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sheetal Mestry

@sheetalmestry

Renewal & Retention Manager in insurance operations, who owned end-to-end renewals and led a team of 12+ and a network of 50+ agents.

India

Message

What I'm looking for

I'm ready to step into a Manager-level role owning renewal strategy, team performance, and channel P&L.

At Bajaj Allianz General Insurance Co. Ltd., I owned end-to-end renewal operations across Motor and Non-Motor lines, from renewal registers and notices to quote preparation and dispatch. I led a team of 12+ and coordinated a network of 50+ agents, supporting renewal conversion through structured follow-ups and agent performance management.

I also set renewal documentation and audit standards, reported outcomes through MIS, and cross-sold Motor, Health, and Life products to existing clients. Earlier, at Bharti AXA Life Insurance Co. Ltd., I owned agency revenue growth through sales strategies and agent coaching; my professional development includes a Lean Six Sigma Yellow Belt certification.

Experience

Work history, roles, and key accomplishments

Wellness Manager

Health Quarters India Pvt. Ltd.

Jun 2018 - Oct 2018 (4 months)

Developed and executed wellness and marketing campaigns, tracking participation and performance data for corporate wellness programs. Organized health screenings and wellness events, and managed vendor/contractor relationships for program delivery.

Wellness Program Management Marketing Campaigns Data Tracking Vendor Management Event Organization

Renewal Retention Executive

Bajaj Allianz General Insurance Co. Ltd.

Jul 2009 - Aug 2012 (3 years 1 month)

Owned end-to-end renewal operations across Motor and Non-Motor lines, leading a team of 12+ and coordinating a network of 50+ agents. Drove renewal conversion through structured follow-up cadences and agent performance management, while growing book size through proactive cross-selling.

Renewal Operations Agency Management Team Leadership Cross Selling MIS Reporting Quality Assurance Compliance Customer Relationship Management

Agency Manager

Bharti AXA Life Insurance Co. Ltd.

Dec 2006 - May 2007 (5 months)

Owned agency revenue growth by designing sales strategies and coaching the agent team on consultative selling. Built a performance-accountable agency culture through clear KPIs and targeted marketing campaigns that expanded the new-business pipeline.

Agency Management Sales Strategy Coaching KPI Management Marketing Campaigns Business Development

Unit Manager

Birla Sun Life Insurance Ltd.

Feb 2006 - Nov 2006 (9 months)

Managed unit-level staffing and scheduling through data-driven planning, and lifted team productivity through process redesign and structured performance reviews.

Staffing Scheduling Process Redesign Performance Reviews Team Productivity

Team Leader

HBL Global Pvt. Ltd. / Resham Motors Pvt. Ltd.

May 2001 - Jan 2006 (4 years 8 months)

Directed daily operations and streamlined workflows to meet organizational targets. Managed conflict resolution and delegated responsibilities based on team strengths.

Operations Management Workflow Optimization Conflict Resolution Delegation