Lijo Varghese

Experience

• 

  Citi

  Sept 2010 - May 2013

  Trainee

  ● Involved in processing transactions and maintaining clients’ confidential documents. ● Performed audit assignments, prepared monthly statements, and maintained confidential financial documents and records. ● Worked on the development of new reporting templates and presented ideas t managers and executives in order to increase revenue and reduce costs. ● Extracting data from server and bifurcating it as per sub classes. ● Conducted detailed reports, trained and coordinated new personnel. Show less

• 

  Veldos LLC

  Jun 2013 - Mar 2015

  Advisor

  ● Actively participated in the analysis of reports to improve the performance of business. ● Preparing Key Metric from latest data and publishing it.● Coordinating with client to understand their business requirement and ensure completion of the same. ● Delivery of Settlement requests on daily basis. ● Ensure processing of all request received as per the standard timelines, along with maintaining productivity and quality. ● Preparing reports on daily basis for the client and team.● Continuous learning and implement process changes and provide suggestions to enable process improvements. ● Provide feedback to reduce processing time and also to improve quality level metrics. Show less

• 

  WTW

  Apr 2015 - Dec 2022

  Senior Advisor

  ● Responsible for placing and billing general insurance policies for international clients on various products. ● Connect with UK stake holder to ensure professional insurance advice to clients, ensuring that everything was in compliance with their needs and goals. ● Ensuring brokerage target is met monthly as per forecast. ● Finalizing the insurance cover and sending confirmation to the client. ● Maintaining all insurance documents such as certificates, invoices, policy documents and endorsements. ● Solving queries from the client and insurers relating to their insurance policies in terms of claims, premiums and other accounting aspects. ● Issuing the invoices to the client and following up with the payments. ● Ensuring there is no misses reported by the team and completion of tasks within turnaround time. Show less

• 

  Lockton

  Mar 2023 - now

  Technical Administrator(Placing and Billing)