Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Omkar Sawant

Dombivli

Summary

Four years of experience in Branch Operations with a focus on high productivity and efficient task completion. Expertise in policy analysis, regulatory compliance, and customer service management. Proven problem-solving skills and adaptability ensure seamless policy administration and high client satisfaction.

Overview

7
7
years of professional experience

Work History

Assistant Manager

Kotak Life Insurance
Ghatkopar
04.2021 - Current
  • Handling walk-in clients.
  • Generating the cross-sell leads from walk-in clients.
  • Follow up with the sales team to update, close, or communicate the current status of leads.
  • Working on audit parameters.
  • Customer servicing, which includes renewals, ULIP transactions, claims processing, and all other policy-related servicing.
  • Comply with company strategic targets such as ECS conversion, online policy servicing, email, stale check case clearance, unclaimed payouts, surrender retention, etc.
  • Coordination with multiple sales channels.
  • To have error-free operational branches and innovative practices each time, to serve the customers in the best possible manner.
  • Daily working on the need to chase files for closing requirements and the conversion of the NB policy.

MIS Executive

Reliance Jio
Kalyan
03.2020 - 04.2021
  • Data maintenance for technicians, and follow-up.
  • Monitoring the query ticket system.
  • Bill Maintenance.

Data Entry Coordinator

WPP Marketing and communication PVT LTD
Kanjurmarg
05.2018 - 12.2018
  • Data maintenance
  • Data Update.

Education

Master of Commerce - Commerce

Mumbai University
Kalina
06-2022

Bachelor of Commerce - Commerce

Samyak Sankalpa College
Kalyan
10-2020

Skills

  • Customer service
  • Sales support
  • Lead generation
  • Policy servicing
  • Compliance management
  • Audit coordination

Accomplishments

  • Awarded for Customer Wow Moment Creator in FY 2022-23
  • Received Appriciation mail from Clients for Excellence service
  • Received Value cheque from sales head for Branch Performance

Affiliations

  • Drive Unclaimed Parameter for Clustor

Timeline

Assistant Manager

Kotak Life Insurance
04.2021 - Current

MIS Executive

Reliance Jio
03.2020 - 04.2021

Data Entry Coordinator

WPP Marketing and communication PVT LTD
05.2018 - 12.2018

Master of Commerce - Commerce

Mumbai University

Bachelor of Commerce - Commerce

Samyak Sankalpa College

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Omkar Sawant