Experience

Marsh India

• India
• Insurance
• 500 - 600 Employee

• Relationship Manager

  • Oct 2015 - Present

• Assistant Manager

  • Oct 2015 - Present

  Client Servicing Role (w.e.f. 15th Oct. 2017 till date):Placed at client’s office for assisting the insurance manager in handling and monitoring day-to-day insurance activities. For Project Policies, Motor Insurance, Property Policies and Claims handling.Maintaining the records of the ongoing project policies (EAR &WC), intimate the concerned department before the expiry of the project policy. To seek information on extensions or closure for the same.Co-Ordinate with the insurer for New Policy or Extensions requirements for EAR & WC Policies. Seeking best quotation from insurance company for various policies required by top management of client.Handling Claims, majorly Marine Claims. Co-Ordinate and understand the requirements from Surveyor, Insurer, etc. Validate the requirements and make sure the required documents are provided to them. Ensuring claim settlement. Maintaining the income forecasted and earned for the team, get the same invoiced by Operations. Follow up with Marsh Global offices on renewal booking for global policies.Co-Ordinate with Service Executive, Operations & Finance for any queries and get the same resolved.Back Office Role (From 12th Oct. 2015 Till 4th Oct. 2017):Handling and monitoring the end-to-end Policy Premium Processing. Once received at operations.Detailed checking of the documents in accordance with IRDA guidelines and adhering to SOP and completing the invoice within the TAT.Booking revenue for the concerned team who is servicing the client and maintaining the documents into application for future reference. The income reflects under YTD, which shows income at team level & Individual servicer’s level.Processing Endorsement and Fee based transactions as per the guidelines in the SOP and within TAT. Handled re-insurance operations for some time.



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Insurance Operation

  • Sep 2012 - Oct 2015

  Managing the entire gamut of operational activities right from the inception stage, risk load-up, to policy issuance including complete documentation, checking the loaded risk and authorizing the same in line with the slip details, auditing and monitoring submission of Risk.Involved in bordereaux preparation and insuring the submission of the same which is done by the submissions team.Handled Properties & Casualties, Directors and currently handling Aerospace Policies.Accountable for attending Xchanging queries from the underwriters and internal submissions team and getting it resolved.Coordinating with the account handlers & Xchanging regarding the pending cases and getting it signed by Xchanging and ensure the closings are completed.Responsible for ensuring that company’s co-teams (Account Handlers, Accounting Team, etc) receive an adequate level of service or help with their questions and concerns and also interacting with customers, U.K. counterparts, to provide information in response to the queries or inquiries and to handle and resolve complaints.Adhering to the Standard Operation Procedure manual and worked towards improving efficiency in work. Addressing various issues, complaints and grievances raised by the Clients & Underwriters and resolved them at the earliest possible time. Preparing Internal Matrix report to have the tab on SLA and TATHave prepared analysis in respect of the Xchanging queries received, for the improvement of process and updating the team of the same. Also the same report has been sent to the management.Classroom Training and Quiz sessions conducted for knowledge development of the team, especially in respect of Slip reading, mandatory fields of the slip and handling taxes and it’s calculation. This resulted in reduction of Xchanging queries.Spot Award received for Standardization of the process by introducing Standard Narratives on the Client’s Invoices.



Marsh McLennan Global Services India Private Limited (MMGS)

• India
• Insurance
• 700 & Above Employee

• Senior Associate

  • Jun 2009 - Sep 2012

  • Migrated Closing’s process from U.K. to India, which Ideally means Submissions to Xchanging and Closings to Non Bureau Markets. • Handled Director’s & Officer’s Liabilities, Sports & Entertainment Policies, Accident & Health Policies.• Processing the Risk and Endorsement. Creating Risk Load-up and Creating Cover Note, Addendums and Client Covering Letter.• Preparing premium calculations, Transaction Processing and issuing policy documents to the clients.• Been a part of training academy and have trained newly recruited candidates on processing and getting them to the level of working independently with minimal queries when they hit the floor. • Have been awarded as Star of the Month for the same in September 2011, for training the candidates efficiently.• Have done quality checks, have resolved internal team queries and external queries for UK counterparts, clients & Xchanging.• Coordinating with UK office team, Accounting & Settlements Team, Xchanging, etc for query resolution and ensuring the risk / policy is signed.• Generation of Invoices, E-Closings, creation of Lpans and follow up with Xchanging for signings.