Summary
Overview
Work History
Education
Skills
Timeline
Generic

SANDEEP TRIKHA

64,SUDERSHAN CGHS LTD PLOT NO 82 I.P. EXTENSION PATPARGANJ DELHI

Summary

Strategic business operations professional offering 30 years of experience in driving revenue, performance and productivity. well-versed in developing quality talent and customer-focused teams. Highly skilled in applying market knowledge and customer service prowess to improve performance. Dedicated and dependable with proven success in implementing cost-reduction initiatives savings and drive the skills and knowledge to resolve complex issues and challenges.

Overview

31
31
years of professional experience

Work History

Senior Business Operations Manager

Good Insurance Bookers Pvt Ltd
09.2023 - Current
  • Successfully managed a portfolio of clients, resulting in a 30% increase in overall revenue
  • Developed and maintained strong relationships with insurance carriers to negotiate the best rates and coverage for clients
  • Provided personalized insurance solutions for clients based on their individual needs and risk profiles
  • Consistently met and exceeded sales targets by actively prospecting and securing new clients
  • Effectively communicated complex insurance products and policies to clients, ensuring they fully understood their coverage
  • Coordinated claims processing and resolution on behalf of clients, ensuring a smooth and seamless experience
  • Collaborated with underwriters and actuaries to analyze and assess risk factors for clients
  • Conducted regular policy reviews and updates with clients to ensure their coverage remained adequate and up to date
  • Assisted clients with the renewal process, providing guidance and support to ensure a seamless transition
  • Maintained accurate and up-to-date client records and documentation for compliance and regulatory purposes
  • Implemented escalation procedures to effectively handle time-sensitive issues.
  • Maintaining client relationships independently as Account Manager for major clients in the Delhi NCR region, managing ~₹12 Cr of annual premium across diverse insurance portfolios including Helios Packaging Pvt Ltd, Jivo Wellness, M2M Ferries, PNB Kitchenware Pvt Ltd, and HPL Electric & Power Ltd.
  • Ensuring high client retention through customer-centric services involving risk assessment, portfolio analysis, and risk inspections.
  • Conducting insurance audits and portfolio reviews; structuring optimal and cost-effective insurance programs.
  • Managing the tendering process, analyzing quotations, and negotiating program terms with insurers.
  • Facilitating prompt claim settlements by coordinating with clients, insurers, and surveyors.
  • Supporting the business development team with techno-marketing strategies to convert prospects into clients.
  • Preparing client MIS reports and managing both mined and legacy renewals for internal tracking and performance insights.
  • Accomplished multiple tasks within established timeframes.


Senior Manager – Operations & Facilities

Coston Technologies Pvt Ltd (IVK Mobile Pvt Ltd)
07.2013 - 08.2023
  • Concept to Commissioning to Successful Running the Office
  • Manages and maintains the office ,Outsourcing & Contract Management,Partner /Vendor Negotiations , Development & Resource Management.
  • Ensure Security, Safety of Employees and Company's Assets.
  • Travel Management
  • Managing the Overseas Imports by coordinating with Suppliers, forwarder, and CHA for Clearance of Consignment.
  • Interacting with Consultant for BIS compliance.
    Independent negotiations/ coordination/ correspondence & follow up with Insurance Companies for different policies as per the requirement of Company.
  • Adherence to all the Statutory Compliances related to Commercial and Legal Affairs.
  • Office leases & senior executives residence leases
    Implementing Cost effective measures to optimize the office expenses.
  • Identifies opportunities to enhance and strengthen procedures and policies, automating systems and improving efficiency of services, creating a more cost effective and lean organization.
  • Creates and promotes effective partnerships and relationships between all staff levels throughout the office and company, allowing for easier and freer channeling of information and relevant processes.

