Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Extra-Curricular Activities
Interests
Personal Information
Timeline
Generic

SHAILENDRA UPADHYAY

Life Insurance Underwriting
Mumbai

Summary

Experienced in Medical Underwriting and Operations for over 18 years. Professionally qualified from the Insurance Institute of India. Skilled in process handling, production, and planning with a focus on efficiency improvements for quality and production enhancements.

Overview

18
18
years of professional experience
5
5
Certifications
2
2
Languages

Work History

Chief Manager

Max Life Insurance Company Ltd
11.2023 - Current

Oversaw large-scale team activities.

Executed strategies to optimize sales performance.

Managed relationships with stakeholders across New Business, Policy Servicing, and Branch Operations.

MIS

Managed departmental budgeting.

Advanced recruitment processes to senior management level.

Optimized reinsurance procedures for better outcomes.

Conducted comprehensive training sessions for team members.

Developed reliable projections.

Executed planning initiatives to optimize issuance numbers.

Led multiple Six Sigma initiatives to enhance project efficiency.

Online and Offline

Developed strategies for effective remote work planning.

AVP Underwriting

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2023 - 11.2023
  • Processing of Cases from team, Part of IT projects, Analysis of Auto underwriting limits and Fast track system.
  • TAT analysis, End to End Process analysis.
  • Stake Holder coordination -NB, Operations, Claims, Sales.
  • Training needs analysis.

Chief Manager

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2020 - 03.2023

Senior Manager

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2018 - 03.2020

Manager as Medical Underwriter

Kotak Mahindra Old Mutual Life Insurance Company Ltd
03.2016 - 03.2018

Executive

Apollo Munich Health Insurance Co. Ltd
08.2011 - 03.2016

Branch Operations Executive & Process Champion

Birla Sun Life Insurance Co. Ltd.
03.2008 - 07.2011

Underwriter

Bajaj Allianz Life Insurance Co. Ltd.
05.2007 - 03.2008

Education

Master of Business Administration - Marketing & Finance

Mahakal Institute of Management
Ujjain

Bachelor of Science - undefined

Vikram University
Ujjain

Senior Secondary School - undefined

Bhopal

Skills

Team Handling

Projects

Underwriting of High Sum Assured, Business Insurance

Efficiency Improvements

Budgeting

Cross functional activities

IRDA Grievance handling for UW team

Query Management

Vendor Management

Quality Maintenance

TAT Improvements

Certification

Fellow from Insurance Institute of India (III)

Accomplishments

  • Multiple award CEO/Town Hall/QTR - Axis Max Life
  • Best Employee Award for Last 3 years in Kotak Life Insurance
  • Awarded Many Times by COO for performance and initiative taken for process
  • Appreciation from Sales/Operation/Internal departments
  • Winner of Kona -Kona Kotak Talent Hunt
  • Winner of AIU cultural event 2016
  • Gold Medal & Birla Sun Life Ins. Co. Excellency Certificate for 2 years Performance
  • Certificate by ZM for 2nd Position in All M.P. In Policy Issuance and Performance
  • No 1 Position in Zone for Aura Rating
  • 1st Position Certificate by TM in Performance Ratlam Territory in Birla Sunlife Ins. Co. Ltd
  • Excellence Certificate by Operation Manager in Branch in Bajaj Allianz Life Ins. Co

Affiliations

  • Member of Association of Insurance Underwriters
  • Member of Association of Insurance Claims Management

Extra-Curricular Activities

NSS A certificate NCC B certificate Active Member of the Rotract Club, Ujjain Volunteered in various college activities College Secretary post & organized various activities

Interests

Writing Poem
Traveling

Personal Information

  • Father's Name: Mr. P.N. Upadhyay
  • Date of Birth: 03/30/84
  • Marital Status: Married

Timeline

Chief Manager

Max Life Insurance Company Ltd
11.2023 - Current

AVP Underwriting

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2023 - 11.2023

Chief Manager

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2020 - 03.2023

Senior Manager

Kotak Mahindra Old Mutual Life Insurance Company Ltd
04.2018 - 03.2020

Manager as Medical Underwriter

Kotak Mahindra Old Mutual Life Insurance Company Ltd
03.2016 - 03.2018

Executive

Apollo Munich Health Insurance Co. Ltd
08.2011 - 03.2016

Branch Operations Executive & Process Champion

Birla Sun Life Insurance Co. Ltd.
03.2008 - 07.2011

Underwriter

Bajaj Allianz Life Insurance Co. Ltd.
05.2007 - 03.2008

Master of Business Administration - Marketing & Finance

Mahakal Institute of Management

Bachelor of Science - undefined

Vikram University

Senior Secondary School - undefined

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SHAILENDRA UPADHYAYLife Insurance Underwriting