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Life Insurance Manager

Delhi, India
June 20, 2019

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Harpreet Kohli

EA to Senior Director and Assistant Manager - Quality and Service



** ***** ** ********** ******** Executive Assistant and Quality Manager Role with a demonstrated history of working in the Insurance and Healthcare industry.

Skilled in Administration, office workflow management, calendar & travel arrangements, internal & external corporate communications, client relationship management and project management support.


MAX India Limited Since Feb’ 2012

EA to Director & Assistant Manager - Quality and Service Excellence

Current responsibilities

Develop User Guides for online tools developed for Assessment Training(MPEF)

Prepared Feedback analysis of workshops conducted for Businesses.

Maintaining appointment, meetings, calendar and Inbox

Arranging travel logistics – flights, hotel, visas, forex and Insurance as per the visiting country

Have generated ideas and executed them for Fun@Workplace activities.

Project Managed the entire Max Excellence Day event (Reward and recognition program for Max Group companies) every year including the evaluation process from all the Jury members.

Have prepared Department budgeting, controlling costs, planning, scheduling, and procedural change in order to

achieve and maintain an efficient, cost-effective program

Coordinated Trainings along with Businesses on the Max Performance Excellence Framework (MPEF) and its implementation

Single point of contact with regard to internal corporate communications from the Senior Director’s office and handling all PR activities and client management for the Senior Director


Max Life Insurance Co. Ltd Mar’04- Dec’11

New Delhi, INDIA

Zonal Agency Coordinator Feb’08 – Apr’11

Regional Agency Coordinator Nov’05 – Jan’08

Agency Coordinator Mar’04 – Oct’05

Deputy Manager Operations May’11 – Dec’11

Role description:

Handling all the Administrative and Operational Responsibilities of the entire office.

Handling the service-related queries of the walk-in customers.

Handling a Zone (Delhi, UP, MP and Uttaranchal) consist of 76 Agency Coordinators.

Setting up of new processes in all the offices and their standardization.

Recruitment of New Agency Coordinators for all the new offices and managing their transfers/Movements.

Imparting and conducted training programs for Agency coordinators and Regional Agency coordinators on processes and their KRA’s.

Organizing various events at Zone level like Town halls, Conferences, Kick-off meets, and Customer Meets.

Designed and created formats/reports/MIS for various contests

Apna Services Pvt. ltd Jun’03- Mar’04

New Delhi, INDIA

Operations Team Lead

Role description:

Handling a team of 25 Telesales and 10 Field advisors.

Selling Birla Sun life Insurance Company’s Plans.

Imparting Product Training about Insurance Products and selling techniques.

Making MIS on daily basis and handling operations as well.

Managing all the team task for example- making their incentives on monthly basis and deciding on their targets and keeping a track on the budgeting of the whole team.

Designing of product and implementing policies for Quality evaluation and Incentive plans

vCustomers, India July’01- Jun’03

New Delhi, INDIA

Quality Analyst

V Customers is the leading Customer Service Provider in Technology and Quality. My role there includes: Monitoring the call on American Accent and Product knowledge parameters set as per the client’s requirement and taking escalated calls.


Six Sigma Yellow Belt

ISO 9001 Internal Auditor

Six Sigma Green Belt Trained

Advance EXCEL certified


Master’s In business administration

Symbiosis, PUNE (2006)

Bachelor of Arts

Delhi University (2002)

Diploma in Computer Software (2 Years).

NIIT, New Delhi (2001)

Key Achievements

CEO Award Winner (2006) – Max New York Life Insurance

Vice President Award (2005) – Max New York Life Insurance

Key Skills


Strategic Planning

Data Analysis

Business Process Improvement

Operations Management

Program Management

Vendor Management

Event Planning

Performance management

Process Improvement

Management Information System (MIS)

Team Management

Stakeholder Management

Calendar Management

SIX Sigma

Personal Details

K- 58B, Kalkaji Colony, New Delhi, INDIA

Mob: +91-971*******

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