AKSHAY DHANAJI SURVE

• Handling Brokers
• Co-Ordinating for Global Policy Renewals(Zurich, Allianz) with HO Networking Team and Brokers
• Handling GMC/GPA endorsements, Query, Cashless and Reimbursement claim request
• Co-Ordinating with U/W for Quotes and Approvals
• Issuing Invoice, Held cover letters and Following Up for the payments with Brokers/Clients
• Non Motor, Health, Travel and Motor Policy Quote Creation
• Creation and Issuance of Non Motor Policies
• Motor Fleet Quotes
• Periodics MIS Reports to be sent to Team members to RM’s and Senior Manager (Booking, Reverts, Performance)
• Renewals Tracking/Follow Ups
• Share timely brokerage and Rewards Payout Statement with Brokers and Assistance for releasing the payment
• Co-Ordinating with Various department for Excess/Balance payment Refund in Client account

• Joined as a Data Entry Operator for the Andheri Mumbai SBU on February 5, 2018.
• Promoted on the company payroll on April 1, 2023, and transferred to Kalyan EBK as Marketing Executive.

Motor underwriting

• Follow up with the corporate team for additional coverage discounts, approvals.
• Preparation of Motor Retail Quotes.
• Quality Check of Motor Inspection Reports.
• Servicing agents and dealers in their day-to-day problems regarding motor policies and quotations.

Health and Non-Motor Underwriting

• Preparation of retail health and non-motor retail quotes.
• Follow up with the Corporate team for high-risk proposals and additional discount approvals.
• Generation of Health and Non-Motor Renewal Notices.
• Quality Check of Health and Non-Motor Policy Documents.

GMC and GPA underwriting

• Preparation of fresh, renewal, and rollover GMC and GPA quotes at the branch level.
• Addition and Deletion Endorsement premium calculation for GMC and GPA policy at the branch level.
• Follow up with the HO Underwriting team for additional discounts and additional coverages' approval.

Motor and Endorsement Creation and Issuance (Operation)

• Issuance of motor vehicle policy in online software (CRM and P400).
• Creations and issuance of motor endorsements in P400.
• Handling and coordinating with direct motor and non-motor customers.
• Handled walk-in customers at the branch.
• Providing training on CRM usage for policy creation at Intermediary Place.
• Agency URN creation.

Marketing Executive for 6 months at IFFCO Tokio GIC Ltd

• Achieved four months' targets as a marketing executive.
• Recruiting new agents.
• Coordinating and following up with agents on a monthly basis for renewal and fresh business.
• Sharing day-to-day business projection reports with respective branch heads and state heads.
• Keeping monthly renewal ratios.