1. Kashyapkumar Y. Bhalerao
Mobile: +91 – 7028022649
E-Mail: devines16@gmail.com/kkbhalerao78@gmail.com
Seeking senior level assignments in General Insurance Operation with a leading organization of repute, preferably in IT
industry
Preferred Location: Pune
PROFILE SUMMARY
A Licentiate from Insurance Institute of India, Mumbai with nearly 12 years of experience in:
~ Strategic Planning ~ Branch Administration ~ Insurance Operations (Property & Casualty)
~ Underwriting Operations ~ Claims - Recovery ~ Key Account Management
~ Portfolio Management ~ Operational Excellence ~ Team Management
• Experience in managing & leading teams for running successful process operations & experience of developing innovative
procedures and service standards for business excellence
• Skilful in monitoring delivery of superior customer experience, elevating customer satisfaction, while adhering to the SLAs
and work processes and thus managing cost-effective operations
• Possess sound knowledge of Insurance Modules like Policy Administration & Servicing, Distribution, Claims handling, Re-
insurance, Finance, Document Print, Business Intelligence & Reports
• Hands-on-experience in Customer Interaction, Training, Business Document Review, Test Planning, Testing Automation,
Functional, Integration, Regression & Resource Allocation
• Proficient in managing all aspects of underwriting operations, policies and procedures
• Exceptional communicator with strong negotiation, problem resolution & client need assessment aptitude
CORE COMPETENCIES
• Formulating & implementing guidelines, processes, workflow, application forms, etc.
• Monitoring the process to ensure operational efficiency in the best interests of the company
• Setting out quality standards for various operational areas, ensuring a high-quality customer experience, while adhering
to the SLAs and work processes; guiding the administrative operations for the cluster
• Managing aspects of underwriting of various product portfolios and providing leadership to team members
• Handling business operations for achieving increased growth & bottom-line profitability and initiating market
development efforts; ensuring that KPIs of new business and service for the branches are met
• Conducting policy maintenance tasks in accordance with underwriting procedures & preparing reports, presentations,
manuals and other documents
• Involved in B2B and B2C solution development and implementation with strict turn around time
• Identifying prospective clients, generating business from existing clients; thereby achieving business targets
• Handling various product portfolios and providing leadership to the team members
ORGANISATIONAL EXPERIENCE
Since Feb’ 15 L & T Infotech Ltd. Pune as Business Analyst for Property and Casualty
Role:
• Contributing to service level expectation delivering the same as per SLA defined
• Currently working on providing mapping solution for the external party application keeping ACORD
• Designing mapping template as required for requirement gathering and statutory reporting
• Conducting gap analysis and offering appropriate solutions for the same
• Coordinating with the development team for ensuring user satisfaction & functional suitability
• Configuring the systems and testing them as per the test cases guidelines
• Monitoring, guiding & ensuring compliance till the final delivery to the customer with maximum defect removal efficiency
• Providing support in analyzing and concluding the existing LIVE customers.
PROJECTS:

2. Since Feb’ 15 Insurity , Hartford, United States and other associate MGA.
Mar ’08 – Feb’ 15 3i Infotech Ltd., Chennai as Business Analyst & Test Manager
Role:
• Conducting gap analysis and offering appropriate solutions for the same
• Coordinating with the development team for ensuring user satisfaction & functional suitability
• Configuring the systems and testing them as per defined test plan and test strategy.
