Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Aditya Yadav

Lucknow, Uttar Pradesh, India

Summary

I am a detail-oriented insurance professional with a strong foundation in annuities policy management and financial operations. I bring experience in policy validation, regulatory compliance, and fund tracking using tools such as Salesforce, BPC, and FAST. My ability to collaborate with cross-functional teams and prioritize tasks makes me well-equipped to support broking and underwriting teams in the property and casualty domain. I am adept at handling data-driven processes, engaging in client communication, and ensuring accurate documentation for insurance operations.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Insurance Executive - Annuities/Compliance Support

Exl
Noida
01.2024 - Current

▪️Validate and process insurance policies with a focus on accuracy, compliance, and documentation using Salesforce, BPC, Excel, and FAST. Support underwriting and fund management processes by analyzing policy terms and handling transactional updates. Ensure timely tracking of policy lifecycles, and collaborate with internal teams to resolve discrepancies and meet SLA expectations.

▪️ Collaborated with policy support teams to streamline endorsement updates and track renewals.

▪️ Ensured data integrity while working closely with compliance and reporting teams for audits.

▪️Drafted reports and communicated findings through email and team huddles.

Education

BBA - Business Administration And Management

University of Lucknow
Lucknow,India
08-2023

Skills

  • Insurance Domain – Annuities, P&C (Theoretical Knowledge)
  • Financial Operations
  • Policy Documentation Problem-solving
  • Monitoring performance
  • Operations Management
  • Workflow Management
  • Strategic Planning
  • Policy Endorsements & Renewals
  • Stakeholder management
  • Salesforce CRM, FAST, BPC, MS Excel

Affiliations

Certificate of Appreciation
DLF Engage - Forest Cleanup Drive, OBS, Delhi
August 2024
Volunteered in a community-driven environmental initiative focused on restoring local green spaces. Contributed to forest cleanup efforts, promoting sustainability and environmental awareness.

Certification

  • Get Job Ready: Power BI
    Codebasics
    Issued May 2024
    Completed a comprehensive course covering data analysis, visualization, and dashboard creation using Power BI.
  • Excel: Mother of Business Intelligence
    Microsoft Excel
    Issued January 2024
    Gained proficiency in advanced Excel functions, data management, and business intelligence tools.

Timeline

Insurance Executive - Annuities/Compliance Support

Exl
01.2024 - Current

BBA - Business Administration And Management

University of Lucknow

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