Summary
Overview
Work History
Education
Skills
Personal Information
Languages
References
Computer Knowledge
Career Conspectus
Languages
Revive Analytics Pvt. Ltd
Key Projects
Timeline
Intern
SUNEEL SONI

SUNEEL SONI

Indore

Summary

Experienced and results-driven professional with over 14 years of expertise in Insurance Claims, Underwriting, Operations excellence , Business Support, and Business Analysis. Proven track record of enhancing operational efficiency, delivering business excellence, and leading high-performing teams. Seeking a managerial role to contribute to organizational success while fostering continuous growth and excellence.

Overview

23
23
years of professional experience

Work History

Senior Manager -Operation

Reliance General Insurance Ltd.
Indore
04.2015 - Current
  • Handling the Motor & Non-Motor & Travel policy issuance Process.
  • Handling the Retail / Commercial (Group Personal Accident (GPA), Workmen Compensation (WC)) & Policy issuance & Banca relationship (Yes Bank/Aditya Birla /RCF/RHF/IndusInd bank / Indian Post / Capri Global Housing Finance Limited etc) portfolio for Pan India.
  • Handling manual Cover note issuance & controlling Pan India (Two manger project (LLS) done regarding reduce the CN issuance and Improvement in ABFL FTR % of proposals in-warded at Indore Hub.)
  • Handling TPCMS (Legal Claims related Confirmation) & controlling Pan India.
  • Re-establishing the process of the servicing Procedures.
  • Ensured legitimate Policy issuance in accordance with policy limits and corporate guidelines.
  • Interaction with the IT development for the software development.
  • Handling around 2 lac policy issuances in month and make sure all the policy issuance are processed within the desired TAT.
  • Coordinating with internal and external customers & clients to resolve the queries raised at the time of policy issuance & other services like process related query).
  • System developments as per requirement to the internal & external customers or clients or branches so process help to easy policy issuance error lass and reduce the bandwidth chock every stake holder.
  • Meeting with internal customers and channel partner to understand their requirements on improvement of service quality.
  • Providing the weekly rejection analysis for the rejected files and the error report data on weekly basis with the number of incompletes with ageing analysis.
  • Preparation of monthly MIS to the top management on TAT and process quality.
  • Published Dashboard Monthly basis - TAT, FTR and Quality analysis report.
  • A consistent track record of maintaining service standard & achieving desired target’s.
  • Widely appreciated and acknowledged by various business heads’ & concern function group.
  • Extensive experience to handle various big banking channel partners like YES bank, ABFL, PCPL, Indian Post etc.
  • Having outstanding approach & maintained PR with associated of channel partner’s, continuous process to know their requirement & help them to serve better.
  • Different parameters adopted at organizational level for channel partner service by other functioning group.
  • Regular visits to channel partner for understanding & organising regular training session with channel partner’s & cross sell authorities with organization.

Claim processing Manager

ICICI Lombard General Insurance Ltd.
Hyderabad
12.2010 - 04.2015
  • Handling the Process of Claims reporting, evaluation, settlement and payments in personal accident.
  • Handling the Personal Accident claim portfolio for Pan India claims of Motor Personal Accident Claim, Group Personal Accident (GPA), Workmen Compensation (WC), Janatha personal accident (JPA).
  • Re-establishing the process of the servicing Procedures.
  • Ensured legitimate claims are settled in accordance with policy limits and corporate guidelines.
  • Interaction with the IT development for the software development.
  • Handling around 1500 claim in month and make sure all the payment are processed within the desired TAT.
  • Co-originating with the legal team for legal payment and ensuring all the process as per the court orders and also all the related payments like lawyer fees and investigation payments.
  • Coordinating with internal and external customers to resolve the queries raised at the time of claim settlement.
  • System developments as per requirement to the internal customers.
  • Coordinating with investigation team for investigation report within desired TAT.
  • Meeting with internal customers to understand their requirements on improvement of service quality.
  • Regular reconciliation of reserves created for the claims intimated to make sure there should not be any excess or less reserves.
  • Providing the weekly rejection analysis for the rejected files and the error report data on weekly basis with the number of incompletes with ageing analysis.
  • Preparation of monthly MIS to the top management on TAT and process quality.
  • Preparation of Railway MIS and publish to the Railway ministry on monthly basis.
  • Preparation of Monthly MIS to IRDA as per the required formats.

Business Development Manager

Bajaj Allianz Life Insurance Ltd.
Bhopal
10.2009 - 11.2010
  • Handling a team of 04 ISO and LG for managing sales & business development in regions M.P.
  • Promoting & increasing sale of insurance policies through ISOs.
  • Providing complete insurance and investments solutions to potential clients need.
  • Demonstrated skills in qualifying Sales Contest to ISOs and LG.