• Monitoring, guiding & ensuring compliance till the final delivery to the customer with maximum defect removal efficiency
• Formulating test plan & test strategies considering functional, integration, automation testing with HP QTP & regression testing
• Working as SPOC for KPMG audits
PROJECTS:
Since May’14 P10.10v Alinma Tokio Marine Insurance, Saudi Arabia
Feb’14 - Jun’14 Premia P10.10v and Collaborator (Dot.net) Oman United Insurance Company, Sultanate of Oman
Jan’13 - Jan’14 Gulf Union Insurance and Reinsurance, Bahrain
Role:
• Determining end user business requirements during business solutions mapping phase and offering the existing insurance
solution (PREMIA-developed on Oracle, Collaborator-developed on Dot Net, E-Insurance-developed on Microsoft
SharePoint & Business Intelligence Tool developed on OBIEE)
• Conducting GAP Analysis of the business requirements of the customers for the existing product and preparing the
Acceptance Criteria Document for the same
• Formulating System Requirement Specification & Functional Specification documents for the customization modules
identified during business solution phase
• Acting as a liaison between the Onsite Project Sponsor (Customer) to the Offshore Development team for demonstrating
the functional specifications and guiding the team right from design to testing phase of the project
• Imparting training of the end users to all departments as Underwriting, Claims, Reinsurance, Finance & BI
• Interpreting Defect Removal Efficiency, Defect Density, Root Cause Analysis & Defect Prevention as per the available data
• Ensuring completion of all payment milestones in defined time frame keeping in mind the project cost
• Guiding for post Go Live till the project closure phase
• Implementing a custom portal for tracking & updating project status by liaising with project managers
• Participating in:
o DAR - Decision Analysis and Resolution
o OPD - Organization Process Definition
o OPF - Organization Process Focus
o RSRM – Risk Management
Highlights:
• Vanguard Insurance Company, Ghana project got selected in KPMG CMMi Level 3 certification among the other Insurance Projects
• Key clients handled - Qutar Insurance, Qutar Islamic Insurance Company, Arab Oriential Insurance company, Vanguard
Insurance Company, Heritage Insurance Company, National Takaful Insurance Company, Solidatiry Insurance Company &
Adamjee Insurance Company for insurance of property & Casualty
May ’04 - Mar ’08 Iffco Tokio General Insurance Company Ltd., Aurangabad as Area Manager
Role:
• Formulated group medical policies and Group accident policies for the corporate as per the requirement
• Coordinated with the corporate clients & business houses of the state through tie-ups, property & health insurance to
achieve the set targets
• Organized meetings with the clients of the corporate firms to understand the risk of insurance & ensuring a proper
solution for the same to be communicated in the organization
• Monitored the performance of the Customer Service Officers & guided them with appropriate solutions to ensure
complete efficiency in the operations & targets are met within the time frame
• Conducted risk inspection & risk analysis of the industrial units to analyze the risk and communicating the same in the
organization, to ensure risk minimization

3. • Prepared & executed business plans, for ensuring customer satisfaction
Highlight:
• Offered opportunity to UW Non – Motor Business branch level and handling policy administration, claims, agency
commission & surveyor allocation
PREVIOUS EXPERIENCE
Apr’03 - May’04 Tata Teleservices Maharashtra Ltd., Nagpur as Marketing Trainee
IT SKILLS
Office Tools : MS Office (Word, Excel & PowerPoint)
Operating System : Windows XP/98/2000, Oracle & UNIX
Programming Language : FoxPro
KNOWLEDGE PURVIEW
• ACORD standards and XML
• PREMIA 11, 10.9 & 10.8 versions (Oracle based Insurance Software)
• Data Import & Export from Oracle Database 10g & 9i Versions
• Database Tools like PL/SQL Developer
OTHER CREDENTIALS
• Appearing for Associate and INS 21 P&C
• Licentiate from Insurance Institute of India, Mumbai
ACADEMIC DETAILS
• MBA in Marketing & HR from Nagpur University, Nagpur in 2003
• B.Sc. from Nagpur University, Nagpur in 2001
PERSONAL DETAILS
Date of Birth: 03rd
Nov, 1978
Languages Known: English, Hindi & Marathi
Present Address: D-303, Gold Leaf Appartment, Rahatani, Pune - 411017
Permanent Address: Plot No. 48, Nehru Colony, Pension Nagar, Police Line Takli, Katol Road, Nagpur – 440013, Maharashtra