Manager Life Insurance- Underwriting, Policy Servicing, Renewals etc
Resume:
SHALINI SRIVASTAVA
Lucknow, India****** Mob: +91-945******* Email:
***.*********@*****.***
Diligent Operations Manager bringing more than 13 years of experience in operations, management, organizational development and team building within diverse industries. Proficient in planning, coordinating and executing successful strategies. Adept at improving operational stability, efficiency and profitability.
ERP management system Administrative support
Project coordination Life insurance
Team management Policy renewals
Tender management Underwriting and adjustments
Government E marketplace Claims reporting systems
Operations Manager, 11/2017 to Current
Alaknanda Systems – Lucknow
Job Responsibilities
Monitor and keep record of project status, prepare Quotations, PO and control job costs maintain margins.
Responsible for tender searching, documentation, drafting, tender submission and follow up on tendering websites and GeM /other bidding portals.
Ensure the proper implementation of all company policies, procedures and productivity tools.
Manage relationships with key operations vendors.
Review and take approval from upper level on all operational invoices and ensure they are submitted for payment.
Communicate customer issues with engineering, sales and purchase teams and advise ways of improving the customer experience, including resolving problems and complaints.
Analysed strategic, core and support processes, recommending improvements to streamline or automate procedures.
Coordinate with Purchase, Inventory and Accounts department regarding supply and procurement of material for projects.
Trained employees on optimal processes and use of equipment, boosting department efficiency.
Coordinate regarding status of supply of different Firefighting equipment and Fire Extinguisher Refilling to Factory employees.
PROFESSIONAL SUMMARY
SKILLS
WORK HISTORY
Responsible for Server and Website (SMS and News updation) management.
Arranging and making follow up on Import & Export of material.
Overhauled organizational filing systems for invoices, customer orders and contract records.
Maintain database of Sales & Marketing.
Dy. Manager, 02/2016 to 07/2016
ShriramVyaparPvt.Ltd–Lucknow
JobResponsibilities
Preparing Daily, Monthly, Quarterly MIS reports on the performance and presenting it to the upper level.
Coordinating and maintaining flows of business of Life insurance and services.
Maintaining petty cash record of daily expenses.
Scrutiny and underwriting of the forms done at our end for the new logins.
Follow-up for issuance or objection clearance.
Arranging process and customer service related trainings for the team once inevery month. Asst. Manager (Operations), 02/2010 to 12/2015 5 y 10 m Shriram Life Insurance Co. Ltd–Lucknow
Job Responsibilities
Monitoring Data Entry, Underwriting, Policy Dispatch Process.
Maintaining Daily MIS for Login, Issuance, Requirements and Dispatch.
Follow-Up with Sales Force and Customers for Compliance of Requirements.
Resolution of all queries within TAT's.
Working on Insurance customized Package.
Receipting of Proposal Deposit, Renewal Premium and Miscellaneous receipts.
Petty cash maintenance.
Policy Servicing like Withdrawal, Fund switch, Surrender, Assignment, Mode change, Address change, Nominee change etc.
Operations Manager, 04/2009 to 01/2010
E D Telecom Services (Accord And Godrej & Boyce Mfg Co Ltd.) – Lucknow Job Responsibilities
Handling the entire Operations functionality
Monitor the calls which include Servicing & Order.
Converting sales inquiry into Business for company.
Maintaining MIS in the Company.
M.B.A: Information Technology &Marketing, 2008
Motilal Rastogi School Of Management (U.P. Technical University) B.Sc.: Maths, 2005
LucknowUniversity–Lucknow
● IRDAcodeholder(PassedInsuranceRegulatoryAndDevelopmentAuthorityExaminJan-2011) I hereby affirm that the information provided above is true to my knowledge & belief.
(Shalini Srivastava)
EDUCATION
CERTIFICATIONS
DECLARATION
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