Lakshmi
New Delhi,D
Summary
Experienced Operations Manager with 12+ years of expertise in insurance and financial services. Proven ability to lead and optimize operations, streamline processes, and ensure regulatory compliance. Currently spearheading claims, endorsements, and operations at Samavesh Insurance Brokers Pvt. Ltd. with a strong record of career progression and impactful contributions.
Overview
13
13
years of professional experience
Work History
Manager - Operations
Samavesh Insurance Brokers Pvt. Ltd.
12.2020 - Current
- Joined as Senior Executive in December 2020; promoted to Assistant Manager in 2021, and to Manager - Operations in 2023.
- Lead claims, endorsements, and operations teams to achieve operational excellence, and maintain regulatory compliance.
- Manage critical tasks such as records maintenance, policy renewals, and IRDAI submissions.
- Ensure equitable settlement of insurance claims for both clients and insurers.
- Collaborate with insurance companies for brokerage matters, and coordinate invoicing with accounts.
- Conduct reconciliations of brokerage accounts to maintain accuracy and compliance.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
- Ensured compliance with regulatory requirements and industry standards.
Sales Coordinator
HighQ Holidays Pvt. Ltd.
11.2019 - 11.2020
- Maintained and managed Pan India MIS and generated detailed performance reports
- Streamlined backend operations and HR activities, including CV screening, application tracking, and onboarding
- Facilitated efficient post-sales coordination between sales and operations teams
- Prepared and presented weekly reports to management
Assistant Client Services - Operations
Bluechip Corporate Investment Center Ltd.
12.2018 - 11.2019
- Joined Life Insurance Renewal and Lapse Department and transitioned to the Life Insurance Application Login Department within 3 months due to exemplary performance
- Ensured timely processing of life insurance applications and liaised with insurance companies for policy issuance
- Managed premium cheques for renewals and lapse policies, ensuring smooth processing
- Worked with ZMS and BDM teams to enhance renewal collections and resolve queries
- Delivered accurate updates and reports to renewal and lapse teams, ensuring compliance
Executive - Operations
Coretree Insurance Brokers (India) Pvt. Ltd.
05.2012 - 11.2018
- Processed life and general insurance applications, ensuring timely follow-ups until policy issuance
- Generated and distributed MIS reports, daily updates, and branch performance metrics
- Coordinated with the Head Office for payment processing, ensuring adherence to company standards
Education
Bachelor of Commerce -
University of Delhi
04-2004
Skills
- Leadership and team building
- Communication and decision-making
- Process Improvement and Time Management
- Problem Solving and Compliance
- Active learner with a record of timely task completion
- Regulatory compliance
- Work prioritization
Languages
English
Hindi
Tamil
Hobbies and Interests
- Drawing
- Cooking
Certifications and Courses
- Licentiate, Insurance Institute of India, Mumbai, Maharashtra, 2024
- IRDA Certification - BQP, National Insurance Academy, Pune, Maharashtra, 2018
Timeline
Manager - Operations
Samavesh Insurance Brokers Pvt. Ltd.
12.2020 - Current
Sales Coordinator
HighQ Holidays Pvt. Ltd.
11.2019 - 11.2020
Assistant Client Services - Operations
Bluechip Corporate Investment Center Ltd.
12.2018 - 11.2019
Executive - Operations
Coretree Insurance Brokers (India) Pvt. Ltd.
05.2012 - 11.2018
Bachelor of Commerce -
University of Delhi
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