Upasana Punetha oli
@upasanapunethaoli
I’m a senior insurance operations analyst improving policy workflows and SLA performance.
IndiaWhat I'm looking for
Results-driven Client Onboarding and Operations Professional with 8+
years of operations experience specializing in end-to-end corporate
client onboarding, stakeholder management, policy administration,
compliance verification, and operational excellence. Experienced in
managing the complete post-sales onboarding lifecycle, including client
communication, document collection, KYC verification, policy activation,
insurer coordination, payment follow-up, and service delivery. Skilled
in Salesforce CRM, cross-functional collaboration, SLA management,
process improvement, and delivering a seamless client onboarding
experience.
Experience
Work history, roles, and key accomplishments
Senior Operations Analyst
Bayzat Insurance and HR Payroll Tech Company
Feb 2022 - Jun 2026 (4 years 4 months)
Led policy placement operations across multiple insurers in the UAE and GCC markets, ensuring accurate policy issuance and stakeholder engagement. Monitored SLAs/KPIs, performed quality assurance on policy documents, and ensured regulatory compliance.
Center Head
Euphoric Kids' International Preschool
Dec 2019 - Dec 2021 (2 years)
Bridged coordination between daycare and the school head for curriculum implementation. Mentored teachers, maintained safety and childcare standards, and supported school events.
York Life Insurance Associate
JLT India Pvt. Ltd
Aug 2015 - Dec 2016 (1 year 4 months)
Managed insurance operations including allocating receipts to appropriate schemes and ensuring accurate transaction processing. Set up scheme members in the system, performed team audits, and analyzed cash flow.
Subject Matter Expert
Aegis Limited
Aug 2013 - Jun 2014 (10 months)
Supported customer queries through CRM and email and handled escalations for policy placement-related requests. Assisted and managed customer care executive team floor support.
Insurance Trainer
Reliance Life Insurance Company Ltd
Jul 2011 - Dec 2012 (1 year 5 months)
Trained candidates to pass the IRDA exam for Insurance Advisor License (IC-33). Conducted product training for sales executives and advisors.
Education
Degrees, certifications, and relevant coursework
Amity University
Post Graduate Diploma in Insurance Management (PGDIP), Insurance Management
2008 - 2009
Completed a Post Graduate Diploma in Insurance Management (PGDIP) from Amity University in 2008–2009.
Institute of Management Studies
Bachelor of Business Administration (BBA), Business Administration
2005 - 2008
Earned a Bachelor of Business Administration (BBA) with a focus on business administration and underwriting coordination in 2005–2008.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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