Enthusiastic and detail-oriented professional seeking to work in an environment that integrates and utilizes my skills. Passionate about using my experience to drive efficiency, support business objectives, and contribute meaningfully to organizational growth.
Overview
9
9
years of professional experience
Work History
Client Analyst
Resource Pro Operational Solutions Private Limited
Bangalore
07.2023 - 10.2025
Managed US Property and Casualty insurance operations, issuing certificates of insurance for Accord forms 24, 25, 27, and 28, ensuring accuracy, efficiency, and compliance with client and carrier requirements.
Proficient in policy review, template renewals, endorsement extraction, and dispatch of renewal certificates to clients.
Ensured operational consistency by maintaining and updating standard operating procedures to reflect changes and updates.
Conducted process-specific training for new hires and developed comprehensive cross-training plans for internal teams using CSR 24 and EPIC applications.
Performed live audits and quality reviews to ensure process accuracy, compliance and adherence to client standards.
Provided troubleshooting and resolution of process-related queries, ensuring timely and accurate completion of tasks within defined turnaround times, and delivering high-quality, error-free outcomes.
Engaged in client calls and regular internal team reviews to ensure alignment with operational goals and objectives, fostering collaboration and driving performance.
Ensured adherence to quality standards, efficiency benchmarks, and strict deadlines.
Channel Sales Manager
Tata AIG General Insurance Company Ltd.
02.2021 - 01.2022
Managed daily activity of producers to ensure strong pipeline.
Coached and guided agents to cross-sell and expand business opportunities.
Achieved minimum 20% year-over-year growth per individual agent.
Ensured IRDA compliance regarding licensing and commission payments of agents.
Ensured quality and accuracy of insurance applications.
Provided complete support to producers for policy-related services.
Trained agents on products, processes, and company USP
Branch Development Executive
Unimoni Financial Services Ltd.
Bangalore
02.2017 - 02.2021
Directed operational aspects including sales, customer service, administration, and distribution.
Buying and selling of foreign currency and identifying business opportunities.
Developed new sales relationships and implemented strategies to increase revenue.
Performed second-line monitoring and AML/CFT assessment programs.
Recruited and supported travel-portal agents under branch operations.
Education
Bachelor of Commerce -
Govt. First Grade College
Sringeri
01-2016
Pre-University College -
J.C.B.M College
Sringeri
01-2013
SSLC -
KSEEB Board
Sringeri
01-2011
Skills
EPIC (Everybody participate in chain)
WFT (Work Flow Tool)
MS Excel
CSR24
AMS 360
Accomplishments
Awarded for maintaining 98% quality in the year 2022 and 100% in the Q1 of 2023.
Received SPARK award and appreciation emails from clients for exceptional work.
Consistently delivered exceptional results by maintaining 110% efficiency and 100% quality throughout 2024.
Languages
Kannada
Hindi
Tulu
English
Declaration
I do hereby declare that all the information and facts stated above are true, correct and complete to the best of my knowledge and belief.
Timeline
Client Analyst
Resource Pro Operational Solutions Private Limited