Surender Pal

Principal Officer at Sargam Insurance Brokers Pvt.Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN
Languages
  • Hindi, Punjabi Limited working proficiency
  • English Full professional proficiency

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Credentials

  • Direct Trainer Skill/Diploma In Misc Insurance Associate of III, Mumbai
    Govt Of India/III Mumbai

Experience

    • India
    • Insurance
    • 1 - 100 Employee
    • Principal Officer
      • Oct 2020 - Present

  • Sana
    • Gurgaon, India
    • Head General Insurance
      • Jul 2019 - Present

      Head General Insurance Head General Insurance

    • Training incharge
      • May 2012 - Present

      Looking after all aspects of training on general insurance and on soft skills. Published training guide for insurance proffessionals Looking after all aspects of training on general insurance and on soft skills. Published training guide for insurance proffessionals

    • Faculty
      • Dec 1998 - Present

      Licentiate Associates Subjects Surveyers exam coaching PSu officers exam coaching Licentiate Associates Subjects Surveyers exam coaching PSu officers exam coaching

    • India
    • Insurance
    • 700 & Above Employee
    • Visiting Faculty
      • Nov 2013 - Present

      Faculty for Misc Motor and Marine and IC 34 Faculty for Misc Motor and Marine and IC 34

    • India
    • Insurance
    • 1 - 100 Employee
    • Head Of Training
      • Mar 2019 - Jun 2019

      Head Training Head Training

    • Head general insurance
      • Sep 2016 - Feb 2019

    • India
    • Insurance
    • 700 & Above Employee
    • Training In-charge
      • Jan 1977 - Apr 2012

      Determining training needs, identifying training gaps, & conducting programs to enhance their operational efficiency leading to increased productivity. Evaluating the effectiveness of training programs by constantly developing & implementing pre and post assessment tools. Managing the entire gamut of training activities including for faculty head of all cadres and fresh agents as per IRDA guidelines. ** Underwriting: Implementing underwriting guidelines, processes, effective systems & workflow, risk & market driven premium rating. Assessing / scrutinizing the proposal forms / insurance applications, ascertaining product parameters & guidelines as well as underwriting & checking RUC insurance policies. Underwriting large proposals (Misc. and Marine) for HNI Customers. ** Claim Adjustment: Handling collection / verification of claim documents and ascertaining its authenticity / relevancy to the claim and settlement of claims. Assisting the insurer in settlement of claim through alternative systems of justice, etc. Consolidating data relating to premium, claims, and outstanding claims. Managing day to day claims administration and loss control; settling claims. Monitoring the process of total claims processing right from sending / registering claim intimations to settlement of claims. Show less

    • Trainer
      • Jan 1977 - Apr 2012

      Trainer to trainees in non life insurance, for Motor, Misc , Marine and liability insurance. training to new agents to pass IRDA exam.

    • underwriting/claims/training
      • Jan 1977 - Apr 2012

      Handling of underwriting and claims in Misc Dept in Regional Office

  • A.M
    • Chandigarh
    • Trainer
      • Jan 1977 - Apr 2012

      Key Deliverables: Training & Development: Determining training needs, identifying training gaps, & conducting programs to enhance their operational efficiency leading to increased productivity. Evaluating the effectiveness of training programs by constantly developing & implementing pre and post assessment tools. Managing the entire gamut of training activities including for faculty head of all cadres and fresh agents as per IRDA guidelines. Programme Development Preparing the training programmes calendar, designing programme content / text, training aids, Infrastructure facilities including workshops, multimedia packages as well as simulators. Rolling out of all managerial, system related and behavioral training programs including cascading company culture across the business units. Designing and rolling out people development initiatives and interventions. Identifying & designing the assessment of executives. Programme Implementation Designing testing and certifying framework and driving the same across the company in different levels. Planning and delivering Induction training for staff across the country. Identifying the external trainers and co-ordinating with trainers for organizing in house training programs. Creating customized training programs. Training Appraisal Monitoring personal development plans for employees post training and appraisals. Assessing training effectiveness with pre and post training audits. Underwriting: Implementing underwriting guidelines, processes, effective systems & workflow, risk & market driven premium rating. Assessing / scrutinizing the proposal forms / insurance applications, ascertaining product parameters & guidelines as well as underwriting & checking RUC insurance policies. Underwriting large proposals (Misc. and Marine) for HNI Customers. . Show less

    • Trainer
      • Jan 1977 - Apr 2012

      Managing training , designing, co-coordinating and trainer. All fields of training Managing training , designing, co-coordinating and trainer. All fields of training

    • Human Resource Management ProgramOrganiser
      • Jan 1977 - Apr 2012

      I attended this programme at NIA, Pune I attended this programme at NIA, Pune

    • Internet News
    • 700 & Above Employee
    • Trainer
      • Sep 1988 - Mar 2000

      Trainer Trainer

    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Telest RT /opr
      • Nov 1970 - Jul 1976

      I was employed with Indian Air force and performing these duties I was employed with Indian Air force and performing these duties

Education

  • Delhi University
    BA, Economics/Political science
    1973 - 1975
  • Insurance Institute of India
    Associate of Insurance, Misc Insurance
    1998 - 2003
  • Delhi University
    B.A, English, Economics & Political Science
    1973 - 1975

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