Assistant Underwriting and Claims Officer
Kuwait Qatar insurance company
Total years of experience :7 years, 5 Months
Underwriting and claims assistant in FGA and Marine dept.
-Daily Basis maintaining Quotations tracker for Marine and Non marine.
-Preparing Quotations, cover notes etc.
-Issuance of Renewal Endorsements, Addition/Deletion Endorsements.
-Issuing Marine Policy, Certificates of Shipments.
-Maintaining proper tracking of Marine proposal forms from Clients in daily basis.
-Documents preparing for Converted Quotes and Decline Quotes with filing
-Preparing Policy documents and handing over to Broker/Clients.
-Calculating possible risk and discussion about the rate, premium, terms and conditions with Team Head.
-Issuance Terms and Condition as per the Treaty.
Document Verification Unit
* Working in Centralized/ Regional Ops center for complete KYC checking in Account Opening/ Liabilities.
* Coordination with Branch & Business teams for priority accounts process.
* Clarifying doubts regarding account opening and guiding them as per process guidelines to branches.
* Checking all KYC documents in account opening for Saving account, Corporate Salary account and Tab account opening Process.
* Verify customer details using Flexcube and Wizard for saving and TAB account opening Process.
* Thorough knowledge of KYC for saving accounts.
* Processing the account opening for payment bank, we will verify all the KYC documents through online & physical mode for onboarding the customers.
* Validating KYC documents and approve for creating accounts. Creating the individual and non individual accounts for Business Correspondent (BC), Customer Service Point (CSP), Merchants.
*Processing the amendments for existing customers like Name change, Address change, Account closure, Account Settlements, SR requested through Finacle & CRM system etc.
* Reconciliation process for NEFT, RTGS, Domestic Money Transfer (DMT), Load Money and Chargeback.
* Credit cards account opening for New and Existing customers.
* Validating KYC documents, income proof and transactions details.
* Check the what types of cards customers want like platinum, manhattan, titanium.
* Check given KYC documents and income proof are match with given customers form.
* If all the given customers documents are matching means customers is eligible for applying credit cards
or if not matching not eligible.