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Anjali ks, Freelance Insurance consultant

Anjali ks

Freelance Insurance consultant·insure & Secure

Kuwait

Master's degree, FINANACE

Work experience

Total years of experience: 16 years, 3 months

Freelance Insurance consultant

March 2026 - Present

insure & Secure

Al Kuwait, Kuwait •Hybrid

March 2026 - Present

working as Freelance insurance Consultant
Company industry:
Insurance & TPA
Job role:
Consulting

MOTOR INSURANCE UNDERWRITER

July 2020 - Present

GULF OASIS INSURANCE BROKERS LLC

Cochin, India

July 2020 - Present

Receiving enquiries from executives, customers etc.
Contacting different insurance companies for the best possible quotes.
Negotiating with the insurance companies.
Follow up with the executives till closing the business.
Issue policies. Collecting premiums and following up on renewals.
Requesting Quotations as per requirement.
Handling Motor Policies of Retail Clients.
Create monthly reports, loss ratio.
Handling Incoming calls from executives,
responding to inquiries,
resolving problems and correcting policy errors (if any).
Handling administrative tasks associated with the Motor Underwriting
Department.
Documentation preparation when required.
Coordination with insurance companies by providing the backup
documents.
. Preparing data reports for management and general office duties
Company industry:
Insurance & TPA
Job role:
Administration

IMMIGRATION CONSULTANT

May 2019 - November 2019

OPULENTUS OVERSEAS CAREERS PVT LTD

India

May 2019 - November 2019

Receiving enquiries from executives, customers etc.
Contacting different insurance companies for the best possible quotes.
Negotiating with the insurance companies.
Follow up with the executives till closing the business.
Issue policies. Collecting premiums and following up on renewals.
Requesting Quotations as per requirement.
Handling Motor Policies of Retail Clients.
Create monthly reports, loss ratio.
Handling Incoming calls from executives,
responding to inquiries,
resolving problems and correcting policy errors (if any).
Handling administrative tasks associated with the Motor Underwriting
Department.
Documentation preparation when required.
Coordination with insurance companies by providing the backup
documents.
. Preparing data reports for management and general office duties.
Responsibilities In Opulentus Overseas careers, Bangalore as, :.
Provide consultation services to clients' interested in migration in
Canada and Australia, Visas and Immigration.
Consultation will mainly be by face-to- face meetings, telephone and
email.
Establish and maintain current client and potential client relationships
by proactively responding to client queries and advising customers on
their overseas, visa and immigration needs.
Identify and resolve client concerns.
Company industry:
Business Consultancy Services
Job role:
Customer Service and Call Center

CUSTOMER DOCUMENTATION EXECUTIVE

December 2016 - May 2018

Etisalat

Sharjah, United Arab Emirates

December 2016 - May 2018

Responsibilities In Etisalat, Sharjah as Customer Documentation
Executive:.
Customer Document Verification in Telecom Softwares like
CBCM, EDMS, ATGetc for Approval of Sim card access.
Preparing Reports In excel.
Being the part of the Project.
Give Data Varification training for Juniorstaffs.
Follow the guidelines of companypolicies.
To comply with the Punctuality and Disciplinary policies
Company industry:
Telecommunications
Job role:
Administration

RELATIONSHIP MANAGER

December 2013 - May 2016

SMC INSURANCE BROKERS PVTLTD

India

December 2013 - May 2016

Honda car Dealer support in Claim settlements - Coordination with the
body shop Manager, dealer, Insurance Company and the Surveyor.
Renewals.
Documentation.
Endorsement.
Client Dealing.
Any Other support As Required By Dealer.
Provide information about any unresolved or pending issues to the
reporting officialsof SMC as and when ever required.
Product Awareness.
Ensure data security.
To keep a track of pending claims at the workshop: To coordinate with
the claims Manager at the workshop for the status of each pending
claim.
If needed, they willalso coordinate with the Insurer/Surveyor to get the
claim settled.
To comply with the Punctuality and Disciplinary policies.
To follow the guidelines of the Company Policies.
Responsible Honda assure Manager for Five Honda car Delaerships in
Keralaregion.
Company industry:
Insurance & TPA
Job role:
Management

