GENERAL INSURANCE UNDERWRITING
COMPASS FINANCIAL SOLUTIONS
Total years of experience :19 years, 11 Months
• Deals in Fire, Marine and Miscellaneous Classes (Commercial & Personal Lines) of Insurance.
• Looking after the accounts of existing clients to serve them the best in their needs with timeliness.
• Coordination/Follow-up with Insurance Companies on Issuance of New and Renewal Quotations and policy Issuance.
• Handling the activities pertaining to Claim Documentation.
• Guiding Policyholder on how to proceed with claim.
• Monitoring progress of claim and settlement of valid claim.
• Building relationships with your underwriters in Insurance Company to obtain great at competitive prices for our Clients.
• Issuance of Quotations and Policies through Insurance Companies Broker Online Portals.
ASST.MANAGER -OPERATIONS - Bajaj Allianz Life Insurance Co. LTD - JULY 2005- JANUARY 2013(8 Years)
• In charge of Operation Activities of the division which has 6 reporting branches, consisting of 10 Operation staffs. Customer handling especially HNI
• Underwriting and Issuing the Life Insurance Policies and policy servicing.
• In Charge of new Policy Bond Issuance and its Dispatching.
• Maintaining company TAT with Accuracy.
• In charge of Policy Servicing Activities of 6 branches ( Corrections in Bond, Nominee change, Assignment, Surrender & Partial withdrawal, Loans etc)
• Managed the overall Renewal activities of the entire branches(1 Divisional Office + 5 branch offices) in the Division
• Supervising Cash collection, Maintenance of petty cash register, vouchers and banking of cash and cheque, CDA follow- up and Supervision of agency related matters and, coordination with Insurance Institute of India, licensing and commission payments.
• Compliance to Audit Requirements.
• Conducting weekly training sessions to operational staffs, Sales Managers and Insurance consultants.
• Support and follow up of group and alternate channel.
• Office administration, which includes, management of office stationary, Control of Policy stamps, revenue stamps, undelivered policies, dispatch, inventory and liaison with Post office
o Responsible for verifying and monitoring all the accounting, financial, operational activities
o Supervision of cash counters collection, accounting, banking of cash/cheque, petty cash on a daily basis.