Life Insurance Customer Service

PRATAP BISWAS

Phone: +91-700******* Email: ****************@*****.*** Location: Kolkata, West

Bengal, India

PROFESSIONAL SUMMARY

Experienced professional with over 19 years in insurance, financial services, operations, and sales coordination. Proven expertise in branch operations, contract management, credit analysis, and reporting with strong leadership, coordination, and customer handling skills. Seeking to contribute operational and analytical excellence to a forward-thinking organization. CORE COMPETENCIES

Sales Coordination & MIS Reporting

Operations & Branch Management

Financial Accounting & Reconciliation

IRDAI Compliance & Licensing

Customer Service & Relationship Management

SAP (ERP), MS Office, Data Analysis

Team Collaboration & Training

PROFESSIONAL EXPERIENCE

HDFC Life Insurance – Associate Manager (Sales Coordinator, Bancassurance – Yes Bank) May 2023 – Present

Maintain and share daily sales reports with management.

Coordinate IRDAI documentation and certifications.

Upload relevant data to ADMIRE and IRDA portals.

Support certification drives and document clearance. HDFC Life Insurance – Associate Manager (Sales Coordinator, Retirement & Pension) Dec 2019 – May 2023

Tracked monthly projections and maintained quote trackers.

Managed incentive calculations and MBR presentations.

Liaised with ops and vendors for policy issuance and documentation. HDFC Life Insurance – Associate Manager (Operations Officer) Feb 2017 – Nov 2019

Led branch operations ensuring TAT and compliance.

Supported advisor licensing and branch audits.

Handled customer service, escalations, and end-of-day reporting. HDFC Life Insurance – Branch Accounts Officer (Regional Accounts) Apr 2009 – Feb 2017

Managed reconciliations, petty cash, and vendor payments.

Handled audits, PR creation, SAP entries, and asset management. Family Credit (India) Ltd. – Credit Processing Analyst (CPA) Jan 2008 – Jan 2009

Managed loan disbursements and credit documentation.

Reported to Credit Manager and monitored underwriting process. Matrix (ICICI Bank) – Senior Back Office Executive Jan 2005 – Oct 2007

Managed MBL credit analysis and team targets.

Handled credit MIS and documentation tracking.

Image Production – Marketing Executive ~2003 – ~2004

Marketed advertising services to clients across Kolkata. United Pharmaceutical – Sales Representative 1999 – 2001

Promoted pharmaceutical products to doctors and retailers. EDUCATION

Bachelor of Commerce (B.Com), University of Burdwan – 1999 Diploma in Information Technology, NIIT

TECHNICAL SKILLS

SAP (ERP), Microsoft Office, FINNONE, CAS

LANGUAGES

English, Hindi, Bengali

I hereby declare that the previously mentioned information is true to the best of my knowledge and belief.

Pratap Biswas.

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