Shubham Garg
Noida
Summary
Seasoned insurance professional with 8 years of comprehensive experience in the insurance sector, specializing in team leadership, client servicing, and operational management. Proven ability to lead and motivate high-performing teams to achieve sales targets, ensure regulatory compliance, and deliver exceptional customer service. Skilled in policy administration, claims processing, underwriting coordination, and resolving client escalations.
Overview
5
5
years of professional experience
Work History
Deputy Manager
Religare Broking Private Limited
2023.09 - Current
- Onboard New Partners in PAN India and Provide Multiple Services Like Insurance , Mutual Fund , Bonds
- Handling team of 10 members
- Keep record of each agent about their Growth and Productivity
- Trained advisors on new product and ideas to get maximum business from Partners
- Created processes for handling Partners and customer complaints effectively.
- Maintain Claim records and help partner to settle the claim with help of Insurer
- Performed statistical analyses to gather data for operational and forecast team needs.
- Partnered with upper management in executing functional strategies and reporting capabilities.
Subject Matter Expert
Design For Use Private Limited(Toffcover Core Technologies Pvt Ltd)
2021.04 - 2023.08
- Manage a Product known as Lending (B2B) and Pet Insurance ( B2C)
- Onboarded Electric Vehicle 2W & 3W dealers PAN India to Increase maximum number of Applications for Finance
- Maintain report of each financier and Partner that total number of cases disbursed in specific month
- Handled and grow Pet Insurance Premium to 300%
- Trained and guided team members to maintain high productivity and performance metrics.
- Supervised team of 10 loan officers, 5 team members for Insurance Vertical
- Manage B2C and B2B business both
Senior Sales Associate
Paytm Insurance Broker Pvt Ltd
2020.07 - 2021.04
- Reported sales data to upper management for review.
- Understand Customer need and explain about different insurance products
- Train team Members about various product effectively
- Convince customer to buy insurance
- Manage over more than 50 customer calls per day
Education
B.Tech - Electronics And Communications Engineering
Kalpi Institute of Technology
Kalpi, AmbalaIntermediate - Non Medical
Bhartiya Public School
AmbalaMetrics - Non Medical
Bhartiya Public School
AmbalaSkills
- Process Development
- Business operations knowledge
- Strategic planning
- Sales and marketing
- Business Development
- Technical skills to increase Business
Professional Certification
- Certified in NISM-V-A Mutual Fund Distributor in 2024
- Certified by IRDA Insurance Regulatory and Development Authority of India for Specified Person in 2023
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Deputy Manager
Religare Broking Private Limited
2023.09 - Current
Subject Matter Expert
Design For Use Private Limited(Toffcover Core Technologies Pvt Ltd)
2021.04 - 2023.08
Senior Sales Associate
Paytm Insurance Broker Pvt Ltd
2020.07 - 2021.04
B.Tech - Electronics And Communications Engineering
Kalpi Institute of Technology
Intermediate - Non Medical
Bhartiya Public School
Metrics - Non Medical
Bhartiya Public School