Aaron Mathew Saldanha

• Creating estimates on MediaOcean Application Print Toolkit and Print Buy Toolkit after MPA is signed
• Upon creating estimates now we create campaigns in another MediaOceans Application named PRISMA
• Based on the campaigns created we create Packages and placements for package basis the supplier
• Once the packages are created, we send them to the POC for approval
• After the package is approved, we export the trafficking sheet and run Macros which is pre-installed and update the trafficking sheet basis the information available in the blocking chart and creative matrix
• After creation of the traffic sheet, we send it to the Ad Ops team for approval
• Once approved the campaign goes live
• Reconciling Invoices for different suppliers for every quarter for the fiscal year (1st April to 31st March)

• Uploading and creating invoices for the Brokers in order to pay-out brokerage/commission accordingly
• Updating policy information in order to assist the Fiduciary team to carry out the pay-out process
• Working on endorsement in between of the policy year as per the instructions laid out by the broker
• Maintaining records by updating risk information
• Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers
• Handing E-closings process which includes the queries raised by the XIS-Team before premium pay-out
• Completing submission once the billing of the risk has been completed
• Dispatching invoices to the client once it is authorized so that the client is aware of the premium charged and review policy details.

Additional Responsibilities

• Attended training programs to deepen professional skillset and assisted in training fellow associates on existing and updated process.
• Responsible for Team quality checks as per set standards. Cascading the feedback for the team.
• Conducting one one-on-one meeting with an associate along with the Team lead for quality feedback, if necessary.
• Query handling for the team and helping the associates who are facing challenges while working.
• Responsible for conducting process training for new joiners and refreshers for the existing associates as and when required.
• Liaising with onshore team to have the queries resolved with respect to draft summary and highlighting the challenges we would face.

• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents
• Assisting Customers with the connection of Post-pay mobile connections and Order queries of their accounts
• Resolving Billing complaint charges of the customer
• Opening customer accounts by recording account information
• Maintaining customer records by updating account information
• Record details of inquiries, comments, and complaints Communicate and coordinate with internal departments
• Provide pricing and delivery information of the products
• Process orders, forms, applications, and requests.

• Processing Loss Runs for the insured company which helps them to review their losses for the policy period they chose
• Obtaining loss runs from the insured company and reviewing it
• Prepares summaries of insurance, schedules, and proposals as needed for account review
• Also preparing insured certificates before renewal of the policy they chose
• Verifies policy and change information, facilitating corrections when necessary
• Processes incoming email and mail requests, responding promptly and appropriately
• Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers
• This includes 120-day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal
• Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution.