5 years of Insurance experience processing policies 3 Years 3 months of Underwriting & Process leader experience 1 year 6 months of experience processing General Insurance policies Certified SCRUM MASTER - CSM Certification in Financial Planning from CII - UK Experience in team coaching and training. Experience in direct client calling and internal reporting. Ability to work in a fast-paced, team-oriented, detail oriented production environment with the flexibility to meet service standards
Process Leader, 04/2005 － 06/2008Prudential Process Management Services － Mumbai, India, Maharashtra
I was involved in underwriting 4 insurance plans, mortgage protection plan, critical illness cover, life insurance and critical illness cover, life insurance only.
Responsibilities: Prepare incoming applications for underwriting review.
Prepare a case synopsis.
Includes an analysis of occupation and hobbies, financial limits, physical and mental health, any previous policies, is the client a bad life depending on health status, any previous claims history.
Maintain and update policyholder records (e.g., changes to coverage, name and address changes) at all stages of processing till the policy goes live.
Resolution of client queries and handling any complaints.
I calculated the BMI & referred to the NBS guidelines to underwrite health conditions and Swiss Re to underwrite occupation and hobbies.
Accept the case at standard rate if the case had a sum assured of 300,000 pounds or below and was approved according to the guidelines for all the above parameters.
Job Description as a Process Leader: I was promoted to this position and was managing a team of 40 members for a team called Illustrations.
Responsibilities Handled projects like Mumbai Referrals.
Migration of new products & ensure smooth running.
Conduct Voice & Accent training & Audit calls.
Daily Reports maintenance- Includes Business Objective Report, Accuracy & Quality Analysis & Report, Dispatch Report.
Team coaching and mentoring.
Floor walking & Subject Matter Expert.
Conduct meetings & 1:1 with team members.
Senior ExecutiveWillis Process Management Services － Thane, India, Maharashtra
Involved in checking policies against market reform contracts for all classes of business i.e.
Motor, Group Accident and Business Travel, Property Damage and Business Interruption, Employers and Public and Products Liability, Crime, Directors and Officers Liability, Pension Trustees Liability, Excess, Employment Practice Liability.
Compliance with all regulatory and compliance requirements.
Calls and email correspondence with insurers and sales team to ensure that policy documents accurately reflects client intent and are issued on time.
Compliance with Willis Excellence Module and FSA target.
Responsibilities: Worked as an Area Expert which involved calling insurers, sales teams and area experts in the UK.
Reduce the number of queries to the CSE and enable team for independent case checking.
Enhance team knowledge and understanding regarding the class of business.
Case discussions/ Area of improvement discussions with the UK and rolling out training/update session for team.
Conduct training sessions for new trainees & update/prepare training materials and handouts.
Conduct regular technical update session and error analysis with team.
Organize quiz/case discussions for team.
Participate in technical update calls with technical and business heads and maintain and share the update log with team.
Projects - a.
Technical Buster/Click Buster - Preparation of site common for all technical updates, process updates, query resolutions, wording feature lists, important emails etc.
National Technical Practice site development - Preparation of important features individual to each insurer and to highlight their key differences.
After sign off from UK technical heads, the same to be uploaded to the site.
Analysis of common queries/features for individual policy wording and obtaining a sign off for the same to reduce queries.
Analysis of policy wording and various clauses for all the insurers and preparation of Wording Feature listers.
Preparation of Wording Synopsis and Comparison grids for various insurers to highlight key advantages/disadvantages in policy wording.
Illinois State UniversityMasters of Project Management
2002BachelorHomoeopathic Medicine and SurgeryHomoeopathic Medicine and Surgery