Sumedh Kamble
Dombivli
Summary
Experienced Senior Associate with over nine years in the Life Insurance industry, known for meticulous attention to detail. Proficient in project management and adept at leading teams. Seeking to embark on fresh challenges at SBI Life Insurance, utilizing exceptional communication and analytical skills along with extensive domain expertise. Committed to employing a disciplined approach to drive organizational success while nurturing professional growth. Eager to make significant contributions to both team dynamics and company objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
M & G Global Services Ltd
Mumbai
08.2023 - Current
- As part of the Banking team in Retirement account I am responsible for all the money-in process for the pension plans
- Responsible for applying the premiums and transfer from other pension provider to the current pension plans and manage updating of the account.
- Perform gain and loss calculations for any disadvantages occurred to the customer due to delay in applying the monies and adding the compensation to the customer account
- As part of money-in team, arrange calls to UK based Financial Advisors and pension provider schemes to solve/expedite the money transfer.
Senior Process Associate - Grade BPO 2
Tata Consultancy Services Ltd.
Thane
11.2020 - Current
- Start to end servicing and maintenance of life insurance policies and premium collections part for Pension policies
- Cross training team members in various tasks
- Technical expert in life insurance
- Query solving for various team members regarding different insurance products
- Working with onshore counterparts in various activities like trend analysis for complaints, and internal quality
- Investigating and resolving customer complaints, technical query solving, etc
- Leading cultural activities inside team
- Currently working with BaNcs team for migration of policies from old systems to new proprietary BaNcs system of TCS.
Senior Executive - Insurance
Capita India Pvt Ltd.
Vikhroli
10.2014 - 11.2020
- Servicing and maintaining life insurance policies for UK based clients
- Catering to the various requests of the policyholders, making them understand the product better by providing detailed and easy to understand information
- Helping onshore counterparts in investigation and suggest solutions, to resolve the customer complaint, managing/updating policies manually as per the requirement
- Helping Claims team to fast-track the claims payout
- Help Customer data team to maintain up to date customer records
- Specialized in Assignments, Trusts and power of attorney requirements in relation to insurance policies
- To perform regular Quality Audits and provide feedback to improve the overall team quality output
- Introducing new associates to Life Insurance, training on various tasks and guide on how to improve performance and help them to understand the work environment and get along with the team.
Education
Bachelor of Science (B.Sc.) - Physics -
Moolji Jaitha College
01.2014
Skills
- Data analysis: Ability to analyze large datasets, apply statistical techniques, and draw insights to inform business decisions
- Problem-solving: Ability to identify business problems and use data to develop solutions and drive decision-making
- Business acumen: Understanding of business operations, goals, and metrics to align analytics efforts with strategic objectives
- Communication:
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Certification
Licentiate - Indian Institute of Insurance
Timeline
Senior Associate
M & G Global Services Ltd
08.2023 - Current
Senior Process Associate - Grade BPO 2
Tata Consultancy Services Ltd.
11.2020 - Current
Senior Executive - Insurance
Capita India Pvt Ltd.
10.2014 - 11.2020
Bachelor of Science (B.Sc.) - Physics -
Moolji Jaitha College
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