An insurance professional with 6 years experience (Sales, Underwriting, Broker) holding Master of Business Administration and Bachelor of Laws. Received best underwriter and supportive team member award from ICICI Prudential Insurance. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Work History
Insurance Account Executive (CSI)
Abacare (Insurance Broker)
04.2022 - 05.2022
Cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
Review of clients' policies every year and recommended product additions or revisions to reflect changing needs.
Follow up with potential clients regarding online information requests to present and clearly explain coverage options.
Quote current and prospective clients with several insurance companies and presented proposals.
Data entry, analysis and reporting.
Medical Underwriter
HDFC Standard life insurance
12.2012 - 06.2014
Assess medical and financial risks of applicants for life and health insurance policies.
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Demonstrated leadership skills in managing projects from concept to completion.
Focused on maintaining profitable business segment for company.
Guided, mentored and coached underwriters in both technical and professional skills, instilling best practice and company standards.
Logical, practical, and adaptable
Help senior managers for collecting and solving data of discrepancies, pending and issued insurance applications.
Maintain accurate documentation and reports in accordance to regulatory requirements.
Liaise with reinsures on complex cases or refer cases for approvals.
Underwriter
ICICI Prudential life insurance
05.2007 - 11.2009
Underwrite new applications for life and health
Supported review, acceptance or denial of new business after carefully reviewing all information.
Calculated group and individual renewal rates based on customers' background, industry and demographic information.
Underwriting support functions and verified data integrity and accuracy.
Maintained good professional relationship with team member's and all other departments.
Analyzed data to identify trends and predict future insurance needs.
Gained extensive knowledge in data entry, analysis and reporting.
Calculate, tally and update the company software with end of the day collected amount of the branch.
Supported the branch to function all activities even in the absence of other team member.
Agency Manager
ICICI Prudential life Insurance
06.2005 - 04.2007
Achieved the monthly and yearly targets through effective customer relationship and fulfilling needs.
Trained and guided team members to maintain high productivity and companies regulations.
Implemented business strategies for increasing sales and effectively targeting new markets.
Launched team engagement and cultural programs in addition to robust reporting tool that increased operational quality.
Complied with companies laws and AML, KYC requirements.
Held monthly meetings to create business plans and workshops to drive successful business.
Advocate
Thampan and Thampan Advocates
11.2004 - 06.2005
Appeared in the court for Civil and Family cases with the help of senior lawyers and advised clients in courts.
Attended court proceedings and took notes of the same.
Drafted and filed legal documents such as lawsuits, appeals, wills, contracts, and deeds.
Investigated places informed by the court and submitted true findings.