REGIONAL OPERATIONS MANAGER

Hamari Suraksha Software Solutions Pvt Ltd
01.2011 - 06.2013
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Provided professional services and support in a dynamic work environment.
  • Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment
  • .Handled team of marketing associates and motivating them towards achievement of direct sales targets. Creation, development and training of retail and corporate tie-ups in Uttar Pradesh, Haryana.
  • Formatting and maintenance of data on computer and part of team for preparation of customized software for web base is a self-explanatory easy to use portal available on SaaS (Software as a Service) platform

Head - General Insurance

SKR Consultant
01.2010 - 12.2011
  • Handled team of marketing associates and motivating them towards achievement of direct sales targets. Creation, development and training of retail tie-ups in Delhi NCR .
  • Formatting and maintenance of data on computer and part of team for preparation of customized software for web base policy issuance, Pre inspection of vehicles and cover note control.
  • Supervision of issuance of Motor and Personal line product policies, back office supervision related to claims and customer care.
  • Liaison with insurance companies like TATA AIG General Insurance Co Ltd, Cholamandlam MS General Insurance Co Ltd, Shriram General Insurance Co Ltd, Iffco Tokio General Insurance Co Ltd, HDFC Ergo General Insurance Co Ltd, etc for commission rates, trouble shooting, commission recoveries etc.

Assistant Manager- Marketing(Agency and Brokerage)

IFFCO TOKIO General Insurance Co. Ltd.
01.2007 - 08.2009
  • Responsible for driving sales in terms of premium generation through franchisee,agency and broking model.
  • Look after the marketing aspect with continuous Recruitment and Development of agency channel within the franchisee network.
  • Strengthening of relationships with the key existing intermediary channels; with a focus on providing service, handling and resolution of routine issues.
  • Lead and manage a team of relationship executives; providing direct services to the intermediaries and clients. Adherence to the prescribed underwriting guidelines of the company for the generation of profitable business. Earlier posted at Rohtak LSC and was responsible for Creation, development and training of retail & rural (Cooperative) tie-ups in districts of Haryana (Sonipat, Jhajjar, Rohtak, Bhiwani, Hisar, Fatheabad, Sirsa, Rewari, Mahenderghar )
  • Increased business from 20 lacs per annum to 240 lacs per annum in one year

Assistant Manager – Agency Sales

Bajaj Allianz General Insurance Co. Ltd.
02.2006 - 12.2006
  • To source and recruit productive insurance advisors and generate business volumes from them on a regular basis.
  • To train and develop advisors for the marketing of company’s general insurance products and make them aware of the prevailing competitive insurance environment.
  • Ensure adherence to insurance underwriting guidelines of the company by all the advisors.
  • To train and develop advisors so as to equip them to handle a team of marketing associates (teams of executives other channels partners) and motivating them towards achievement of sales targets.
  • Creation, development and training of retail tie-ups in 3 districts of Haryana (Sonipat, Rohtak, Hisar).
  • Setting up and strengthening bank assurance network in the region and accomplishment of the targets of bank assurance channel.
  • Provide service support to the branches of the banks in above-mentioned area, with whom there was a tie-up. Generated fresh business in Haryana to 140 lacs per annum in one year

Assistant Manager – Client Servicing

India Insure Risk Management Services Pvt Ltd
07.2003 - 12.2006
  • Maintaining Client Relationships independently as Account Manager for major clients in Delhi, Noida, Gurgaon with about 3 Crores of annual premium outgo on a variety of insurance policies, such as: NDTV, Ankh & Associates, Unitech, Manpower Services India Pvt Ltd, DCM Shriram Industries Ltd, British airways, Barista Coffee etc.
  • Retention of customers is done by ensuring Customer delight by delivering excellent services comprising of assessment/ analysis of client's risk profile by organizing Risk inspection and doing Portfolio Analysis,
     Insurance auditing and portfolio review. Structuring of insurance program and to propose and arrange adequate and cost effective insurance coverage.
  • Tendering, analyzing the quotations and negotiating program with insurers. Assisting clients and interacting with insurers & surveyors for speedy settlement of claims.
  • Providing Techno marketing support to Business Development team in converting prospects in to clients.
  • Responsible for generating MIS for clients and various reports for in house consumption and responsible for Mined and Legacy renewals

