Akhilesh Joshi

Assistant manager with over 14 years of US P&C insurance experience specializing in knowledge transitions, overseeing multiple support services and driving business growth. Strong commitment to excellence, continuous learning, achieving success in challenging and dynamic environments. Adept at underwriting, quality assurance and process optimization by implementing cross-functional training initiatives, fostering collaborations among teams, and conducting thorough business metric reporting and reviews with teams, clients & stakeholders.

• Certification in AINS 101 and 103.
• Certification in the Train the Trainer program.
• Successfully completed 4 knowledge transitions.
• Revamped the training plan and reduced the training duration from 36 to 28 weeks.
• Handled 6 training batches with 95% plus validation scores.
• Earned multiple monthly and quarterly awards for delivery excellence.

• Nationwide Submission/Quotes Automation:- Participated in automation project for digitization of property/package submissions/quotes using Cap.AI & Gen.AI approach. Created sample ACORD forms, PPT's, emails etc. to mimic the feeds received from broker to initiate the journey. Advised automation team on coverages, quoting information & risk parameters to be considered for rating. This helped the automation team to test multiple samples and speed up the overall process.
• Pro-rata premium tool enhancement:- Worked with excel rater team to create a provision for various calculations under single tool. Our team used traditional calculator or excel sheets to determine driver's age for rate classification, ageing of accidents/violations for applying correct level of discounts and vehicle ageing based off model year which led to errors/premium impact. Inclusion of all calculations at one place helped team to avoid errors and time saving.
• Mail-merge macro for letters:- Worked on creating a macro with automation team for sending out 45 days endorsement letters to insureds in a pre-defined format. Insured's details were directly captured from the excel sheet with narratives and sent out using mail-merge function.
• Reinstatement premium Undercharge:- Worked on developing a manual reinstatement premium calculation guide post collaboration with onshore & excel raters team. For reinstatement with lapse requests, dates were provided as per system payment feed and team used to input same into the pro-rata calculator where 1 day less was considered, hence undercharge. Found this gap by calculating per day premium for car insurance and created a guide to use 1 day extra while doing pro-rata calculation for reinstatement requests.