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Dimple Agheda

@dimpleagheda

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Insurance operations professional at Rupiyaa.com who handled policy servicing, claims, and mutual fund operations.

India

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At Rupiyaa.com (The Complete Financial Shoppe), I handled insurance operations across new business, policy servicing, customer queries, and claims.

I followed up on proposal documents and claims, arranged medical tests, and supported policy changes, renewals, and premium collection.

I also supported mutual fund operations, including client detail updates, redemptions, and investment record updates using DATACOMP and INVESWELL SOFTWARE.

At TATA Motors Insurance Broking and Advisory Services Limited, I worked on corporate insurance servicing and claims, prepared claim and business MIS reports, and coordinated website content and product design initiatives.

Experience

Work history, roles, and key accomplishments

Insurance Operation Head

Rupiyaa.com

May 2018 - Jun 2022 (4 years 1 month)

Managed new business, policy servicing, customer queries, claims, mutual fund operations, software updates, agency management, MDRT registration, and recruitment.

Insurance Operations Policy Servicing Claims Management Mutual Funds Customer Service Datacom Investwell Recruitment

Executive - Corporate Insurance

TATA Motors Insurance Broking and Advisory Services Limited

Apr 2016 - Oct 2017 (1 year 6 months)

Handled policy and client servicing, claims management for group and motor policies, new initiatives like website development, MIS reporting, and documentation.

Insurance Claims Management Client Servicing MIS Reporting Documentation Tata Motors Group Mediclaim Motor Insurance

Office Admin

Global Direct (Vodafone)

Sep 2010 - Apr 2011 (7 months)

Verified postpaid connection forms, handled incomplete forms, forwarded complete forms to head office, maintained registers, attended recruitment calls, and followed up on SIM cards.

Documentation Verification Recruitment Customer Service Microsoft Office