Shiny Francis
Pune
Summary
Dedicated Sr.Executive with 7 years of experience in overseeing branch operations, streamlining processes and driving efficiency. Skilled in team leadership, financial management and risk mitigation. Proven track record of improving operational performance and achieving business growth. Adept at fostering a customer centric environment and maintaining strong client relationships.
Overview
7
7
years of professional experience
Work History
Sr. Executive
Bajaj Allianz Life Insurance Company
Pune, Maharashtra
02.2022 - Current
- Branch Operations
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
- Policy closure for the branch: identify opportunities for up-selling, and pass the lead to the sales team.
- Provided direction and guidance to junior associates on complex tasks.
- Encouraged and improved cross-department internal communication.
- Created and updated operational documents and database records.
- Responsibility for system-based policy issuance for the branch.
- Health and Death Claim.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Reviewed and approved all invoices related to purchases made by the branches before submitting them for payment processing.
Executive
ICICI Prudential Life Insurance Company
Pune, Maharashtra
05.2018 - 01.2022
- Branch operations
- Responsibilities
- - Branch hygiene Maintenance
- - Responsibility of system based Policy Issuances for branch
- - Follow up of premium receivable worth 1Cr Monthly (Renewal - Branch level)
- - KYC verification and update them in system
- - Policy closure for branch - Identify opportunity for up-selling and Pass the - - - Lead to sales team
- - System entry and maintenance of premium receivables
- - Data Tracker
- - Health and Death Claim
- - Dockets dispatch
- - Policy bond Tracker
Education
BSC - Computer Science
D Y Patil College
Pune10-2018
HSC -
D.T Patil Junior College
Pune10-2015
SSC -
S.V.S High School
Pune03-2011
Skills
- MS Excel
- Python
- Data analysis
- Microsoft power BI
- Machine learning
- Structured query language (SQL)
- R programming
Languages
English, Marathi, Hindi, Malayalam, Tamil
Hobbies and Interests
Singing, listening to songs
Accomplishments
Awarded as Login to Win contest in September 2019 - highest business in month ROMG recognition by AVP customer services and operations rank 3rd in ROMG YTD FY19-20 - with highest LAP in ROMG - recognition by AVP customer services and operations awarded as 13M Hall of Fame champion December 2018 with highest renewal collection in ROMG - recognition by RBH sales and distribution
Languages
English
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Intermediate (B1)
B1
Malayalam
Intermediate (B1)
B1
Tamil
Elementary (A2)
A2
Industrial Exposure
- Good Written and Verbal Communication
- Positive and Self Motivated
- Adaptive to Changing Environment Good
- Management Skills
- Problem Solving Ability
- Teamwork
Timeline
Sr. Executive
Bajaj Allianz Life Insurance Company
02.2022 - Current
Executive
ICICI Prudential Life Insurance Company
05.2018 - 01.2022
BSC - Computer Science
D Y Patil College
HSC -
D.T Patil Junior College
SSC -
S.V.S High School
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