
Sumita Khilwani
Customer Service & Operations Manager

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Skills
MisInsuranceCrmCustomer servicePerformance managementRelationship managementTeam managementVendor managementTrainingBusiness developmentBankingOperations managementAbout me
My long-term goals involve growing with a company where I can continue to learn, take on additional responsibilities, and contribute as much of value as I can. Specialties: Domain skill- Life & Health Insurance, Pension and Annuity Products, Customer Service delivery, Underwriting, Policy Servicing, New Business, Retention, Grievance handling, Claims management and Team management.
Education

Devi Ahilya Vishwavidyalaya
2003 - 2005MBA-IB International Business
Prestige Institute Of Management and Research
2003 - 2005Master's International Business
Rewa University
2000 - 2003B'Com 2003
Experience

ICICI Prudential Life Insurance Company Ltd
Jun 2005 - Aug 2010Customer Service & Operations ManagerKey Responsibilities :Operations Managing the office administration smoothly by closely coordinating the up gradation of existing office systems and ensuring the adherence to Office compliances.Overseeing all the procedural aspects with utmost attention to information and focus on details.Handling diverse groups - Insurance Agents/Brokers/Corporate Agents, Representatives, various individual customers and Corporate with care and diplomacy.Successful in maintaining business relationship with clients to achieve service norms by resolving critical issues. Spearheaded operations for Financial Reconciliation of Branch Operations. Show less

ICICI Prudential Life Insurance Company Limited
Jun 2005 - Aug 2010Customer Service & Operations ManagerDomain Experience in: Handling Branch Customer Service & Operations:Life and Health Underwriting, New Business Issuances, Financial reconciliation & Policy Servicing. Handling Client grievances related to Service delivery, Misselling and Forgery cases.Managing Service Hub of the Region.Ensuring Service Quality & Process Compliance.Client Relationship managementTraining, Capability Development & Performance ManagementHandling diverse groups of Platinum Club / Star Club Insurance Agents and Business Partners as a Relationship Manager. Show less

IndiaFirst Life Insurance Company Limited
Oct 2011 - Oct 2015Regional Operations Manager, RoM&G, Mumbai & Gujarat
HDFC Life
Nov 2017 - Jul 2018Regional Operations Manager, RoM&GManaging 30 branches across RoM&G

Allianz Technology
Aug 2018 - nowLead Associate Business Analyst
Licenses & Certifications
- View certificate

Agile Requirements Foundations
LinkedInNov 2018 - View certificate

Associate, Life Management Institute (ALMI)
LOMA - View certificate

Business Analysis Foundations: Competencies
LinkedInDec 2018 - View certificate

Fellow, Life Management Institute (FLMI)
LOMASept 2021
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