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Insurance Operations Executive Resume Sample, Experience : 6 years

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Name of the Candidate:[Private]
Name of the Post Applied:Insurance Operations Executive
Job related skills / software:Maintain a MIS of Daily & Monthly Logins Tracker MIS as per Location wise, Branch Manager wise & Sales Manager wise, NOP wise, APE wise, Recruitment wise, and Activisation wise, in force wise & pending wise case.
Category:Finance Accounts, Tax, Audit
Sub Category:Insurance Consultant
Years of Experience:6 years
State:Gujarat
Gender:Male
Salary Expected per Month(Rs):Negotiable
Highest Qualification attained:M.B.A. / MBA : Master of Business Administration
Major / Specialization:HR Human Resources
Email Id:[Private]
 
Are you looking for job now?:No
Can the recruiter contact you?:No
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Resume Format / CV Sample Template / Example / Model :

    

Objective  : -
To pursue a value adding, career in customer care & operations with a growth-oriented organization, putting all my abilities and learning into practice, with a view to foster a mutually rewarding relationship

Carrier Ambition  : -
To work in Growing Company and Challenging Atmosphere, so as to widen my professional horizon and enhance my instinct value and hence playing an active role in the growth and establishment of the concern.

Strengths  : -
Sincere, Good listening skills, Adaptability, Communication skill, Positive attitude, Tactfulness, Enthusiastic, understand ability, Hard Work, Punctuality, CO-operative Behavior, Constructive Attitude, Loyal.

Second Work Experience  : -
Operations Executive in Max New York Life Insurance Co.Ltd. (Emerging Market) Oct 10th ‘08’ to till today.

Job Profile Handling  : -
New Business Login
Agency Contracting
Account & Administration

New Business Login :
Maintain a new business logins tracker on daily basis.
Engage in procedure of scrutinize new business proposal form before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance.
Maintain a MIS of Daily & Monthly Logins Tracker MIS as per TM Wise, NOP wise, Agent wise, Recruitment wise, and Activisation wise, inforce wise & pending wise case.
Arranging appointment of Medical Examiner for the clients whose medical triggered.
Collecting Cash for Renewal as well as new business premium.
QC & dispatch of complete application to the service center on the same day.
Maintaining the Wip Tracker ,take care of over all applied to paid business
Adherence all the CSMS logins, Policy Pack Management.
Solution providing to branch visiting customers for any related query with due respect.
Maintaining good customer relations and referring customers to appropriate staff for new services
Performing intermediate duties and support related to branch operational activities.

Account & Administration :
Agent/employee hierarchy maintenance-Submission of Resignation /Termination document to HO within set time frames.
Streamlining the process for agent commission payment, Ensuring timely processing of Agent service change request & timely Processing of customer Service authorization form for change of agent.
Timely & accurate processing of agent Training Reimbursement as per the Process.
Timely Processing of agent related query/service change request.
Timely & accurate updation of agent acknowledgement Register for handover/dispatch of agent related document, like Original License, ID cards, Contract, Welcome Letter, Circulars, Agent Handbook, etc…..
Maintaining the record of the sizzlers/gifts, award, certificate both local and receiving from HO & GO promotional activities.
Coordinate with Head Office for License Issuance, Advisor Code Generation, Renewal License and Advisor commission & commission statement, advisor pan card and Bank Account opening & A/c. no updation, EFT updation, etc……
Taking time to time session for the new agent/employee to make them understand the company’s policies and different etiquettes publish by Ho.

Agency Contracting :
Banking of Instrument –RTF Creation
Accuracy while entering the instrument both cash & cheque in My Money.
Taking care of all the decline entries and following uo the same with agent & Advisor and Sales Manger or BM.
Maintaining Business Leakage Data, Publishing the MIS for the same for further follow-ups.
Handle petty cash with responsible to finance department.
Processing monthly payroll authorized by BM.
Maintain the stock of all stationery items, which is necessary for office staff.
Taking care of Vendor Management activities, such as handling stationery distribution, inventory, water, electricity, telephones, and Office bills payment.
Maintaining all type of register at branch level.

First Work Experience  : -
Operations Executive in AVIVA Life Insurance Co.
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(I) Pvt. Ltd DSF(Direct Sales Force) from May 2006 to 7thOct‘08’.
Job Profile  : -
Maintain a new business logins tracker on daily basis.
Engage in procedure of scrutinize new business proposal form before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance.
Follow up for Zonal Manager & Regional Director Approval as per case-to-case basis.
Coordinate with Head Office for medical updating, issuance cases, pending cases, RPC Pending cases, Medical pending and other requirement in pending cases & for description resolve.
Also engage in Recruitment Procedure like checking of new recruitment dockets as per IRDA & Company guideline. Other roll play like maintain a Daily & Monthly Recruitment MIS, Create a training batch & take a approval of Batch start for new recruit candidate, arrange a training for candidate, follow up for TCC, Coordinate with HO for Exam Schedule, License Issuance, Advisor Code Generation, Renewal License and Arrange their training. Advisor commission & commission statement, advisor pan card and Bank Account opening & A/c. no updation, training reimbursement claim of advisor, ect.
Process Monthly Conveyance expense claim for Sales Manage & Branch Manage & advisor.
Maintain a MIS of Daily & Monthly Logins Tracker MIS as per Location wise, Branch Manager wise & Sales Manager wise, NOP wise, APE wise, Recruitment wise, and Activisation wise, in force wise & pending wise case.
Maintain Daily & Monthly Recruitment MIS, by Location wise, Sales Manager wise,
Maintain Goal Sheet MIS by Sales Manager wise & their NOP, APE, Recruitment, Activasation & their Target Achievement wise updated.
These all MIS prepared as per different Location, BM, and DBM & SM wise like Baroda Branch, Anand, Nadia, Bharuch, Ankleshwar, and MIS Reporting to Zonal Manager and Branch Manager. Daily basis.

Educational Qualification  : -
I passed Master of Business Administration MBA in {HR}, From Maduria kamraj University, Vodadara, Gujarat-.{With Second Class in 2011}
I passed Bachelor of Business Administration {BBA}, From Maduria kamraj University, Vodadara, Gujarat.{With Second Class in 2008}
I passed H.S.C. Examination in Commerce Stream from Higher Secondary Education Board { With First Class in 2005}
I passed S.S.C. Examination in Gujarat Secondary Education Board with {With First Class in 2003}

Extra Qualification
Completed Advanced Diploma in Information Technology{MDIT} from Lakhotia Computer Center Manjalpur Vadodara, Gujarat In 2006.

Computer Knowledge  : -Microsoft office, Data Base, Flash, Photo Shop, Net Working, Web Designing, C, C++, Java, Java Script, Corral Draw, HTML, DHTML, C Sharp, VB Script, Oracle, Visual Basic.

Keywords  : -
No work is unattainable after being taught provided “Hard Work is Key to Success”.

Individual Characteristics  : -
Responsible, honest, having good communication skill, Smart working & sincere.

Declaration  : -
Hope the information devolved herein will meet your requisite and looking for an assenting Reply with a double-check that if given a chance will prove essence to it.
Hope all the information is sufficient for the job and I give an assurance for the hard work and honesty as I believe in “Let the work speak for rather than you”.

Date :
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