Dy. Sales Manager

Kotak Mahindra Old Mutual Life Insurance Ltd.
Bhopal
07.2008 - 08.2009
  • Leading a team of 21 members for managing sales & business development in regions M.P.
  • Handling recruitment of team of advisors.
  • Promoting & increasing sale of insurance policies through advisor channel.
  • Managing life vertical.
  • Providing complete insurance and investments solutions to potential clients need.
  • Sales targets exceeded (Power Club, 51 Club and Contest).
  • Demonstrated skills in qualifying Sales Contest to Life Advisor.

Unit Manager

ICICI Prudential Life Insurance Co. Ltd.
Bhopal
05.2007 - 06.2008
  • Handling a team of 47 Advisors / FSP for managing sales & business development in M.P.
  • Promoting the sales of insurance policies through advisor channel.
  • Acknowledged & awarded by H.O.S. (Head of Sales) forum for highest recruitment in M.P. & CG.
  • Appreciation letters received H.O.S.

Team Leader

ICICI Bank Ltd.
Bhopal
02.2002 - 12.2005
  • Handling sales of credit cards.
  • Providing complete credit cards solutions to potential clients need.
  • Actively involved in different sales promotional activities to maximize market share of the company in terms of sales and growth.
  • Bagged highest cards approval in Bhopal region.
  • Consistently achieved 100% target.
  • Conducted training for Credit Cards division.

Education

MBA - Business analytics

BITS Pilani
01.2024

EXECTIVE PROGRAMME IN INSURANCE AND RISK MANAGMENT -

INSTITUTE OF INSURANCE AND RISK MANAGMENT
Hyderabad
11.2010

MBA - Marketing

Peoples Institute of Management and Research
Bhopal
01.2007

Diploma in Computer Applications -

CAT Academy
01.2006

Bachelor of Science - Pathology

Barkatullah University
Bhopal
01.2005

Certificate in Lean six sigma yellow belt -

MSME-Technology development centre Agra
India

Skills

  • Insurance Claims & Underwriting
  • Policy Issuance & Operations
  • Partner & Stakeholder Management
  • MIS Reporting & Data Analysis (Power BI, SQL)
  • Process Improvement & Automation
  • Team Handling & Training

Personal Information

Date of Birth: 05/01/82

Languages

  • English
  • Hindi

References

  • Ashish Shrivastava, 07771004542 ( VP RGI )
  • Vishal Singh Rathore, 09022922736 ( VP ICICI Lombard)
  • Saif Gondekar, 08879995397 ( COO - Aditya Birla)
  • Sanjeev Swarnkar,-+1 (720) 373-1885 ( managing director, revive ananlytics pvr.ltd )

Computer Knowledge

True, Windows 98, Vista, XP, 7, MS-Office, Tally 4.5, Tally 5.4, Power BI, SQL

Career Conspectus

Seasoned insurance operations leader with 14+ years of progressive experience in Claims, Underwriting, and Strategic Process Management. Proven expertise in driving end-to-end policy issuance, enhancing service delivery, managing large-scale partner relationships, and leading cross-functional teams. Seeking a senior managerial role to contribute operational excellence, data-driven insights, and customer-first strategies that fuel organizational growth and service transformation.

Languages

English, Hindi
First Language

Revive Analytics Pvt. Ltd

  • Provided part-time support & trainingon multiple projects involving Data Science and Data Analysis, focusing on actionable insights and business impact last 5 year

Key Projects

  • KYC Streamlining: Led end-to-end KYC compliance across operations with 100% accuracy and timely regulatory adherence.
  • Fund Reconciliation: Closed long-pending discrepancies in a high-volume reconciliation project, enhancing financial accuracy.
  • Policy & Refund Automation: Implemented automation for policy issuance and refunds, ensuring faster TAT and improved customer satisfaction.

Timeline

Senior Manager -Operation

Reliance General Insurance Ltd.
04.2015 - Current

Claim processing Manager

ICICI Lombard General Insurance Ltd.
12.2010 - 04.2015

Business Development Manager

Bajaj Allianz Life Insurance Ltd.
10.2009 - 11.2010

Dy. Sales Manager

Kotak Mahindra Old Mutual Life Insurance Ltd.
07.2008 - 08.2009

Unit Manager

ICICI Prudential Life Insurance Co. Ltd.
05.2007 - 06.2008

Team Leader

ICICI Bank Ltd.
02.2002 - 12.2005

MBA - Business analytics

BITS Pilani

EXECTIVE PROGRAMME IN INSURANCE AND RISK MANAGMENT -

INSTITUTE OF INSURANCE AND RISK MANAGMENT

MBA - Marketing

Peoples Institute of Management and Research

Diploma in Computer Applications -

CAT Academy

Bachelor of Science - Pathology

Barkatullah University

Certificate in Lean six sigma yellow belt -

MSME-Technology development centre Agra

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