Yogesh Damle
Mumbai
Summary
Process leader with insurance management and client relations experience at Jardine Lloyd Thompson. Leads team mentoring to improve performance and service delivery. Ensures regulatory compliance and supports cross-functional communication to raise client satisfaction and operational efficiency.
Overview
18
18
years of professional experience
Work History
Visiting Teaching Faculty & Mentoring (Freelancer)
06.2019 - 06.2022
- Developed and delivered engaging online/offline lectures on management subjects, enhancing student understanding.
- Conducted assessment and feedback sessions to evaluate and guide student progress, fostering academic growth.
Process Leader - Employee Benefits
JARDINE LLOYD THOMPSON INDIA PVT LTD (JLT)
10.2016 - 08.2018
- Team Leader and Subject Matter Expert for Life Insurance & Pensions, Payroll and Employee Benefits Process.
- Managed team, oversaw resource management, ensured regulatory compliance.
- Conducted quality feedback sessions for the team, performed work audit reviews, and formulated operating schedules.
- Facilitated training sessions for the team on Process & Regulatory Parameters.
- Facilitated cross-functional communication among teams to improve collaboration with offshore teams, streamline the process, enhance client satisfaction.
- Presented at client service delivery forums to calibrate processes and enhance service standards.
- Maintained records, trackers, and reports for daily process control.
Sr Executive Insurance - Customer Services
CAPITA INDIA PVT LTD
Mumbai
05.2007 - 10.2016
- Processed claim payouts above £250000 in line with approval and audit requirements.
- Prepared retirement quotations, supported clients, and handled claim processing.
- Carried out audits of occupational pension schemes as part of the centralized audit team.
- Trained team members on regulatory compliance and process standards.
- Supported management of occupational pension schemes for Prudential UK PLC across the UK market.
- Monitored process compliance using Capita India’s standard operating procedures.
Officer Export Documentation
MAERSK SHARED GLOBAL SERVICE CENTER
09.2004 - 05.2007
- Ensured adherence to guidelines for operational efficiency, port documentation, and export certifications across geographical zones to maintain compliance and reliability
- Checked cargo bookings, compared freight charges, and verified shipping instructions to ensure accuracy and compliance
- Coordinated communication between Maersk European and Asian offices to streamline processes and enhance collaboration
Education
PMI Level 2 Award - Pensions Essentials
Pensions Management Institute - UK
04-2017
Lean Six Sigma Green Belt -
Anexas
08-2015
MBA - Operations Management
Sikkim Manipal University
08-2012
Bachelor of Management Studies -
University of Mumbai
07-2003
Skills
- Insurance management
- Client management
- Cross-functional communication
- Mentoring & Coaching
- Process Improvement
- Quality assurance
- Team building
LANGUAGES & OTHER INTERESTS
Languages: English, Marathi, Hindi.
Hobbies and Interests
Other Interests: music, playing percussion instruments, finance, investments, economics
Timeline
Visiting Teaching Faculty & Mentoring (Freelancer)
06.2019 - 06.2022
Process Leader - Employee Benefits
JARDINE LLOYD THOMPSON INDIA PVT LTD (JLT)
10.2016 - 08.2018
Sr Executive Insurance - Customer Services
CAPITA INDIA PVT LTD
05.2007 - 10.2016
Officer Export Documentation
MAERSK SHARED GLOBAL SERVICE CENTER
09.2004 - 05.2007
PMI Level 2 Award - Pensions Essentials
Pensions Management Institute - UK
Lean Six Sigma Green Belt -
Anexas
MBA - Operations Management
Sikkim Manipal University
Bachelor of Management Studies -
University of Mumbai