Shaarda Singh

Experience

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  Fair Deal Insurance Broker

  Aug 2006 - Jul 2009

  Underwriter

  Work Summary1. Three year Experience in “ Fair Deal Ins Broker ” from August 2006 to July 2009.2. Team working skills like collaboration, coordination,delegation and patience developed duringworking as a part of various teams at work.3. Underwriting of insurance pertaining to all Deptt.4. Preparation of documents and issuing of cover notes.5. Maintaining record in Excel – proficiency in Excel and word

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  Royal Insurance Broker

  Jul 2009 - Sept 2010

  Assistant Underwriter

  Job Profile : Underwriting ( Motor , Marine, Mediclaim ),Handling Claims (All Types)Job Responsibility :● Underwriting of insurance policies pertaining to all Dept.● Issuance of Policies OnlineMotor,Non Motor.● Preparation of documents of proposals and issuing of cover notes.● Data Controlling, using Software(“SAIBA”).● Maintaining record – proficiency in Excel and word.● Coordinatewith various insurance company for quotations & approvals.● Keeping track of Marine Sum Insured for all the declaration policies & preparation of marine declarationstatements. Also accord confirmation for sufficient availability of Sum Insured at the time of marine claim.● Follow up with insurer regarding claims lodging, deputation of surveyor and provide allinformation/documents for process and settlement of the claim.● Communicate with the insured and insurer till the claims settled.● Review claim files on daily basis● Dealing with corporate customers on regular basis● Create and Mange Annual online IRDA return Show less

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  Ria Insurance Brokers Pvt.Ltd

  Oct 2010 - Feb 2012

  Business Development Manager

  Job Responsibility:● Issuance of online policies of Motor and Non Motor ( Travel, Marine, Mediclaim, Shopkeeper’s andHome, Property Insurance)● To analyse the risk involved in the proposal and then to send the proposal to the concern insurancecompany for quote and approvals.● Handing all types of proposal/policy ( Marine, Motor, Mediclaim, OMP, CAR, Fire and Burglary etc)● Preparation of quotation and/or modification of for clients, including definition of comprehensive term &conditions for proposals● Negotiations of terms & conditions with clients and/or its representative.● Handling platinum client and taking care of its entire portfolio ( Fire, Burglary, Group Mediclaim Policy,Group Personal Accident, CAR etc) both underwriting and claims● Maintaining management information system report (mis) pertaining to all clients.● To ensure timely bookings in order to achieve the target on monthly basis.● Actively involved in all the clients meetings/interacting with sales Team.● Coordinatewith various insurance companies for quotations & approvals.● data controlling, data entry on Daily basis of new business using software(“ saiba” )● Control over the monthly renewal due and its conversation.● Keeping track of Marine Sum Insured for all the declaration policies & preparation of marine declarationstatements. Also accord confirmation for sufficient availability of Sum Insured at the time of marineclaim● Dealing with corporate customers on regular basis for service and guidance.● Follow up with insurer regarding claims lodging, deputation of surveyor and provide details and actingb/w Both Insured and Insurer.● Looking up all the claims pertaining to all deptt. ( Fire, Burglary, Marine, Motor, Travel etc.)● Review claim files on daily basis Show less

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  Bajaj Allianz General Insurance Co. Ltd.

  Aug 2014 - now

  Relationship Manager:-Agency

  • 25% growth on IMD's Mapped • Growth of Non Motor Business from IMD's mapped• Cross selling home and health to existing customers• Timely Business visits to IMD mapped.• Quote preparation pertaining to SME cases like Travel policy, Motor fleet, SME GMC, Dwelling property and calculation of Addition and deletion on pro-rata basis for Endorsements.• Preparing marine quotes for Specific or Single transit polices and other proposal having SI limit of 1 cr.• To assist the seniors/Team by doing the underwriting/booking of GMC and GPA cases.Executive – Corporate Broking Relationship (Servicing Dept) (Mar–12 to Aug-14)• Follow up of renewals before two months in advance and retention of policies every month.• Making quotes of SME GMC,GPA and send RFQs to respective team through Module.• Co-ordination with underwriters for quotes releasing, negotiation and claims.• Handing all types of proposal/policies ( Marine, Motor, GMC, GPA OMP, CAR, Fire and Burglary etc)• Negotiations on terms & conditions /Premium with brokers and underwriter to close the cases/deals.• Maintaining management information system report (mis) pertaining to Monthly RFQs received/worked upon with conversation.• To ensure timely bookings of closed/renewed cases in order to achieve the target on monthly basis.• Actively involved in the brokers meetings/interacting. • To take care of brokerage releasing of all the brokers on time.• Actively involve in all case from pre sales to post sales and claims.• To ensure timely dispatch of invoices/ policies/endorsements/Held cover letter.• Render service to all set of brokers by resolving their issues, providing desire/agreed details on monthly basis.• To ensure the registration of claim, providing all the relevant details to claims team of policy.• Co-ordination between clients and claims team till the claim settled/closed.• Provide the claims Mis on monthly basis of every client.Stood 2nd in I-Quest (Batch-1) in Bajaj Allianz. Show less