Gitin N Mathew
Waterford,Waterford
Summary
Accomplished professional with expertise in life insurance and financial services, specialising in customer service and claims support. Demonstrates proficiency in policy servicing, documentation management, and regulatory compliance. Skilled in client relationship and stakeholder management, with a strong focus on administrative support and record management. Proficient in Microsoft Office applications, including Excel, Word, and Outlook. Adept at problem solving, decision making, data analysis, and reporting. Excellent communication and interpersonal skills enhance the ability to deliver exceptional service while maintaining compliance standards.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work history
Business Analytics Consultant (Academic Project)
HOME-START GREENWICH
05.2025 - 09.2025
- Conducted data analysis on early years' engagement, BME children's school readiness, and volunteer retention.
- Analysed organisational data to identify trends and support evidence-based decision-making.
- Developed actionable recommendations that informed strategic planning and service improvement.
- Presented analytical findings to stakeholders with clear business recommendations.
- Received formal recommendation from Chief Executive for delivering high-quality analysis, professionalism, and practical insights.
Business Development Manager
Aditya Birla Capital (ABC)
03.2024 - 08.2024
- Managed customer relationships within life insurance and financial services sector.
- Assisted customers with insurance product enquiries and documentation requirements.
- Worked with internal stakeholders to ensure timely resolution of customer requests.
- Maintained accurate customer records and delivered high standard of customer service.
- Conducted financial needs analysis and recommended suitable insurance solutions.
- Implemented training programmes, improving team performance levels.
Sales Manager
Pramerica Life Insurance
06.2023 - 03.2024
- Managed portfolio of 30+ customers, supporting policy servicing requests and providing ongoing assistance throughout customer journey.
- Assisted customers with surrender, maturity, and reinvestment claim requests, including collection of supporting documentation.
- Supported policy servicing activities, customer updates, and policy amendments.
- Worked closely with internal teams to resolve customer queries and requests in timely manner.
- Built strong client relationships through telephone, email, and face-to-face interactions.
- Maintained accurate customer records while ensuring compliance with company procedures.
- Consistently achieved business targets while delivering high standard of customer service.
- Led high-performance sales teams, ensuring achievement of targets.
Agency Development Manager
HDFC Life
06.2022 - 06.2023
- Identified and acquired new customers through referrals, networking, and business development activities.
- Built and maintained strong client relationships by providing life insurance and financial planning solutions.
- Supported policy administration activities and assisted customers with policy servicing requests.
- Verified customer documentation and maintained accurate customer records.
- Resolved customer enquiries and complaints while working with internal stakeholders to deliver solutions.
- Followed up on underwriting, servicing, and claims-related requirements.
- Achieved 102% of quarterly sales targets.
- Acquired over 50 new clients within six months.
- Recognised as top performer for exceeding business goals and delivering strong customer outcomes.
- Ensured policy renewals with timely follow-ups and reminders.
- Kept up with changes in insurance markets to accurately answer client questions and give suitable recommendations.
Education
MSc - Business Analytics
University of Greenwich
London 01.2024 - 01.2025
B. Tech - Electrical and Electronics Engineering
SRM University
Chennai 01.2011 - 01.2015
Skills
- Life Insurance & Financial Services Customer Service Claims Support
- Policy Servicing & Documentation Management
- Client Relationship & Stakeholder Management
- Administrative Support & Record Management
- Microsoft Office (Excel, Word & Outlook)
- Problem Solving & Decision Making
- Data Analysis & Reporting
- Communication & Interpersonal Skills
- Regulatory Compliance
REFERENCES
Available upon request
ADDITIONAL SKILLS AND INTERESTS
- Stamp 4 holder – eligible for immediate employment in Ireland
- Strong problem-solving and decision-making skills
- Confident communicator with client-facing experience
- Detail-oriented with a focus on quality and accuracy
- Interests: analytics, business improvement, continuous learning
Timeline
Business Analytics Consultant (Academic Project)
HOME-START GREENWICH
05.2025 - 09.2025
Business Development Manager
Aditya Birla Capital (ABC)
03.2024 - 08.2024
MSc - Business Analytics
University of Greenwich
01.2024 - 01.2025
Sales Manager
Pramerica Life Insurance
06.2023 - 03.2024
Agency Development Manager
HDFC Life
06.2022 - 06.2023
B. Tech - Electrical and Electronics Engineering
SRM University
01.2011 - 01.2015