Pravin Kotambe
Aurangabad
Summary
Experienced Operations Executive with 13 + year background serving in Insurance industry leadership roles. Detail-oriented and results-oriented with exceptional knowledge of business operations. Expertise in financial management, profit generation and strategic planning.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Operations Executive
Pramerica Life Insurance Ltd.
Aurangabad
2017.09 - Current
- Managing Insurance Operations, Customer Service, Cash and Chq Management, Underwriting, Policy Renewals, Unclaimed Bucket, Customer Relations Management & Branch Operations.
- Maintained accurate records of customer interactions, transactions and comments in the database system.
- Developed strong relationships with customers by providing knowledgeable advice on products and services.
- Maintained comprehensive records of all interactions with clients in a CRM system.
- Evaluated the adequacy of accounting systems for recording transactions and safeguarding assets.
- Monitored employee adherence to company policies, laws, and regulations.
- Execute compliance audits to check company policies, procedures and controls.
- Created and presented monthly reports to management on sales performance.
- Adept at monitoring Branch Administration; implementing effective strategies to maximize sales and accomplishment of revenue targets.
- Agent, Premium Collection Receipting and proper record keeping through cash scroll book
- Closure of Unclaimed Bucket.
- Death Claim Processing as per defined TAT and Maintaining the Register
- Created dashboards and visualizations to present data insights in an easy-to-understand format.
Associate-Branch Operations
Star Union Dai-ichi Life Insurance Co. Ltd.
Aurangabad
2013.05 - 2017.09
- Verified cash by balancing cash drawers and maintaining cash count records.
- Coordinated customer service initiatives and staff training.
- Resolved customer complaints in a timely manner.
- Maintained accurate records of financial transactions.
- Managed inventory levels of cash, supplies, and other resources.
- Prepared monthly reports on branch performance metrics.
- Provided guidance on best practices for handling difficult customers or situations.
- Strengthened operational efficiencies and traceability by developing organizational filing systems for billing, receiving and delivery records and reports.
- Generated daily reports to comply EOD Process.
- Achieved retention rate of 65% with highly-satisfied client base.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated preparation of external audit materials and external financial reporting.
- Checked and processed invoices, purchase orders, expense claims and other financial documents.
- Processed customer orders in a timely manner while ensuring accuracy of all data entered into system.
- Ordered supplies such as stationery, office equipment and other materials needed by the organization.
Executive-Branch Operations
Birla Sun Life Insurance Co. Ltd.
Hingoli
2011.05 - 2013.05
- Coordinated training sessions for staff on new systems, products or services.
- Resolutions of requirements through follow up for timely issuance of policies.
- Customer service and Customer Query resolution at the branch.
- Death Claim Processing as per defined TAT and Maintaining the Register.
- Persistency of Business by maintaining customer contact details and revivals
- Financial operations including Office expenses and petty cash management.
- Payment of utility bills.
- Assets Management for IT Assets and Branch Fixed Assets,
- Agent, Premium Collection Receipting and proper record keeping through cash scroll book
- Banking of cash and cheque as per defined process
Education
Bachelor of Commerce - Financial Accounting, Banking, Insurance
K.K.M. College
Manwat2007-06
12th - Commerce
K.K.M. College
Manwat2004-06
Skills
- Operational Efficiency
- Regulatory compliance understanding
- Process improvement techniques
- Problem-solving capabilities
- Leadership training
- Advanced Excel
- Dashboard creation
- Daily dashboards
- User Acceptance Testing
- Revenue Forecasting
- Lead Generation
- Sales operations
- CRM Software
Accomplishments
Appreciate by Senior Team for giving idea to improve customer services, Qualified Torch Bearer Quarterly contest, received appreciations from customers for provided best service to customers.
Certification
- Power BI
- Advanced Excel
- MS CIT
- Typing 40 WPM
Timeline
Branch Operations Executive
Pramerica Life Insurance Ltd.
2017.09 - Current
Associate-Branch Operations
Star Union Dai-ichi Life Insurance Co. Ltd.
2013.05 - 2017.09
Executive-Branch Operations
Birla Sun Life Insurance Co. Ltd.
2011.05 - 2013.05
Bachelor of Commerce - Financial Accounting, Banking, Insurance
K.K.M. College
12th - Commerce
K.K.M. College
- Power BI
- Advanced Excel
- MS CIT
- Typing 40 WPM
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