Vivek Soni

Vivek Soni



MS Office

  Working with Ms Office speedy and error free. Preparation of MIS   

Work History

Work History

Jr. Ex. Operation

Bajaj Allianz General Insurance Co. Ltd.

Operations : -

  •   Processing of  Policy documents  for various insurance products in coordination with relevant           cross-functions.
  •   Coordination with other relevant departments.
  •   Support to team members. 
  •   Analysis of day to day productivity 

Agency Administration : - 

  • Analysis of agents business on daily basis.
  • Processing of Agents examination through Insurance Institute of India
  • Preparation of MIS Daily, Weekly, Monthly and Annual reports and analysis of agents and departmental growth. 

  • Support to customers/agencs for insurance premium Calculation for various insurance products like motor, shop, fire and other.

  • support process for  selection / recruitment of agents for company.

  • Cross-Selling of different insurance products.

  • Business lead generation and support to agents  for conversion

Mar 2004 - Dec 2004

Regional Representative (Field)

Paramount Health Services Pvt. Ltd.

  • Meeting with Customers and preparation of claim papers (TPA)
  • Report submission to H.O. for claim payment
Apr 2004 - Oct 2004

Back Office

Bharat Heavry Electricals Ltd.

  • Letter drafting and preparation of Tender related papers
  •   Maintenance of tender file
  •   Data uploading in BHEL site
Jun 1996 - Oct 2002

Ops.Ex / Accountant / Stationary In-charge

Sanchyayani Savings and Investment Co. Ltd.

Back Office Support : - 

  • Back office operation work.
  • Customer's Handling
  • Preparation of development conference, Seminars etc.
  • Maintenance of Stationary ( Proposal Forms, Agents Guide books etc.)
  • Cash Handling
  • Maintenance of Cash and ledger books (Accounts)  



Hindi / English Typing Certificate

Madhya Pradesh Board Bhopal