Technical Administrator

March 2012 - May 2013

ICICI HOME LOANS

Cochin, India

March 2012 - May 2013

Technical Administrator, Responsible for technical documents, logins
and assign to the concerned technical officers.
Processing different kinds of invoices.
Prepare MIS and send to the concern managers.
Coordinate with sales team.
Company industry:
Banking
Job role:
Administration

ADMINISTRATION CUM HR EXECUTIVE

March 2010 - March 2012

WAGER MARKETING INDIA (P)LTD, WAGER MARKETING INDIA (P) LTD

March 2010 - March 2012

Job role:
Administration

RELATIONSHIP MANAGER

December 2008 - February 2010

INDIAINFOLINE LTD

India

December 2008 - February 2010

Company industry:
Financial Services
Job role:
Accounting and Auditing

SALES OFFICER

September 2007 - November 2008

SHAREKHAN LTD

United Arab Emirates

September 2007 - November 2008

APF filing.
Responsible for post disbursal documents.
Handling registration and other duties.
In charge of Legal Documents, Maintaing Various MIS and
manualregisters.
Administration cum Hr Executive :.
Responsible for office administrative functions including general
clerical and daily office duties.
Handling HR & related duties.
Attending to incoming telephone calls and email.
Administrator for Attendance Management System.
Relationship Manager, Account servicing clients and getting business
from them.
Advising clients on their equity portfolio for long term investments as
well as positional trading ideas in stocks for the short/ medium term
tips and market related information.
Advising the clients to invest in the right investment scheme
depending upon their future needs and returns.
Handling client queries on immediate basis.
Keep good relationship with the customers.
Increase Productivity & Analyze the failure and success point.
Maintaining working relations with clients by keeping the up- to-date
with the market position.
Sales Officer, sales representative for Bangalore region.
Selling of online share trading and demat account.
Keep relationship with the client.
Solve the queries related to shares.
Achieve the monthly target.
Company industry:
Financial Services
Job role:
Sales

Education

ANNA UNIVERSITY

January 2008

January 2008

Master's degree, FINANACE

India

MBA FINANCE AND MARKETING
View attachment

MG UNIVERSITY

January 2005

January 2005

High school or equivalent, COMMERCE

India

MG UNIVERSITY

January 2005

January 2005

Bachelor's degree, COMMERCE

India

Skills

Claims Management
Expert
Claims Management
Expert
Insurance Claims
Expert
Insurance Claims
Expert
Underwriting
Expert
Underwriting
Expert
operations
Expert
operations
Expert
Insurance
Expert
Insurance
Expert
ADMINISTRATION
Expert
ADMINISTRATION
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
EMAIL
Expert
EMAIL
Expert
INSURANCE
Expert
INSURANCE
Expert
TELEPHONE SKILLS
Expert
TELEPHONE SKILLS
Expert
DOCUMENTATION
Expert
DOCUMENTATION
Expert
MIS
Expert
MIS
Expert
POLICY ANALYSIS
Expert
POLICY ANALYSIS
Expert
SALES
Expert
SALES
Expert
CLERICAL
Expert
CLERICAL
Expert
insurance underwriter[Motor]
Intermediate
insurance underwriter[Motor]
Intermediate
Marketing
Intermediate
Marketing
Intermediate
Microsoft Excel
Intermediate
Microsoft Excel
Intermediate
Data Entry
Intermediate
Data Entry
Intermediate
Claims Management
Expert
Claims Management
Expert
Insurance Claims
Expert
Insurance Claims
Expert
Underwriting
Expert
Underwriting
Expert
operations
Expert
operations
Expert

Social profiles

Languages

English

Expert

Malayalam

Native Speaker

Arabic

Beginner

Hindi

Beginner

Memberships

CII UK

Ordinary Member

February 2024

Training and Certifications

Training
On going Study of CII Cert. IF1 module
CII
undergoing training of Business Anyletics
Asqaure technologies

Hobbies and interests

travelling, reading books, making crafts