Sishir Pandey AIII

Operations Associate

Delhi, India5 yrs 9 mos experience

Highly Stable

Key Highlights

Expert in risk management and insurance underwriting.
Proven track record in governance and compliance.
Strong leadership in customer experience and process improvement.

Stackforce AI infers this person is a Risk Management and Insurance Professional with expertise in compliance and customer experience.

Contact

Skills

Core Skills

Risk ManagementInsurance UnderwritingGovernanceOperationsCustomer ExperienceTrainingMentoring

Other Skills

Active ListeningAnalytical SkillsAttention to DetailBack-end OperationsBrokeringBusiness DevelopmentBusiness RequirementsBusiness-to-Business (B2B)Career DevelopmentClient DeliveryClient ServicesCoachingCommunicationCommunication TrainingCompliance Operations

About

Currently, I work as an Assistant Manager at Prudent Insurance Brokers, specializing in risk strategy and large commercial account advisory. My responsibilities include delivering bespoke risk management solutions and assisting in managing insurance portfolios. I blend technical underwriting expertise with hands-on engagement to support businesses. Previously, at Policybazaar Insurance Brokers, I held the Team Coach role focused on governance, risk, and compliance. My tenure at HDFC ERGO General Insurance combined leadership in customer experience, transition management (including the Apollo Munich integration), and process improvement. 🎓 Education & Credentials: I hold a Bachelor's degree in Computer Application & Economics from Delhi University and the Associateship diploma (AIII) from the Insurance Institute of India. I am also certified as a Broker Qualified Person (BQP). Let’s connect to craft innovative, data-driven risk solutions and drive value in dynamic commercial landscapes. Open to knowledge-sharing, collaboration, and industry dialogue!

Experience

Prudent insurance brokers pvt ltd.

2 roles

Assistant Manager – Large Account Engagement, Commercial Lines

Promoted

Feb 2025 – Present · 1 yr 1 mo · Gurugram, Haryana, India · On-site

Act as a strategic consultant for large corporate clients, providing tailored risk management solutions.
Design and implement risk transfer strategies, leveraging insurance and alternative solutions.
Provide technical underwriting insights to support sales and underwriting teams in risk evaluation.
Ensure compliance with IRDAI regulations and industry best practices, maintaining governance standards.
Prepare Value Proposition Decks & renewal strategy presentations for business accounts, while supporting Policy Gap Analysis and peer benchmarking.
Develop and refine client collaterals, including Word documents, flyers, and presentations.
Conduct research, reports, and industry-specific presentations to support business initiatives.
Coordinate with internal teams for seamless business delivery and strategic execution.

Risk ManagementInsurance UnderwritingClient ServicesCompliance OperationsStakeholder Management

APEX Program

Nov 2024 – Jan 2025 · 2 mos · Gurugram, Haryana, India · On-site

Initiated my journey through the APEX Program, a launchpad for dynamic growth.
Participated in training and live projects, gaining 360-degree exposure to the company’s business operations and culture.
Successfully completed the program, demonstrating a strong grasp of various Lines of Business and adaptability.
Chosen to join the Large Account Engagement – Commercial Lines, reflecting proficiency and readiness to take on high-impact responsibilities.

Policybazaar.com

Team Coach – Governance, Risk & Compliance Management

Aug 2023 – Nov 2024 · 1 yr 3 mos · Gurugram, Haryana, India · On-site

Implemented and monitored IRDAI compliances for POSP, Broker Regulations, & other applicable regulations.
Monitored and coordinated with internal departments to ensure timely regulatory compliance.
Liaised with 50+ Insurance partners (Life, General, and Health) for their Compliance areas.
Analysed and reported compliance risks to the Senior Management Team, suggesting mitigation measures.
Coordinated and executed internal quality and risk assessment reviews to ensure compliance with statutory, regulatory, and internal standards.
Provided training, coaching, and professional development to enhance employees' technical competencies.
Developed processes, SOP documentation, and drove continuous improvement for enhanced performance and sustainable business practices.
Prepared, reported, and filed periodical Regulatory returns.

GovernanceRisk ManagementCompliance OperationsTrainingProcess Improvement

Hdfc ergo general insurance

3 roles

Lead – Operations & Process Excellence (CEM)

Promoted

Apr 2022 – Jul 2023 · 1 yr 3 mos

Led projects focused on enhancing digital awareness and creating an enabling environment for Level-1 staff to deliver outstanding customer experiences.
Orchestrated the operational structure, procedures, and resources to optimize employee performance through effective sourcing, induction, training, and development initiatives.
Spearheaded team performance management by setting clear goals, providing coaching, & delivering feedback on performance, SLAs, and KPIs to drive exceptional results.
Drove NPS improvements through ongoing coaching and feedback loops to elevate customer satisfaction.
Identified process enhancement opportunities and executed changes to bolster operational effectiveness.
Implemented operational process improvements to boost efficiency, reduce costs, & enhance overall productivity

OperationsProcess ImprovementCustomer ExperienceTeam Performance Management

Mentor – Training & Quality

Promoted

Apr 2021 – Mar 2022 · 11 mos

Trained and mentored over five OJT batches, achieving a 97% certification rate.
Mentored and improved productivity for bottom performers, resulting in a collective productivity increase of 85% - Project Phoenix.
Coordinated with all supporting functions to enhance team members' performance by identifying training needs and continuously monitoring their progress.

TrainingMentoringPerformance Improvement

Process Associate – Customer Experience Management

Dec 2019 – Mar 2021 · 1 yr 3 mos

Efficiently managed critical communications and swiftly resolved complex issues to ensure seamless operations and maintain service quality, improving customer experience by 70–85%.
Proven ability to address high-priority concerns with a proactive mindset, applying advanced problem-solving techniques and a ‘First Time Right’ philosophy to drive exceptional customer satisfaction.

Customer ExperienceProblem SolvingCommunication