SURAJ UPLANCHIWAR
Mobile: 056-9727676
E-mail: [email protected]

JOB OBJECTIVE

Seeking suitable role in Insurance with a reputed organization

EDUCATION
2004 Bachelor of Science, Pt. Ravishankar Shukla University, India
2006 Master in Science (Biotechnology), Bangalore University, India

PROFILE SUMMARY

• An enthusiastic self-starter with strong secretarial and communications skills. Proven academic and professional achiever, possess the unique clerical and computer skills required to assist the executives and organization to achieve its mission.
• Proactive, highly skilled administration professional with three years’ hands-on experience in diverse office environments. Knowledgeable in current industry trends and technology. Experienced communicator and team player. Documented success using MS Word, Excel, PowerPoint and QuickBooks
• Experienced and results-oriented Administrative Assistant with proven abilities in developing positive relationships with clients and co-workers. Interested in a similar opportunity with company where exceptional secretarial, computer and customer service skills will be fully utilized.
• A highly motivated, and energetic Administrative Assistant who strives to ensure that all tasks are successfully accomplished within time

SYNOPSIS OF PROFILE SUMMARY

23 Nov 2014  – Client Support Services Executive (Medical, General & Motor) –Prudence Insurance Brokers LLC
April 2011 – May 2014 – Customer Service (Employee Profile Management) – Convergys, Bangalore
Jan 2007 – Dec 2012 – Customer Service Representative (Insurance) – Axa Business Services, Bangalore

SKILLS

• Good attention to detail
• Ability to stay calm under pressure
• Methodical and thorough approach to work
• Organised
• Good at juggling tasks and prioritising
• A great team player
• A desire to show initiative

ORGANISATIONAL EXPERIENCE

PRUDENCE INSURANCE BROKERS LLC – 23 November 2014 – 2016

Client Support Services Executive (Medical, General & Motor)
Medical – Group Medical, Small & Medium Enterprise & Individual Medical
General – Property All Risks, Workmen Compensation, Contractors All Risks, Fidelity Guarantee, Money Policy, Directors & Officers Liability, Professional Indemnity, Office Secure, Group Life & PA
Motor – Fleet & Individual

Key Skills:

Medical
• Gather relevant financial data/clients requirements
• Identify the geographical scope, annual limit, network, other factors & if possible target rate
• Send the requirements to various insurers
• Compare the price and coverage’s
• Prepare a comparison table & share the same with the client within the agreed TAT
• Send all the application forms, network lists, and required docs to the client
• Review the application and the documents and also check the payment terms
• Proceed with policy issuance
• Census Management
• Submit claim docs and forms to the insurance companies

General
• Gather relevant financial data/clients requirements
• Analyse the risk involved, example if it’s a warehouse a survey is a mandate
• Upon the survey report the quote with will released
• Depending on the survey report, if the location & risk involved is good the terms are released else there would be some survey recommendations which the client has to comply with
• Then share the benefit & premium comparison with the client
• Negotiate with the insurer if required
• Proceed with issuance upon clients confirmation

Motor
• Gather all details of the vehicle & client
• Based on the request get various quotes & share the same with the client
• Proceed with issuance upon clients confirmation

CONVERGYS, BANGALORE – APRIL 2011 – MAY 2014

Customer Service (Employee Profile Management)

• Creation of new employee profile, employee id, system access
• Creation of supervisory access to all the supervisors to overlook the team’s performance
• Handled People Soft software which the core of the database
• Troubleshooting various issues related to ids, user logins etc
• Maintain hard copy and electronic filing system
• Setup and coordinate meetings and conferences
• Maintain and distribute staff weekly schedules
• Support staff in assigned project based work
• Other duties as assigned

AXA BUSINESS SERVICES, BANGALORE – JANUARY 2007 – DECEMBER 2012

Customer Service Representative (Insurance)

Key Skills:

• Ensuring premiums are competitive
• Negotiating terms with policyholders
• Specifying conditions to be imposed on different policies
• Negotiating terms with brokers
• Keeping detailed and accurate records of policies underwritten and decisions made
• Deciding whether the risk should be shared with a reinsurer
• Visiting brokers or potential customers and preparing quotes
• Identify the annual limit, pre-existing cover, deductible etc
• Review the application and the documents and also check the payment terms
• Maintaining premium register to note all the debits and credits in a particular month
• Gathering background information in order to effectively access the risk involved

PERSONAL DETAILS

Date of Birth:29th Aug 1982
Address: Al Mustafa Building, Al Ghubaiba, Dubai
Languages Known:English & Hindi
Passport Number H5355932
Contract/Visa Expiry: 24th November 2016