Rajat Subhra Bhattacharya
Manager Claims And Underwriting
Kolkata,WB
Summary
Challenging assignment where I can contribute towards customers Satisfactionby adding valueto services provided to the client.
I have done my MBA (Finance) from RJ School of Management Studies and having a background in computer training. I have strong analytical and interpersonal communicational skill and result oriented with consultant strive in pursuit up excellence I value firm at satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
3
3
Languages
Work History
Manager Claims and Underwriting
Savefin Insurance Brokers Pvt Ltd
06.2023 - Current
- Maintained professional, organized, and safe environment for employees and patrons.
- Developed and maintained relationships with customers and suppliers through account development.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Manager Claims
Kedpro Insurance Broking Pvt Ltd
12.2022 - 04.2023
- Handle and servicing the old and existing corporate client.
- Handle Corporate Business like Bengal Investment Ltd, Captain Steel, Maithan Allow and Maithan Steel and Power, C K Plastic, Berry Alloy, Impex Metal and Steel, Nimbus, Lumino Industries, La camico, BMW Industries, Burdhoman Agro, Gajanan Ferro Alloy and many more.
- Maintain Claim MIS daily, weekly, monthly, quarterly and yearly MIS of all clients and also updated in software in regular basis.
- Co-ordination with all Client and Insurance Co for Claims and update accordingly.
- Quotation Negotiation with the insurance co and Internal Underwriting.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Controlled costs to keep business operating within budget and increase profits.
- Improved marketing to attract new customers and promote business.
- Cross-trained existing employees to maximize team agility and performance.
Senior Operation Executive
Novo Insurance Broking Services Pvt Ltd
06.2022 - 11.2022
- Handle and servicing the old and existing corporate client.
- Handle Corporate Business Like Bengal Investment Ltd, Swarnava Exterpise, Averon, Pawan Mody Society, Vist Steel, Mageba, RCTC, Adhunik Cement, Co-operative Bank, Rural Bank, Shalimar Ware, Birla Building and many others.
- Maintain daily, weekly, monthly, quarterly and yearly MIS of all clients and also updated in software in regular basis.
- Co-ordination with all AMC of Claims and all proposals, Send day to day business with checking all the documents.
- Quotation Negotiation with the insurance co and Internal Underwriting.
Operation Executive (LA-PREMIER EAST)
Bajaj Capital Insurance Broking Ltd
06.2020 - 06.2022
- Handle and servicing the old and existing corporate client.
- Handle Corporate Business Like Bengal Investment Ltd, Swarnava Exterpise, Averon, Pawan Mody Society and many others.
- Handle HBI Client like Sangeet Jairath, Sekher Kumar Nandi, Amaresh Gupta, Pawan Mody, Rajib Jasu, K R Venkatesh, Modi Family.
- Handle India Army and BSF Client; Handle all the claims and proposal, operation and execution part of Life Insurance, General Insurance, Mutual Fund, Fixed Deposit, GOI Bond, NCD and all financial products except Loan.
- Maintain daily, weekly, monthly, quarterly and yearly MIS of all clients and also updated in software in regular basis.
- Co-ordination with all AMC of Claims and all proposals, Send day to day business with checking all the documents.
- Quotation Negotiation with the insurance co and Internal Underwriting.
Relationship Manager (General Insurance)
Zuari Insurance Brokers Ltd
02.2020 - 05.2020
- Handle and servicing the old and existing corporate client and all Corporate Captive Business.
- Handle Retails Business and Support the Relationship Manger of the Co.
- Quotation Negotiation with the insurance co and Internal Underwriting.
- Preparing daily MIS.
- In wording policy details in the software for both retail & captive.
- Handling Cover Note books.
- Other Operations related works.
Relationship Manager (General Insurance)
Zuari Finserv Ltd
01.2019 - 01.2020
- Handle and servicing the old and existing corporate client and all Corporate Captive Business.
- Handle Retails Business and Support the Relationship Manger of the Co.
- Quotation Negotiation with the insurance co and Internal Underwriting.
- Preparing daily MIS.
- In wording policy details in the KIBSL software for both retail & captive.
- Handling Cover Note books.
- Other Operations related works.
Asst. Manager (General Insurance)
Kesoram Insurance Broking Services Ltd
12.2014 - 01.2019
- Handle and servicing the old and existing corporate client and all Corporate Captive Motor Insurance Business.
- Handle Retails Business and Support the Relationship Manager of the Co.
- Quotation Negotiation with the insurance co and Internal Underwriting.
- Preparing daily MIS.
