Pankaj Sharma
New Delhi
Summary
Dynamic and result-driven Team Leader with 10+ years of experience in Sales, Customer Service, and Team Management in the Motor and General Insurance sector. Demonstrated expertise in revenue generation, operational excellence, and team development. Proven ability to streamline processes, mentor teams, and implement strategic initiatives that improve performance, customer satisfaction, and business growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Team Leader – Motor Insurance Vertical
Policybazaar.com
Gurgaon
04.2024 - Current
- Led and motivated sales team, achieving monthly and quarterly targets.
- Providing coaching, attending client calls, and assisting in deal closures.
- Monitored performance and delivered feedback to drive continuous improvement.
- Enhanced client satisfaction through collaboration with CRT and service teams, ensuring timely and effective service.
- Coordinating with tech and operations teams to streamline processes and ensure smooth policy issuance within TAT.
Subject Matter Expert – General Insurance
Policybazaar.com
Gurgaon
09.2023 - 04.2024
- Monitored calls, provided actionable feedback, and resolved discrepancies in insurance payments to ensure accuracy.
- Supported teams in achieving sales targets while maintaining strict compliance with industry regulations.
- Trained and guided agents to enhance knowledge and boost customer engagement.
- Developed training materials and best practices for continuous learning.
Senior Sales Executive
Policybazaar Insurance Web Aggregator Pvt. Ltd.
Gurgaon
04.2017 - 09.2023
- Managed end-to-end sales cycles, fostering strong client relationships.
- Maintained long-term client accounts, boosting retention and business growth.
- Guided junior executives on sales strategies and best practices.
- Facilitated team meetings for target alignment and performance tracking.
Associate Sales Consultant – Motor Insurance (B2C)
Policybazaar.com
Gurgaon
08.2015 - 03.2017
- Consistently achieved sales targets while ensuring high-quality customer service.
- Assisted customers in purchasing policies online and offline, ensuring a seamless buying process.
- Advised customers on motor insurance policies, facilitating onboarding for new clients to enhance their experience.
Education
B.Sc. (Hons.) - Science
Magadh University
Gaya01.2017
Skills
- Sales strategy
- Customer Relationship Management
- Client servicing
- Process & Operations Management
- Performance improvement
- Data Analysis
- Team leadership
- Training and Development
- Cross-functional teamwork
Certification
- IRDA Certified, 2021
- Certified Trainer, 2021
Languages
- English, Fluent
- Hindi, Fluent
Accomplishments
Best Team Leader Award (2024–2025) – Honored for exceptional leadership, mentoring a high-performing team, and consistently achieving organizational sales and service goals.
Timeline
Team Leader – Motor Insurance Vertical
Policybazaar.com
04.2024 - Current
Subject Matter Expert – General Insurance
Policybazaar.com
09.2023 - 04.2024
Senior Sales Executive
Policybazaar Insurance Web Aggregator Pvt. Ltd.
04.2017 - 09.2023
Associate Sales Consultant – Motor Insurance (B2C)
Policybazaar.com
08.2015 - 03.2017
B.Sc. (Hons.) - Science
Magadh University