to drive customer interest.
- Initiated business opportunities by contacting potential customers.
- Working within an Internet savvy environment and responding to Internet-generated sales leads, qualifying customers, and setting appointments or follow-ups via e-mail or telephone.
- Ensured customer satisfaction through delivery of superior services.
- Handled customer questions efficiently and courteously.
Valuation Specialist
Alti Source Business Solutions Pvt. Ltd
01.2013 - 07.2014
- Conducted comprehensive market evaluations to determine property values.
- Secured property valuations from local real estate agents nationwide, enhancing data reliability.
- Conducted exterior drive-by inspections to evaluate properties, contributing to comprehensive market analysis.
- Collaborated with KPO to manage mortgage processes for property evaluations across USA, ensuring accurate assessments.
Customer Service Executive
3 Global Services
03.2010 - 12.2012
- Oversaw post-sales inquiries for customers, ensuring efficient communication and resolution at 3 Network UK.
- Achieved first call resolutions in customer interactions, maintaining compliance with service levels.
- Resolved technical issues and managed billing concerns, enhancing customer satisfaction.
- Collaborated to optimize processes within telecom operations at 3 Network UK.
Senior Customer Service Executive
Intelenet Global Services
12.2007 - 03.2010
- Managed customer inquiries, facilitating resolution of credit report disputes and providing clarity on credit scores.
- Ensured service levels by achieving first call resolutions for customer inquiries.
- Collaborated with TRANSUNION to resolve customer credit report issues effectively.
Senior Customer Service Representative
Zenta Technologies, CHASE CREDIT CARDS
05.2005 - 01.2007
- Facilitated sales of Chase Payment Protection plans to enhance customer security.
- Achieved daily and monthly targets consistently to support team objectives.
- Managed customer inquiries through multiple channels, ensuring timely responses.
- Resolved billing issues by investigating discrepancies and coordinating with internal teams.
- Trained new staff on best practices for customer service and system usage.
Education
Bachelor of Computer Science - Computer Science
Alagappa University
Karaikudi, TNSkills
- Business development
- Sales strategy
- Client retention
- Customer service
- Project management
- Operations management
- Cross-functional collaboration
- Team leadership
- Team building
- Decision-making
- Excellent communication
- Microsoft Office
Languages
- English: C2 Proficient
- Marathi: C2 Proficient
- Hindi: C2 Proficient
Accomplishments
- Awarded as Best Emerging Performer for VRM productivity and Partner Servicing.
- Recognition for Outstanding Performance in FY24-25.
Certification
Registered as a Specified Person in the area of Corporate Agent.
Timeline
Senior Manager, Client Relationship
Infina Insurance Broking Private Limited
11.2025 - Current
Senior Manager
LivLong Insurance Broking Limited
02.2024 - 08.2025
Senior Manager
Policy Bazaar Insurance Broking PVT LTD
07.2023 - 02.2024
Cluster Manager
D2C Insurance Broking PVT LTD
11.2021 - 07.2023
Sales Manager
ICICI LOMBARD GENERAL INSURANCE COMPANY
07.2018 - 06.2019
Assistant Manager
HDFC ERGO GENERAL INSURANCE COMPANY
11.2016 - 07.2018
Online Sales Expert
MEDIMANAGE HEALTH INSURANCE BROKING PVT.LTD
11.2014 - 11.2016
Valuation Specialist
Alti Source Business Solutions Pvt. Ltd
01.2013 - 07.2014
Customer Service Executive
3 Global Services
03.2010 - 12.2012
Senior Customer Service Executive
Intelenet Global Services
12.2007 - 03.2010
Senior Customer Service Representative
Zenta Technologies, CHASE CREDIT CARDS
05.2005 - 01.2007
Bachelor of Computer Science - Computer Science
Alagappa University