Bapreet Kaur
Bengaluru
Summary
Strategic partner translating founder priorities into scalable systems. Managed operating model for a ₹20 crore/month health insurance renewal business, driving cross-functional execution across product, technology, finance, and operations. Built a 27-member renewals organisation, boosting retention from 90% to 93–94% and generating ₹8.4 crore in annual renewal premium. Seeking to leverage this blend of strategy and operational leadership in a Chief of Staff role.
Overview
6
6
years of professional experience
Work History
Head – Renewals, Founder's Office
Ditto Insurance
01.2023 - Current
- Inherited 20 Cr/month renewal book at 90% retention; rebuilt operating engine end-to-end — org design, automation, CRM workflows and incentives — raising retention to 93–94% (+70L/month, 8.4 Cr annually).
- Sustained premium retention at 110–120% of prior-year value through cross-sell, multi-pay and coverage upgrades, enhancing overall portfolio performance.
- Led insurer negotiations at SVP level on pricing alignment, benefit design and renewal strategy to protect and expand category margin.
- Built crisis playbooks for the GST pricing transition and insurer premium increases, holding renewal stability through structured stakeholder communication and operational controls.
- Restructured a generalist model into specialised CIA (Customer Interaction Advisors) and Atlas (Insurer Ops & Escalations) tracks, cutting resolution time and clarifying ownership.
- Designed a weighted case-allocation model migrating from manual sheets to system logic; scaled automation from 7% to 30% across ~6,000 policies/month - 1,380 additional cases monthly, ~4 FTE of capacity without incremental hiring.
- Own a rolling 6–12 month technology roadmap with Product and Tech; drove API integrations and real-time QA that eliminated high-volume manual endorsement email exchanges.
- Built 27-member function from scratch, conducting 300+ interviews and creating organisational architecture, KPI frameworks and incentive structures aligned with renewal rate and productivity.
- Acted as operational right-hand in the Founder's Office, governing hiring-freeze decisions and incentive payouts alongside founders, and owning cross-functional automation initiatives across Product, Tech and Finance.
Category Manager – Growth & GTM
Unacademy
02.2022 - 01.2023
- Launched new education category with full GTM ownership; developed CLM journeys that enhanced lead activation and sales conversion.
- Executed end-to-end 10 Cr GTM programme, driving strategy and post-event pipeline activation.
- Reduced cost per lead to ~₹80 through cohort-level funnel analysis and channel optimisation.
Revenue & Growth Manager
LIDO Learning
01.2021 - 02.2022
- Promoted from BDA to revenue manager within 3 months; enhanced conversion rates and average order value while restructuring workflows.
- Assessed market conditions for potential opportunities and risk factors impacting promotional strategies.
- Analysed market trends and customer feedback to inform product development and positioning.
- Maintained detailed records of sales activities and compared trends to identify underserved areas and opportunities for improvement.
Education
B.Com (Hons) -
Sharda University
Delhi NCRSkills
- GTM and Growth
- Retention strategies
- Program management
- CRM strategy
- Capacity planning
- Workforce planning
- Partner negotiation
- Change management
- Stakeholder communication
- Business operations rhythm
Timeline
Head – Renewals, Founder's Office
Ditto Insurance
01.2023 - Current
Category Manager – Growth & GTM
Unacademy
02.2022 - 01.2023
Revenue & Growth Manager
LIDO Learning
01.2021 - 02.2022
B.Com (Hons) -
Sharda University