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
09.2017 - 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
05.2013 - 09.2017
- 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
05.2011 - 05.2013
- 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
Manwat06-2007
12th - Commerce
K.K.M. College
Manwat06-2004
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.
09.2017 - Current
Associate-Branch Operations
Star Union Dai-ichi Life Insurance Co. Ltd.
05.2013 - 09.2017
Executive-Branch Operations
Birla Sun Life Insurance Co. Ltd.
05.2011 - 05.2013
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
Similar Profiles
MAHARAJA MMAHARAJA M
Senior HR Executive at Pramerica Life InsuranceSenior HR Executive at Pramerica Life Insurance
SIDDHARTH KUMAR TIWARISIDDHARTH KUMAR TIWARI
Senior Executive Sales Manager at Pramerica Life Insurance LimitedSenior Executive Sales Manager at Pramerica Life Insurance Limited
Milan AnchanMilan Anchan
Regional Manager: Training at Pramerica Life InsuranceRegional Manager: Training at Pramerica Life Insurance