Sudha Shivanada

Keep detailed records of policies underwritten and decisions made.
 Negotiate and define the specific terms of insurance policies with
brokers or policyholders.
 Develop and maintain a profitable book of business for the insurer.
 Preparing insurance policy terms and conditions.
 Examining insurance proposals.
 Liaising with insurance brokers or communicating directly with
customers.
 Analyzing all relevant data using appropriate software to determine
whether the level of risk is acceptable.
 Group Medical & Life member Addition process.
 Group Medical & Life member Deletion process.
 Draw up a quote for competitive insurance premiums.
 making decisions about whether and how a person or organization can
be insured.
 determining premiums, making sure that they are competitive for both
customers and the insurance company.
 deciding the wording of policies to reduce the likelihood of claims being
made.
 Layout and finalize insurance policies applying specific terms and
conditions as agreed upon by the client.
 Review policy applications based on the previous loss records, age,
medical report, credit ratings and driving records.
 Evaluate policies with regard to the company’s underwriting standards.
 Handle queries from credit control departments, brokers, and clients.

xamining the client's economic state, addressing financial options, developing
financial strategies, and suggesting loan combos that meet the requirements of
the customers.
 Arranging insurance cover for clients with the insurance provider.
 Preparing reports for insurance underwriters.
 Advising clients on making claims on their polices.
 Renewing existing policies for clients.
 Meeting with potential clients to discuss their insurance needs.
 Pro-Active in solving customer problems and satisfying customers in various
situations.
 Testing documents needed for financing, debit payments, and credit limits.
 Oversee insurance claims to ensure fair dealing and satisfaction.
 Bargaining with insurance carriers to obtain the best policy at the lowest
possible cost.

Welcomes patients and visitors by greeting & answering telephone calls or referring inquiries. • Process payments from patients for co-pays and uninsured visits. • Maintained our system to ensure all insurance fee schedules are current and up to date. • Worked with department staff to research, identify and provide solutions to client and insurance company inquiries. • Perform data entry and filling to record patient and insurance date. • Schedule appointments and procedures and verify insurance information. • Created excel spreadsheets to record and track patient services, card validity, patient op share. • Verified ICD 10 codes & CPT billing code to ensure payment will be processed for claim under customer’s insurance plan. • Performed monthly re-certification for expiring authorization to ensure patient demographics, insurance information, verification & eligibility are correct.