SANGITA MINZ
Insurance Operations And Underwriter
DELHI
Summary
I am specialized finance professional with 10+ Years of experience and demonstrated history of working in Insurance, Mutual Funds and NBFC industry. Expertise in Life, Health and General Insurance regarding Sales, Operations and Underwriting. Skilled in Sales and After sales service, customer retention, customer service, query handling, Data Analysis, Business Development and Strategy. Experienced in working with both small and large teams across multiple projects and companies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager - Coordination
Trustverge Insurance Broker Private Limited
11.2025 - Current
- Liaised with multiple insurance companies to manage quotation requests, ensured timely responses, and compared quotes to secure cost-effective coverage for clients.
- Technical Underwriter and Sales Support for Life Insurance, Health Insurance and Commercial Insurance (Fire, Marine, Workers' Compensation, CAR, EAR, GMC, GPA, Liability, etc.)
- Maintained and monitored records of policies issued and endorsements processed in line with client requirements and compliance standards.
Manager - Insurance
Revfin Insurance Broking Private Limited
05.2024 - 11.2025
- Led Revfin Insurance Broking to become the leading EV motor insurance partner in the fintech ecosystem, supporting over 40 fleet aggregators, 72 OEMs, and more than 40,000 retail customers.
- Established end-to-end insurance processes for fleet and retail motor business, including claims settlement, renewal retention, and commission reconciliation.
- Managed monthly motor insurance business volumes of ₹2.5–3 crore, ensuring regulatory compliance, and operational excellence.
- Drove annual revenue growth to ₹8 crore by negotiating improved motor insurance rates, strengthening insurer partnerships, and onboarding four new API-enabled insurance partners within the ecosystem.
Area Manager
Good insurance Brokers Pvt. Ltd.
12.2021 - 05.2024
- Technical Underwriter and Sales Support for Commercial Insurance (Fire, Marine, Workers' Compensation, CAR, EAR, GMC, GPA, Liability, etc.).
- Increased channel partner activation by 40% by engaging silent partners, boosting commercial insurance sales.
- Monthly business of 40 to 50 lakh is generated through 150 channel partners and direct clients.
- Maintained 65%–70% monthly renewal retention by ensuring strong client and insurer relations.
- Developed state-wise payout communication sheets, and managed top channel partners for end-to-end services.
Manager (Analysis and Process)
Meri Punj IMF Pvt. Ltd
06.2018 - 12.2021
- Generated Rs. 9.43 Cr in annual premium from 104 proposals for life, health, and general insurance in FY 2021.
- Financial health analysis of clients, and providing end-to-end advisory and support services throughout the life cycle of any insurance product.
- Responsible for customer service, data management, business, and commission MIS.
- Designed SOPs for Insurance and Mutual Funds for enhancing operational efficiency and the functioning of the organization.
Assistant Manager (Cluster Collection Manager)
Jana Bank (erst. Janalakshmi Financial Services)
06.2015 - 11.2017
- Enhanced productivity and ensured regulatory compliance through effective team management, supervision, and regular staff training.
- Develop branch-level strategy and implement targeted strategies to improve collection and customer experience. Maintained a collection efficiency of 99.60% of the cluster on a monthly basis against a portfolio of Rs. 12 Cr, and the annual portfolio was Rs. 130 Cr.
Education
MBA - Finance and Marketing
IIM Rohtak
Rohtak01-2015
Skills
Process Management
Communication Process
Customer Service
Risk Analysis
Business Development
INDUSTRY EXPERTISE
- Insurance
- Mutual Funds
- NBFC and MFI
Certification
Licentiate Examination
Interests
Learning new things and personal growth, Photography and Dance
Timeline
Manager - Coordination
Trustverge Insurance Broker Private Limited
11.2025 - Current
Manager - Insurance
Revfin Insurance Broking Private Limited
05.2024 - 11.2025
Licentiate Examination
09-2023
Area Manager
Good insurance Brokers Pvt. Ltd.
12.2021 - 05.2024
Manager (Analysis and Process)
Meri Punj IMF Pvt. Ltd
06.2018 - 12.2021
Assistant Manager (Cluster Collection Manager)
Jana Bank (erst. Janalakshmi Financial Services)
06.2015 - 11.2017
MBA - Finance and Marketing
IIM Rohtak