Sign in

Manager Insurance

Pune, Maharashtra, India
October 20, 2018

Contact this candidate



E-Mail: Mobile: 097********


BE (Information Technology) from Dr. D.Y. Patil Engineering and Technology College, Pimpri offering years of experience in Operation Management, Insurance Operations, Client Relationship Management, Training & Recruiting.

Acquired knowledge and understanding of subjects like VB 6.0, HTML / DHTML, Java, Manual / Functional Testing, ASP, ASP.NET2.0, SQL Server2005, PL SQL, JSP, etc. through various Academic Projects.

Endowed with a passion for winning as evinced through demonstrated excellence in the academic areas.

Abilities in handling multiple priorities, with a bias for action and a genuine interest in professional development.

Team player with strong analytical and communication skills.


BE (Information Technology) from Dr. D.Y. Patil Engineering and Technology College, Pimpri Pune University in 2009. Secured 65.06% marks.

Diploma in Computer Technology from Dr. D.Y. Patil Polytechnic College, pimpri Mumbai University in 2005. Secured 69.04% marks.

10th from B.J.S High School, Pimpri S.S.C Board in 2001. Secured 67.86% marks.


Completed IRDA Certification Exam.



Operation Manager (July’16 To Till date)

Key Deliverables:

Generating MIS as per requirement from Excel and related software.

Update on Changes as per comparison from MIS in every month.

Follow up with vendors and clients involved in for various requirement

Keeping track of finished good pending orders etc

Maintain dispatch detail summary as & when received from concerned vendors.

Preparation of purchase order.

Handling customer queries, issues, complaints, and questions via a call or e-mail

Preparing business correspondence, agendas, and presentations, typically using Microsoft Office (Word, Excel,

PowerPoint, Access and Outlook).

Daily routine work as assigned by Head of department on time to time

Manage office Operations .

Maintain register, files & other official documents.


Teacher (Jan’12 To Apr'15)

Teaching Subjects to Std 9th and Std 10th .

Max New York Life Insurance Co. Ltd. Pune.

Financial Advisor (Jan’08 To Sep'11)

Key Deliverables:

Counseling clients, advising and guiding them for a suitable insurance policy as per their requirement.

Calling to the prospective clients

Create a database of the prospective customers

Creating lists of potential clients for selling them insurance policies

Take appointments and meet customers for various insurance promotion related activities

Meet the customers & convince them for the various insurance plans.

Selling insurance policies to new as well as existing clients

Meeting with potential clients and giving them detailed information about the features and advantages

of policies offered

Calculating and suggesting an actual amount and type of coverage according to the analysis of client's age, number of

people in the family, age and lifestyle

Following up with customers who have shown interest in buying insurance policies

Filling up new applications as well as claims

Close the deals & make the necessary completion of the documents & formalities.

Coordinate with the manager for allocation of targets and its achievement

Update the customers for the premium due dates. Keep a follow-up with the customers on scheduled premium payments.

Maintain the DSR (Daily Sales Report)

Investigate & close the claim requests.

Offering advice to individuals and corporate clients in selecting appropriate insurance products.

Team leading & motivating.

Developing the agents by giving training to them.

Developing the agents by giving IC-33 training as well as product training.

Work very closely with team members to solve customer problems.

Understand agent's problems and weaknesses and address them. Offer solutions and suggestions for process and

product improvement.

Supervising the underwriting of new business application, financial reconciliation, claim servicing, etc.


E-Mail-Client (During Graduation)

Tools Used : HTML, ASP.NET 2.0, C#, SQL Server 2005

Scope : The project was about developing a safe portable E-Mail client system to enable the user to

manipulate emails online. The E-Mail client can view incoming email messages and compose outgoing E-Mail messages. The client is connected to a mail server and downloads all necessary letters on a local computer where the mailing program can read, delete, respond, catalogue and sort the received mail. Key role was to design, implement and test the application.

Integrated Mail Server (During Diploma)

Tools Used : Java, HTML & ASP

Scope : The project was about integrating three protocols viz. SMTP, POP3, and HTTP. Here, mails can send in

a network without the use of Internet. It has features like Auto Reply, Fast-Forward & List Forward. Key role was to design, implement and test the application.


Was the State Player as well as Umpire in Kabaddi.

Stood first in the MSBTE-Summer Exam 2005 in Diploma in Computer Technology.

Successfully passed Grade Drawing Examination as Elementary & Intermediate.

Holds the distinction of qualifying for EC Meet in Singapore in 2008.

Ranked 1st Centurion in Pune in 2008.

Awarded as Agent of the Year in 2008.

Received many Agent of the Month Awards.

Achieved 2008 Asia Challenge Cup Award.


Date of Birth: 3rd December 1985

Language Known: English, Hindi and Marathi

Permanent Address: Mahesh Nagar,Pimpri,Pune-411018.

Passport No: H6244007

I hereby declare that, the furnished statements above are true and correct to best of my knowledge and belief.

Date: Trupti Yerawadekar.

Contact this candidate