Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic
Shubhasis Banerjee

Shubhasis Banerjee

Mira Road

Summary

Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.

Overview

22
22
years of professional experience
3
3
Languages

Work History

Manager (TATA Head Office) - Claims

TATA AIA LIFE INSURANCE
08.2024 - Current
  • Taking care of all the UAT of newly products launch of claims and keeping end to end track till movement to production. Giving training to the claims team on the new products on the claim features.
  • Timely attend to all the meetings that are related to claims features changes
  • Maintaining of the tracker of claims features within 13 months and post 13 months that are not tested in initial phase.
  • Achievements:
  • Awarded the best performance for the period JFM 2025.
  • Awarded the best partner for the period JFM 2025.

chief Manager (Kotak Head Office) - CRM-Customer Relationship

KOTAK MAHINDRA GENERAL INSURANCE COMPANY LIMITED
11.2021 - 07.2024
  • Monitor closely and ensure that the customer query/request/ complaint are handled and resolved by TPA within TAT defined by company.
  • Coordinate with customer service Team of KGI and ensure there is no process gap in resolution of customer complaints/ query/ request.
  • Handling of cashless cases and resolved with top priority for all three TPA (FHPL, Medassist, paramount)
  • Handling of sales/clients escalations with end to end resolution till the amount gets credited to client account
  • Monitor and ensure timely closure of CRM interactions.
  • Managing customer NPS and workout on the improvement areas.
  • Awarded appreciations from various sources on closing of cashless, Reimbursement cases on top priority and also received highest number of appreciations within a span of 1 year in KGI.
  • Closely monitoring the TAT for all the three TPA’s.
  • Projects completed of customer centric which leads to increase in customer NPS.
  • Also Monitoring on the timely revert to mails by three TPA’s.
  • Achievements:
  • Rated as outstanding for the performance.
  • Got promoted for outstanding performance within span of 1 year.

Manager (POS - Head Office)

PNB METLIFE Insurance
11.2020 - 11.2021
  • Looked after the customer Induced Team of Policy servicing.
  • Managing 15 days TAT of all the customer payouts.
  • Managing Vendor SSAI in performing Daily activities and also managing internal team.
  • Managing Client service Desk on closing all the escalation cases within specified Timeline.
  • Keeping control on the penal impact cases.

Sr. Manager (claims - Head Office)

Kotak Life Insurance Limited
02.2013 - 11.2020
  • Shifted to claims department from the Year (May 2018 till date) for maintaining End to End TAT for group claims and managing client relationship pan India which includes escalation handling of group claim help desk. Implement flashing of Group Claims Dashboard, No claim Tracker to the Distribution team. Arrange Meeting with top clients to understand their demand and TAT in settlement of claims. In group claims handle claim registration, No claim Registration, Requirement chasing, Payout.
  • Shifted to APC channel (Agency channel) from the year May 2016 till April 2018 as sales support. Ensure 100 % of conversion Month on Month. As an initiative organized New Business Training for distribution team. Released distribution Manual for UW requirements (New Business Guidelines for sales associates) Coordination with Department i.e CPC Team, Underwriting team, New business Team, Treasury Team (accounts Team) for cheque clearance, Welcome Calling Team to help in increase conversion numbers for agency channel. Also played a vital role in issuance of critical cases in discuss with the Underwriting team and sales team by sending case studies. End to End Process Development and Issuance within TAT. Played a key role in conversion of the policy for the Agency channel.
  • Initially was located in Kolkata Branch office and was handling the job responsibility of Regional Coordinator and also assisting the Regional Head and later shifted to Kotak Head office on September 2015 till April 2016 and was looking after online cases. (E insurance) and was awarded the prize for the best conversion of E insurance cases within Timeline.
  • New business scrutiny, logging, receipting and issuance at the branch level.
  • Servicing the customer at branch level.
  • Renewal collection and achieve the overall persistency of branch.
  • Various Policy servicing activities at branch level which includes surrender, retention of surrender, Address change, any policy alteration, Fund switch, Maturity cases, Stale cheque, and Survival benefit of the customer.


