Poonam Jadhav
@poonamjadhav
Senior insurance operations leader specializing in P&C policy lifecycles and renewal operations.
What I'm looking for
I’m a senior insurance operations professional with 12+ years of experience in Property& Casualty (P&C) insurance, including 4 years in leadership roles managing teams of up to 35 members. I lead end-to-end policy lifecycle services, renewal operations, and branch/service support—serving as the primary point of contact for escalations while ensuring accuracy, compliance, and timely delivery.
I focus on process efficiency and stakeholder management, collaborating with Client Service Managers (CSMs), producers, and sales teams to deliver high-quality customer experience. I proactively manage pre- and post-renewal activities, monitor workflows and SLAs, resolve client and internal queries, and drive process improvement through coaching, performance tracking, and offshoring/transition of time-consuming tasks.
Experience
Work history, roles, and key accomplishments
Operations Analyst
Standard Chartered Bank
Feb 2013 - Feb 2014 (1 year)
Provided client service by processing deposits, withdrawals, and loan applications with timely, accurate completion. Monitored transactions for potential fraud or suspicious activity and supported banking product promotion to improve sales outcomes.
US Mortgage Process Team Lead
Transworld Systems Inc.
Led a team of up to 35 members supporting P&C insurance operations, policy servicing, and end-to-end policy lifecycle delivery with accuracy, compliance, and SLA adherence. Acted as escalation point for branch/service support, coordinated renewal activities with CSMs and sales teams, and improved workflow efficiency through performance coaching and offshoring of time-consuming tasks.
Insurance Operations Associate
Transworld Systems Inc.
Managed end-to-end servicing of P&C insurance policies, including endorsements and renewals, while coordinating operational support between branch teams and service centers. Improved turnaround and accuracy by monitoring pre- and post-renewal activities, resolving client/internal queries, and contributing to renewal review readiness and workload optimization.
Education
Degrees, certifications, and relevant coursework
Bangalore University
Bachelor of Finance, Finance
Earned a Bachelor of Finance degree from Bangalore University, completed in May 2012.
Availability
Location
Authorized to work in
Job categories
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