AJI P VARGHESE
Trivandrum
Summary
Dynamic professional with a proven track record in insurance operations and service delivery, notably at Allianz Services. Excelled in policy administration and project management, enhancing team efficiency and client satisfaction. Skilled in both strategic oversight and fostering team engagement, demonstrating exceptional leadership and analytical capabilities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Expert – Insurance Operations
Allianz Services
Trivandrum
05.2018 - Current
- Responsible for the timely and effective execution of tasks and activities related to Policy Administration Contract management
- Issue new/renewal policy contracts and documentation
- Administer contractual updates/Admin update/Policy termination
- Turnover declarations, Premium calculations and Premium base chasing/Dunning (SAP)
- Follows up and reports on team SLA and KPI
- Daily Workflow Management
- Generate regular/ad hoc report
- Preparation of invoices for policy premiums and fees
- Bonus/Malus Calculations
Senior Insurance Operations specialist
Allianz Services
Trivandrum
02.2016 - 04.2018
- Daily queue assignment and managing umbrella support mail box with policy administration work
- Issue new/renewal policy contracts/Mid-term Amendments
- Training for new hires
- Provide timely feedbacks and review the tasks completed
- Assisting Team Lead for KPI reporting and monthly admitted excess close report
- Handling underwriter’s queries and resolving their issues
- Preparing monthly Pre-renewal list to underwriters
- Responsible for maintaining process update files and emails
- Coordinating team engagement activities
Admin Cum Accountant
PAAMA International Group
11.2014 - 12.2015
- Preparing and analyzing accounting records and financial statements and reports
- Ensure transactions are properly recorded and entered into the computerized accounting system
- Ensure financial records are maintained in compliance with accepted policies and procedures
- Valuation of company assets and liabilities
- Supervise client services and respond to client inquiries
- Maintained and updated client’s database
Senior Analyst
Sutherland Global Services
Kochi
10.2012 - 10.2014
- Review New and Renewal Business requests as well as certain endorsements in order to determine insurability based on corporate standards and guidelines
- Assembling required documentation for processing and underwriting on each insurance policy
- Providing weekly reports to the client
- Responsible for maintaining daily office routine phone, filling, maintaining mail log and client data base files
- Analyze and interpret insurance coverage policies, procedure and reports
Education
MBA - Finance and Marketing
Nehru School of Management
01.2012
B.com - Computer Application
Marthoma College
01.2009
Skills
- Service Delivery
- Insurance Operations
- Policy Administration
- Project Management
Certification
- Excel Advanced (Udemy)
- Project Management Foundations (LinkedIn Learning)
- Learning Data Analytics (LinkedIn Learning)
- Lean (Training)
- Generative AI (Training)
Awards
- Allianz_OSKAR - All Rounder, 01/01/23
- Allianz_OSKAR - All Rounder, 10/01/22
- Allianz Excellence Circle (ACE) - Delivery Excellence Champion, 01/01/21
- Allianz_ Annual Award (Medal), 01/01/17
- Allianz_Inspire Awards
Languages
- English
- Hindi
- Malayalam
- Tamil
Personal Information
- Passport Number: H7918759
- Date of Birth: 05/27/89
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the above-mentioned information is true and correct and I bear the responsibility for the correctness of the above-mentioned particulars.
Timeline
Expert – Insurance Operations
Allianz Services
05.2018 - Current
Senior Insurance Operations specialist
Allianz Services
02.2016 - 04.2018
Admin Cum Accountant
PAAMA International Group
11.2014 - 12.2015
Senior Analyst
Sutherland Global Services
10.2012 - 10.2014
MBA - Finance and Marketing
Nehru School of Management
B.com - Computer Application
Marthoma College
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