Experience

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  Icici prudential life insurance company limited

  Aug 2007 - Jul 2010

  Account executive

  • Branch underwriting of step to process (STP) cases of new business limit upto 10,00000/-• Preparation and maintenance of daily balance sheet (DBS).• Taking care of entire branch transaction reconciliation activities including receipting, EOD and cheque dishonour.• Maintain MIS with updated information.• ATS (Data Entry of Proposals).

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  Hdfc life

  Dec 2014 - May 2015

  Senior associate

  • Ensuring accuracy in processing • Achieving individual productivity & performance levels• Ensure nil pending cases in conversion & servicing• Coordination with Underwriters and Branch Operations Medical Team • Handling branch queries and customer related queries• Preparing and monitoring daily MIS report and data provided by back office on inbound / outbound calls• Policy Servicing• Processing Unit Linked instructions as per guidelines• Refunds processing and dispatch• Maintenance of all requisite processing records files and registers Show less