- In wording policy details in the KIBSL software for both retail & captive.
- Handling Cover Note books.
- Other Operations related works.
Asst. Manager Insurance Broking (HR Grade E2)
Reliance Composite Insurance Broking Ltd.
07.2014 - 11.2014
- New Corporate client Introduce to the co and also Handle and Servicing the old and existing Corporate Client.
- Handle Retails Business and Support the Relationship Manger of the Co.
- Quotation Negotiation with the insurance co and Internal Underwriting.
Sr. Key Accounts Manager (General Insurance)
Ecomoney Insurance Brokers Pvt Ltd
04.2012 - 06.2014
- Handle all the existing Client of the Co and Introduce New Corporate Client.
- Handle Retails Business and Support the Relationship Manger of the Co.
- Quotation Negotiation with the insurance co and Internal Underwriting.
Relationship Manager, Bank Assurance (Burdwan & Birbhum)
Cholamandalam MS GIC Ltd
06.2011 - 04.2012
- New Client Introduce to the Co and also Handle and Servicing the old and existing client.
- New Client Introduce - Power tac Show Room for Memari, Pangarh and Birbhum, Dolphin Auto Mobile, Saiket Auto Mobile.
- Old Client Handle and Servicing- All CBI (Central Bank of India) at Burdwan Dist. Indusind Bank, MIBL (Mahindra Insurance Broking Ltd), CIFCO (Chola Mandalam Finance Co Ltd).
Marketing Executive
IFFCO- TOKIO General Insurance Co. Ltd
07.2008 - 11.2009
- New Client Introduce to the Co and also Handle and Servicing the old and existing client.
- New Client Introduce- Astha Ferro Tech, Pravin Engineering, Ramkrishna Forgin, Adityapur Steel, Gulmohar Inn Hotel, Skylark Hotel, ASL Motors, Jayshree Ford, Yamaha Showroom Etc.
Relationship Manager
Extra Cover Insurance Brokers Pvt. Ltd
01.2005 - 06.2008
- New Client Introduce to the Co and also Handle and Servicing the old and existing client.
- New Client Introduce- Rashi Ispat, BMW Industries, Adhunik Cement, Vikraant Forge.
- Old Client Handle and Servicing- Jai Balaji Group, SPS Steel, Shalimar Ware, Tantia Group, Concast Etc.
Education
MBA - Finance
RJ School of Management Studies
01.2005
B.Com - undefined
Burdwan University
01.2001
10+2 - undefined
W.B.C.H.S.E
01.1997
Matriculation - undefined
W.B.B.S.E
01.1995
Skills
Team leadership
Certification
Composite Broking License
Timeline
Manager Claims and Underwriting
Savefin Insurance Brokers Pvt Ltd
06.2023 - Current
Manager Claims
Kedpro Insurance Broking Pvt Ltd
12.2022 - 04.2023
Senior Operation Executive
Novo Insurance Broking Services Pvt Ltd
06.2022 - 11.2022
Operation Executive (LA-PREMIER EAST)
Bajaj Capital Insurance Broking Ltd
06.2020 - 06.2022
Relationship Manager (General Insurance)
Zuari Insurance Brokers Ltd
02.2020 - 05.2020
Relationship Manager (General Insurance)
Zuari Finserv Ltd
01.2019 - 01.2020
Asst. Manager (General Insurance)
Kesoram Insurance Broking Services Ltd
12.2014 - 01.2019
Asst. Manager Insurance Broking (HR Grade E2)
Reliance Composite Insurance Broking Ltd.
07.2014 - 11.2014
Sr. Key Accounts Manager (General Insurance)
Ecomoney Insurance Brokers Pvt Ltd
04.2012 - 06.2014
Composite Broking License
09-2011
Relationship Manager, Bank Assurance (Burdwan & Birbhum)
Cholamandalam MS GIC Ltd
06.2011 - 04.2012
Marketing Executive
IFFCO- TOKIO General Insurance Co. Ltd
07.2008 - 11.2009
Relationship Manager
Extra Cover Insurance Brokers Pvt. Ltd
01.2005 - 06.2008
B.Com - undefined
Burdwan University
10+2 - undefined
W.B.C.H.S.E
Matriculation - undefined
W.B.B.S.E
MBA - Finance
RJ School of Management Studies
Personal Information
- Father's Name: Jayanta Kumar Bhattacharya
- Date of Birth: 1st January 1979
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Personal data processing
I HEREBY DECLARE THAT THE ABOVE STATEMENTS ARE CORRECT TO THE BEST OF MY KNOWLEDGE & BELIEF.