PANKAJ BISHT
Team Leader
Haryana
Summary
PERSONALITY HIGHLIGHTS
Academically astute individual offering in-depth academic knowledge, practical project exposure and an effective analytical ability augmenting a highly creative and expressive mind. Self-motivated, hardworking and goal-oriented with a high degree of flexibility, creativity, resourcefulness, commitment and optimism Result oriented individual with strong analytical and interpersonal skills and a quick learner with high levels of adaptability and ability to take initiative. Good communication skills, verbal as well as written coupled with exceptional presentation skills. An effective team player with exceptional planning and execution skills coupled with a systematic approach and quick adaptability Experienced Team Leader with over 5 years of experience in Insurance. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Team Leader(Grade - Asst. Manager)
RenweBuy
Guragon
06.2021 - Current
- Team handling, work on KRA's and KPI, proper analysis of utilization reports - RAG report, waterfall, APR, Conversion on assigned unique leads, connect on unique leads, control attrition and shrinkage and other CRM activities and excel
- Documentation, underwriting, till issuance as medical update, underwriting.
- Client handling B2B & B2C
Team Leader
Silaris Max Life Insurance Process
Guragon
12.2020 - 06.2021
- Responsibilities- Team handling, Marketing & Sales through proper analysis of utilization reports - RAG report, waterfall, APR, Conversion on assigned unique leads, connect on unique leads, control attrition and shrinkage and other CRM activities and excel
- Built strong relationships with customers through positive attitude and attentive response.
Team Leader
Globiva AMEX Insurance process
Gurgaon
12.2019 - 12.2020
- Team handling, work on KRA's and KPI, proper analysis of utilization reports - RAG report, waterfall, APR and resolve the Team issues, roster and CRM operations
- Documentation, underwriting, till issuance as medical update, underwriting update, customer service, work on escalation and renewable of Policies hourly update to Top level management.
- Client - Future Generali, ICICI Lombard, PNB Metlife and Bharti AXA
Senior Associate
Coverfox Insurance
Guragon
08.2018 - 11.2019
- Team handling, work on KRA's and KPI, proper analysis of utilization reports - RAG report, waterfall, APR and resolve the Team issues, roster and CRM operations.
- Clients - LIC, HDFCLIFE, ICICI PRU, MAX LIFE,HDFC ERGO and many more
- Worked varied hours to meet seasonal and business needs.
SR. Financial Advisor
Policy Bazaar
Gurgaon
07.2017 - 04.2018
- ( Operations and Sales Life Insurance)
- Responsibility: - Sales and operations, customer service & revenue generation.
Education
BBA - Marketing And International Business
IMRT
Lucknow 07.2012 - 06.2015
Skills
Team coordination
Team member training
Leading team operations
MS Excel
MS Word
PowerPoint
Sales Team Leadership
Accomplishments
- Management events
- Participation in college event Treasure Hunt
- Participation in college event Student Seminar
- Participated in College event of Advisement Show
- Problem Solving using the Evaporating Cloud Method” By Joseph A Hopper(Principal Consultant at Theory of Constraints Institute)
- Leadership Seminar”By Kunal Singh (IIM A and Owner of Wealth pack Company)
- Role and Challenges of Future Leaders” By Suresh Naryana
- INDUSTRIAL VISITS
- Visited Panasonic Electronics Pvt.Ltd
- Visited Aqua fina Pvt.Ltd
- Rising star 2017 Policy Bazzar
- Star leader award 2022 RenewBuy
Certification
PGDM
Declaration
I hereby declare that the information provided above is true to the best of my knowledge.
Pankaj Bisht
Timeline
Team Leader(Grade - Asst. Manager)
RenweBuy
06.2021 - Current
Team Leader
Silaris Max Life Insurance Process
12.2020 - 06.2021
Team Leader
Globiva AMEX Insurance process
12.2019 - 12.2020
Senior Associate
Coverfox Insurance
08.2018 - 11.2019
SR. Financial Advisor
Policy Bazaar
07.2017 - 04.2018
BBA - Marketing And International Business
IMRT
07.2012 - 06.2015