Head – Operations & Facilities

Arankari Risk Management Services Pvt Ltd & Insure
06.1998 - 07.2003
  • Incorporation of company.
  • Setting up of office including recruitment of the necessary staff.
  • Managed day-to-day affairs of the company including dealing with suppliers/ Government agencies like ROC, Trademark registry office, Insurance Regulatory Development Authority etc.
  • Independent negotiations/ coordination/ correspondence & follow up with Insurance Companies for TPA and Insurance consultancy activities.
  • Data management pertaining to preparing presentations of reports of Management.
  • Create a network of over Seventy Nursing Homes/ Hospitals in 25 cities in Northern India that are part of Co’s MEDI+NET network and regular follow up.
  • Processing of Medical claims as part of services provider activity.
  • Managing in House Call center for day-to-day queries for services provider activity.
  • Handled team of marketing associates and motivating them towards achievement of Direct sales targets. Creation, development and training of retail tie-ups in Western Uttar Pradesh, Uttranchal, Haryana.
  • Formatting and maintenance of data on computer and part of team for preparation of customized software for cover note control.
  • Supervision of issuance of Bajaj Allainz Motor and Personal line product policies, back office supervision related to claims and customer care.
  • Liaison with insurance companies like Bajaj Allianz General Insurance Co Ltd, Royal Sundaram Alliance General Insurance Co Ltd, Iffco Tokio General Insurance Co Ltd, Oriental Insurance Co Ltd etc for commission rates, trouble shooting, commission recoveries etc.
  • Ensuring Customer delight by delivering excellent services comprising of assessment/ analysis of client's risk profile by organizing Risk inspection and doing Portfolio Analysis of clients like Iranian Embassy, Alps Industries, Steller Ventures, etc,.
  • Managing day to day affairs of the firm including dealing with Vendors/Government agencies viz ROC, Trademark registry office, Insurance Regulatory Development Authority etc.

Executive Assistant to M.D

Phoenix Overseas Ltd
12.1994 - 05.1998
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Answered high volume of phone calls and email inquiries.
  • Organized and coordinated conferences and monthly meetings.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.

Education

PGDBA - Finance

Institute Of Marketing & Management
New Delhi, India
09-1994

Skills

  • Risk assessment
  • Policy analysis
  • Underwriting expertise
  • Insurance regulations
  • Claims processing
  • Sales proficiency
  • Data analysis
  • Negotiation skills
  • Communication skills
  • Teamwork
  • Time management

Timeline

Senior Business Operations Manager

Good Insurance Bookers Pvt Ltd
09.2023 - Current

Senior Manager – Operations & Facilities

Coston Technologies Pvt Ltd (IVK Mobile Pvt Ltd)
07.2013 - 08.2023

REGIONAL OPERATIONS MANAGER

Hamari Suraksha Software Solutions Pvt Ltd
01.2011 - 06.2013

Head - General Insurance

SKR Consultant
01.2010 - 12.2011

Assistant Manager- Marketing(Agency and Brokerage)

IFFCO TOKIO General Insurance Co. Ltd.
01.2007 - 08.2009

Assistant Manager – Agency Sales

Bajaj Allianz General Insurance Co. Ltd.
02.2006 - 12.2006

Assistant Manager – Client Servicing

India Insure Risk Management Services Pvt Ltd
07.2003 - 12.2006

Head – Operations & Facilities

Arankari Risk Management Services Pvt Ltd & Insure
06.1998 - 07.2003

Executive Assistant to M.D

Phoenix Overseas Ltd
12.1994 - 05.1998

PGDBA - Finance

Institute Of Marketing & Management

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SANDEEP TRIKHA