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Underwriter & Customer Service Operations Resume Example

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UNDERWRITER & CUSTOMER SERVICE OPERATIONS
Summary

Team-oriented Accountant who prepares clear, comprehensive financial reports for executive-level management.Flexible [Job Title] who adapts seamlessly to constantly evolving accounting processes and technologies.Dynamic and highly qualified [Job Title] with extensive knowledge of accounting principles, taxation policies and income tax procedures.

Highlights

Certified in Advisors Module from Association of Mutual Funds in India (AMFI)


*Undertaken a course in Insurance and Risk Management, covering both the life and the non-life aspects of the subject


*Experience in financial operations software like Gold Mine, Life Asia


Accomplishments

Accounting Skills 

  • Operated computers programmed with accounting software to record, store, and analyze information.

Accounting Reviews 

  • Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.

Auditing 

  • Extensive experience with Financial Statements audits, reviews, compilations and audits for Governmental organizations (A-133).

Experience
September 2005
to
April 2006
Max New York Life Insurance LtdPune, IndiaUnderwriter & Customer Service Operations

  • Assessment of policy applications by studying the client eligibility and risk as per underwriting strategies
  • Identifying the cases wherein more risk is involved and requesting additional financial documentation and medical reports for further processing
  • Working in tandem with the senior underwriters in complex medical and financial cases
  • Assisting agents with daily discussions to help them communicate better to their clients regarding the additional information they need to provide
  • Daily communication with the medical personnel and the agents to expedite the procurement of the medical reports
  • Coordinating with the medical centers and their staff to adhere to the standard processing time
  • Managing daily customer servicing issues to ensure meeting turnaround times
  • Addressing the problems faced by the disgruntled clients by liaising with the management ensuring a high level of satisfaction
  • Ensuring proper understanding of the underwriting policies and achieving good levels of underwriting accuracy
  • Attending training sessions on the new underwriting strategies which help improve the standard processing time and cost.
October 2004
to
April 2005
ICICI Prudential Life Insurance Company Ltd
  • Underwriter & Customer Service Operations Vapi, India Underwriting the applications received on the basis of the set procedures Studying the financial background and identify the credibility of the client keeping in mind his occupation and related hazards Asking for further documentation supporting the clients finances in case of high net worth individuals Coordinating with the agents to get the medical reports to expedite the cases of the elderly clients or client with unfavorable medical background Helped in the fast expedition of the entire process right from the receiving the application to the delivering of the approved policy to client with low level of defects Monitoring the customer servicing to achieve the desired turnaround times and low level of defects Participated in ensuring the high quality of underwriting and customer servicing with the help of six sigma program Interacting with the agents on regular basis educating them on new policies and procedures Involved in new branch opening process which includes training programs for junior team members on underwriting strategies, agent recruitment, cash management system, etc.
December 2003
to
September 2004
JM Capital Management Pvt LtdSurat, IndiaCustomer Service & Sales Coordinator
  • Involved in setting up of a new branch in the city by handling the entire operations Helped in initiating the sales agent network by conducting product knowledge transfer sessions Setting up the daily process of receiving the applications and sending them to the management for their further assessment Assisting the walk in clients with different queries right from selection of the products based on their investment plans to routine servicing issues like changes in the payment method, redemption and the deliverance of the final settlement Regular market study and keeping an eye on the news so as to help the agent and client make better investment Arranging sessions with the agents for new product and new process knowledge transfer.
  • Meeting the agents regularly to promote new products, discuss new strategies for improving the products and the process Daily end of the day meeting with the office staff sharing the new ideas and the daily reports.
Education
April 2003
Post Graduate Diploma: Business Management FinanceBusiness Management Finance
April 2001
Sardar Patel UniversityAnand, Gujarat, IndiaBachelor of Business Administration: FinanceFinance
Som Lalit Institute of Management StudiesAhmedabad, Gujarat, IndiaMBA
Skills
cash management, client, clients, Customer Service, documentation, fast, financial, financial operations, Funds, Gold Mine, HTML, Insurance, Managing, market, Microsoft Office, office, network, Oracle, personnel, policies, procurement, quality, receiving, recruitment, Risk Management, sales, six sigma, SQL, tandem, training programs, Underwriter, Underwriting
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Resume Overview

Companies Worked For:

  • Max New York Life Insurance Ltd
  • ICICI Prudential Life Insurance Company Ltd
  • JM Capital Management Pvt Ltd

School Attended

  • Sardar Patel University
  • Som Lalit Institute of Management Studies

Job Titles Held:

  • Underwriter & Customer Service Operations
  • Customer Service & Sales Coordinator

Degrees

  • Post Graduate Diploma : Business Management Finance
    Bachelor of Business Administration : Finance
    MBA

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