  • Achievements:
  • Awarded the prize for the highest conversion of the Online Term Plan (E Insurance) cases for the period January to March 2016.
  • Awarded the outstanding performance in New business conversion for the financial year 2016-2017 in Agency Channel
  • Awarded the outstanding performance in New business conversion for the financial year 2017-2018 in Agency Channel.
  • Awarded as Best Employee for the year 2018-2019 in UW & Claims Department.

Assistant Manager

ICICI Bank Limited
08.2012 - 02.2013
  • In charge of overall branch related activity of Bank.
  • Solving Customer problems within the specified TAT.
  • Assisting Branch Manager for meeting the Branch Targets as per requirement of branch.
  • Also played a key role at the time of Dhanteras for selling of gold coins.

Senior Executive Operation

Tata AIA Life Insurance Co Ltd
07.2008 - 08.2012
  • New Business scrutiny, logging, receipting and issuance at branch level.
  • Satisfactory customer service and effective agent management.
  • Given support in new business issuance and also supported in various Policy servicing of the clients pertaining to surrender process, retention of surrender, alteration of policy, fund switch, claim processing and revival of the policy.
  • Also coordinate with HO pertaining to various policy servicing activities and new business activities.
  • Sales support during product launch and advisor felicitation.
  • Advisor Queries pertaining to commission and policy related.
  • Has taken extra initiative in renewal drive and in achieving overall persistency of branch.
  • Also been a key member of the HUB operation at TATA in processing New Business, Agent Licensing, Fixing of IRDA exam of the agents, solving agent queries and various policy servicing activities.
  • Solved all the customer queries and agent queries within specified time.
  • Achievements:
  • Branch rewards for outstanding support in Renewal collection for two consecutive years.

Branch operation Officer

Kotak Life Insurance Limited
12.2006 - 07.2008
  • New Business scrutiny and issuance
  • Satisfactory customer service and effective agent management. Handling Agent Queries relating to commission Payout.
  • Given support in new business issuance logging, receipting and also supported in Policy servicing of the clients pertaining to surrender process, retention of surrender, alteration of policy, fund switch, claim processing and revival of the policy. Solved all the customer queries and agent queries within specified time. Done Cashiering activities pertaining to new business, renewal.

Customer Service Executive

Bajaj Allianz Life Insurance Co Ltd
03.2005 - 12.2006
  • Ensure that the customer queries are responded in defined time
  • Coordination with HO in terms of policy servicing, New Business logging, receipting.
  • Given support in new business issuance and also supported in various Policy servicing of the clients pertaining to surrender process, retention of surrender, alteration of policy, fund switch, claim processing and revival of the policy.
  • Collection and receipting of the renewal premium.
  • Bounce cheque management
  • Handling petty cash of the branches.
  • Done Cashiering activities pertaining to New business, renewal.

Audit Assistant

J.S Jabbal & Co.
11.2003 - 03.2005
  • Responsible in Garden Audit and other construction company audit.

Education

Bachelor of Commerce -

University of Calcutta
01.2002

Licentiate exam - undefined

01.2014

Higher Secondary Education - undefined

01.1999

ICSE - undefined

01.1997

Skills

Client relationship management

Interests

listening to Music, traveling

Timeline

Manager (TATA Head Office) - Claims

TATA AIA LIFE INSURANCE
08.2024 - Current

chief Manager (Kotak Head Office) - CRM-Customer Relationship

KOTAK MAHINDRA GENERAL INSURANCE COMPANY LIMITED
11.2021 - 07.2024

Manager (POS - Head Office)

PNB METLIFE Insurance
11.2020 - 11.2021

Sr. Manager (claims - Head Office)

Kotak Life Insurance Limited
02.2013 - 11.2020

Assistant Manager

ICICI Bank Limited
08.2012 - 02.2013

Senior Executive Operation

Tata AIA Life Insurance Co Ltd
07.2008 - 08.2012

Branch operation Officer

Kotak Life Insurance Limited
12.2006 - 07.2008

Customer Service Executive

Bajaj Allianz Life Insurance Co Ltd
03.2005 - 12.2006

Audit Assistant

J.S Jabbal & Co.
11.2003 - 03.2005

Licentiate exam - undefined

Higher Secondary Education - undefined

ICSE - undefined

Bachelor of Commerce -

University of Calcutta

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Shubhasis Banerjee