Experienced professional with Twelve years of work experience including 3 years in the insurance industry. Skilled in gathering information, maintaining accuracy in documentation and facilitating efficient workflows. Excellent PC skills, particularly in MS Office, VMware and Windows APP.
Work closely with UWs/Brokers on end to end transactions of an account/policy holder.
Creating policies as per the approved binders and requirements.
Creating Binders and Risk summaries per the insurance policy requirement for the Insured.
Creating GL XS policy submission cards in IMS.
Processing endorsement requests from insurance broker.
Timely follow-up of pending policy subjectivities with insurance brokers.
Handling Loss Run requests from Insurance brokers.
Inspection ordering to analyze various project risks involved in the insurance provided.
Sending NOC (Notice of Cancellation) to Insurance brokers.
Report insurance policy due for renewal to UW in advance.
Customer Relationship Executive
NCS Finance Pvt. Ltd.
07.2022 - 07.2023
Managed foreign currency transactions and facilitated Western Union money transfers.
Preparing Loan Applications, Loan Takeovers.
Collection and Closure of Deposits and Loans.
Analyze and interpret financial data.
Bank Reconciliation & Insurance.
Accountant
Dev Insulation
01.2018 - 02.2022
Journalised daily transactions to ensure accurate financial records.
Prepared cash and bank payments and receipts to maintain liquidity.
Maintained files and reconciled bank statements to ensure financial accuracy.
Accounts Officer
Elite Communications
03.2017 - 12.2017
Oversaw account activities by scrutinizing entries, reviewing ledger accounts, completing closing entries, and preparing accurate account statements.
Managed daily financial, accounting, administrative, operational, stores, and procurement activities to ensure smooth operations.
Performed inventory, supplier, and bank reconciliations to ensure accuracy and compliance.
Sr. Account Assistant (Grade1)
JSF HOLDINGS (P) LTD
12.2013 - 10.2016
Managed sales tax return, TDS return, service tax and excise returns, and issued various statutory forms to ensure compliance with regulatory requirements.
Prepared cash flow statement and summary reports to inform financial decision-making.
Analyze all expenses and make monthly and weekly reports.
Preparation of Sales reports, payroll management and various MIS reports to the management.
Checking daily reports, reporting and supervision, statutory works such as EPF, ESI, Labour department and other Government department returns.