Experience as Account Executive - Underwriting (Corporate Risk Services / General Insurance Team)

• Employer

• From

  14 May 2017

• To

  10 February 2019

• Detail

  Understand the client’s trade, scope of activity and their insurance need.
  Arrange the best-fit insurance from market for them.
  Liaison between clients & underwriters and managing the entire operations span.
  Gather data, prepare slips for submission to the market and conclude placements.
  Ensure all RFP (request for proposals) are reaching the market on time, logged and followed up.
  Prepare technical comparisons reports, renewal reports and claims reports for new and existing Clients.
  Verify premium for policy renewal, endorsements, refunds, co-insurance and re-insurance placements etc.
  Co-ordinate with multiple underwrites and accurately handle the invoicing for the same in case of co-insurance and re-insurance placements.
  Transcribe data on the internal systems such as Task-live/GAMS to meet the internal compliance standards and for transactional invoicing.
  Ensure timely issuance of the documentation by the insurers.
  Audit the policy documents which should be in line with the quoted terms & as agreed with client
  Facilitate claims processing for various corporate clients.
  Ensure timely settlement of claims as per the service level agreements.
  Assist in the coordination with various producing offices across the globe in the handling of global accounts and ensure that such accounts are handled according to the guidelines issued.
  Create and maintain client’s folder on the common server, as per the E-filing guidelines.
  Extend help to other employees when found overloaded or whenever deem necessary.
  Ensure that Organization is NOT exposed to E&O situation under any circumstances.

Experience as Account Executive - Underwriting (Corporate Commercial / General Insurance Team)

• Employer

• From

  10 August 2014

• To

  10 May 2017

• Detail

  Prepare slips for various classes of business and market them on daily basis.
  Negotiate with insurance companies for coverage’s/extensions/pricing.
  Prepare renewal notice and ensure timely release of the same to the client.
  Prepare quote comparisons for new as well as renewal clients.
  Responsible for arranging policy documents from insurer, invoicing & policy document review.
  Adhere to the TAT for providing cover confirmation, certificates and policy documents to client.
  Handle motor fleet portfolio for all corporate clients. New business, Renewal and mid-term addition/deletion.
  Quoting, binding cover and issuing insurance for SME client’s through Insurer’s online portals. (E-platforms)
  Interpret insurance material to marketing team to help close the deal erroneously.
  Co-ordinate with marketing team/clients for various requirements till the closure of lead.
  Prepare business performance reports for the monthly, quarterly and annual management meetings.
  Taken the assignment to work on new business enquirers for group medical insurance as well.