Sanchit Pruthi

Experience

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  National Transportation Associates, Inc.

  Jan 2020 - Jan 2021

  Policy service specialist

  • Reviewed driver information to determine eligibility for policy addition, maintaining compliance with underwriting guidelines. • Assessed clients’ safety scores and DOT (Department of Transportation) scores to ensure compliance with safety standards and underwriting requirements. • Added trucks and other commercial vehicles to policies, ensuring proper coverage and documentation. • Completed additional insured endorsements, verifying coverage requirements and maintaining detailed records. • Assisted underwriters by providing necessary documentation and supporting risk assessments for policy approvals. • Analyzed client risk profiles to recommend appropriate policy adjustments and endorsements. • Communicated with clients to explain policy changes, coverage options, and underwriting decisions clearly and professionally. • Collaborated with underwriting and claims teams to resolve policy discrepancies and improve workflow efficiency. • Maintained accurate and organized records of policy changes, endorsements, and client communications. • Ensured compliance with industry regulations and company policies when processing endorsements and policy modifications. • Utilized policy management software and systems for efficient processing and documentation of endorsements. Show less

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  Links Insurance Services

  Jan 2021 - now

  Accounts Manager/Producer at links insurance services inc

  • Addressed customer service issues with carriers• Maintained direct communication with clients, producers, and management, while assessing risks andupdating customer information in the management system• Conducted comprehensive reviews of client accounts for appropriate limits and coverages• Managed the renewal process by reviewing forms, obtaining renewal information, and marketingaccounts when necessary• Expertly completed applications for new business and liaised with underwriters and brokers for clientneeds• Facilitated the processing of policies, endorsements, certificates, and ensured timely communicationwith clients for coverage adjustments• Handled invoicing, collected payments, arranged premium financing, and managed applications,corrections, endorsements, and cancellations• Provided valuable support to producers in obtaining, maintaining, expanding, and servicing accounts,particularly in the management of commercial accounts for quoting, changes, renewals, certificates,coverage review, billing, and claims. Show less