Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Work Availability
Native Place
Personal Information
Synopsis
Native Place
Personal Information
AssistantManager
Shri Om

Shri Om

Kolkata

Summary

I am a BFSI professional with over 15+ years of experience in Insurance Operations, specializing in Underwriting and Claims. Proven track record in leading teams and managing processes that drive organic growth and enhance operational efficiency. Expertise in Agile methodology and process improvement, evidenced by successful project completions and certifications. Strong background in strategic planning and client engagement, ensuring high-quality service delivery and adherence to SLAs

Overview

16
16
years of professional experience
1
1
Certificate

Work History

Assistant Manager

TCS
Kolkata
09.2022 - Current
  • Managing a team of 46 FTEs & team is responsible for sending Renewal, Non-Renewal & Cancellation legal notices. Generation of Loss Run report too
  • Responsible for task processing of TEIL states, Training, Guided Production and Quality Management
  • Supported Claims Indexing Kolkata project during remote knowledge transition of Indexing process from onshore to offshore location; active participation in terms of SOP creation to approval
  • FDA deployed by BAs using Python tool which extract the data to excel sheet. This has enhanced operational efficiency by 20% by automating key workflows and ensuring compliance. Further automation is underway

Operations Manager

GENPACT
Gurgaon
12.2017 - 08.2022
  • Managed a team of 21 FTEs focusing on Operational effectiveness, overall provision of day to day administration and employee performance evaluations
  • Developed a result-oriented working environment and ensured team compliance with policies and guidelines
  • Provided end to end Insurance underwriting service i.e. Submission (New/Renewal Account set up), Registration (billing of account), Policy Issuance and Endorsement
  • Maintained SOPs with timely updates & approval as per governance
  • Participated in daily/monthly business reviews with clients for satisfactory query resolutions

Underwriter Assistances

GENPACT
Noida
02.2011 - 11.2017
  • Provided administrative support to multiple Underwriters, completing tasks to expedite the underwriting process
  • Studied various insurance proposals and determined the level of acceptable risk by reviewing applications for coverage.
  • Prepares new and renewal quotes according to underwriting instructions. Also, managing filing of every subjectivity, ensuring document accuracy and completeness
  • Billing/Registration of an account as per Binder received
  • Prepare draft policy & add required forms , send to UWs for approval
  • Billing/registration of an account as per the binder received.
  • Prepare draft policy & add required forms basis on the rules. Send it to UWs for approval
  • Review & approve endorsement requests within authority
  • Developed and maintained constructive relationships with brokers and assistants

Claim Associate

GENPACT
Gurgaon
07.2009 - 01.2011
  • Managed comprehensive Claim documentation within the P&C Insurance sector
  • Facilitated the collection and verification of documents necessary for claims processing.
  • Prepared auto insurance claim sheets utilizing the DICE method for streamlined processing.
  • Conducted thorough verification of loss exposures related to claims
  • Assigned claims accurately to adjusters to ensure prompt handling

Education

PGDBA - Operations

SCDL
Pune
02-2011

Bachelor of Science - PCM

Deen Dyal Upadhyaya College, University of Delhi
12-2005

Skills

  • 4 Knowledge (Business): Transition from onshore to offshore, and retention
  • Active participation in DUE DILIGENCE
  • Subject Matter Expert – Property, Professional, and Management Liability Insurance of P&C
  • Operations / Process Management
  • End-to-End Insurance Operations
  • Process improvement initiatives
  • Scrum and POPM certified
  • Lean Six Sigma Green Belt earned
  • Training and Development
  • Process improvement initiatives
  • Team collaboration
  • Multitasking Abilities
  • Adaptability and flexibility
  • Training and Development
  • Process improvement initiatives
  • Training & Development
  • Process improvement initiatives

Certification

  • Green Belt certified (Lean SixSigma)
  • Pursuing AINS from The Institute
  • Licentiate Certification from Insurance Institute of India
  • POPM certifications, Scaled Agile Inc., 2024
  • Active participation in Due Diligence program

Accomplishments

  • Worked with Different measure USA based Insurance Providers
  • Contributed to Workflow requirement gathering, UAT Testing & implementation of work flow tool
  • Participated actively in knowledge transfer during new process transition
  • Various individual and Team awards
  • Process improvement projects ideation & implementation
  • Participated actively in knowledge transfer during new process transition
  • Participated actively in knowledge transfer during new process transition

Languages

Hindi
First Language
English
Proficient (C2)
C2

Timeline

Assistant Manager

TCS
09.2022 - Current

Operations Manager

GENPACT
12.2017 - 08.2022

Underwriter Assistances

GENPACT
02.2011 - 11.2017

Claim Associate

GENPACT
07.2009 - 01.2011

PGDBA - Operations

SCDL

Bachelor of Science - PCM

Deen Dyal Upadhyaya College, University of Delhi

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Native Place

Purnia, Bihar

Personal Information

  • Father's Name: Shri Surendra Sah
  • Date of Birth: 10/13/1985
  • Marital Status: Married

Synopsis

15+, Personal Auto and P&C Specialty Line of Insurance, Underwriting & Claims functions, Agile methodology, Earned Contextual Master Badge, Completed GREEN BELT Certification in 2017, Designed & shared TO Be state with leadership in 2018

Native Place

Purnia, Bihar

Personal Information

  • Father's Name: Shri Surendra Sah
  • Date of Birth: 10/13/1985
  • Marital Status: Married
Shri Om