Pankaj Sharma

Experience

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  Beacon Insurance Brokers Pvt. Ltd.

  Jun 2007 - Sept 2009

  Manager - Corp. & SME

  1. Identify prospective clients, mapping their requirements and designing proposal for new business drive. 2. Analyze existing Insurance Coverage & arranging need based risk inspection and valuation3. Underwriting and Premium Placement - sum insured, perils covered, deductible/excess, exclusions, add on covers4. Claims Management and Assistance 5. Develop Standard Operating Procedure/ Manuals to deal with the claims.6. Educating selected officials on risks covered, benefits available and also “Do and don’t” when a claim occurs, by holding presentation and seminar.7. Complete hand holding with end-to-end service starting from notification of claim to insurer, survey to negotiations till the final settlement.8. Building up team - training & helping them in achieving targets Show less

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  Future Generali India Insurance Company Limited

  Oct 2009 - Jan 2012

  Deputy Manager - Corporate Sales

  1. Procuring Corporate & SME business – directly and through intermediaries - brokers2. Assisting team members in Client meetings as well as internal process to improve team synergy and productivity. 3. Identify prospective clients, mapping their requirements and designing proposal, providing effective services to ensure high level of customer satisfaction 4. Promoting relations with retail brokers and increase volume5. Providing training to various brokers on Retail Products Show less

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  Aon Global Insurance Brokers Pvt. Ltd.

  Jan 2012 - Oct 2016

  Senior Manager – Health Benefits

  1. Handle new business development in Gujarat for Employee Benefits (EB)2. Global health benefit program implementation and administration 3. Maintained Client Retention Ratio of 95%4. Successful implementation of large Benefit Integration Projects5. Responsible for streamlining and setting up various operational processes 6. Implemented successful account management strategy for large clients7. Pre - Renewal Marketing, Program Development, Renewal Marketing, Plan Administration, Benefit Communication, Wellness Services8. Conducting Health Benefit Survey9. Experienced in designing employee benefits programs – planning, strategy execution10. Market planning, Segment identification, program review, proposal designing, benchmark analysis & other sales tools. Show less

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  Anar Insurance Brokers Limited

  Nov 2016 - Oct 2017

  Associate Vice President

  1. Penetrating new accounts & cross selling in existing ones, meeting pre-determined business objectives.2. Maintaining healthy business relationship, ensuring high customer satisfaction matrices.3. Utilisation of practical work experience, available education background & corporate expertise in achieving the long-term business objectives.4. Mapping client’s requirements & providing them with best solutions to suit their needs.5. Handling customer centric operations & ensuring satisfaction by achieving delivery & service quality norms.6. Interacting directly with clients & redress queries & issues to their optimum satisfaction & resolving complaints.7. Maintaining excellent rapport with Internal (Company) and External (Market) customers and act as an interface between them, that enables to provide the highest degree of satisfaction level at both places, within the Company, and in the Market.8. Service and retention of one of biggest pharmaceutical company’s employee benefit portfolio, cross selling and up selling9. Working in new territories and develop new business across Gujarat10. Identify resources and opportunity for spoke locations11. Train and help the team for skills development Show less

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  TATA AIG General Insurance Company Limited

  Nov 2017 - now

  1. Managing team for underwriting of Group Health and Group Personal Accident2. Managing rapport with IT and Product team for product development, fixing bugs in process and product3. Data reporting to IRDA, Ministry4. Compliance related work I am heading underwriting team for personal accident, responsible for quote management, product development and administration, Expense and loss ratio management, training and development of sales and intermediary for PA product, managing data and processes for internal external audits and regulatory submission. 1. Leading team of underwriters for Group ne Retail Personal Accident 2. Product development3. Integration with IT and Ops to ensure smooth running of products4. Managing all communication and data reporting with Regulator for PA5. periodical reporting on P&L, Budget Vs Achievement6. Data analytics Regional Product Tower - Group Personal Accident and Group Travel for North, East, Central zone and Hyderabad. Techno Marketing role to closely work with internal and external stakeholders with proven record of client retention, product training, cross sell and upsell and managing key intiatives for new business growth.

  • Deputy Vice President

    Nov 2022 - now

  • Deputy Vice President

    Apr 2022 - Oct 2022

  • Associate Vice President

    Oct 2021 - May 2022

  • Chief Manager Personal Accident

    Nov 2017 - Oct 2021