Summary
Overview
Work History
Education
Skills
Personal Information
Accomplishments
Timeline
Generic
Aman Vohra

Aman Vohra

Delhi

Summary

MBA (Finance & Marketing) professional with 8+ years of experience in Insurance & Reinsurance Industry targeting assignment as Lead in Financial services and Information Technology.

Overview

9
9
years of professional experience

Work History

Assistant Manager

Genpact India Pvt. Ltd.
Gurugram
12.2022 - Current
  • Working as a Technical Accountant with US client (Swiss Re) to get the transitions and other projects successfully completed and implemented at Genpact site.
  • Monthly catch up with Onshore clients to represent the dashboard data with a detailed overview of the monthly SLA's.
  • Generating monthly reconciliation report for different books of business and working with broker to get the discrepency resolved & ensuring metrices to be met on time. (Region - US & Canada)
  • Keeping a track of Invoicing/billing to be sent out to the brokers for the premium payments.
  • Working on cash to be applied properly in Swiss Re application - PINJ.
  • Knowledge of ERP Systems - SAP, Point In J (PINJ), Power BI.
  • Proficient in Microsoft Excel, Powerpoint & Sharepoint.

Sr. Financial Analyst

Accenture
Gurugram
05.2019 - 12.2022
  • Preparing Invoicing and payments to Reinsurers/Brokers till the process of cash disbursements
  • Reviewing Billings/Statement of accounts for various policies
  • Preparing forecasting report
  • Updating Invoice log and Cash Log for each payment received
  • Processing cash disbursements – Premium payment to the clients via SAP (R3P, FPE1 & FPL9)
  • Processing Cash application every month end for each payment made
  • Proving payment back-ups/wire support to the cleints/markets as a payment proof
  • Marking off the cash balances paid in the ledger application – MSA mainframe
  • Following up with the Underwriter and Market/Clients to get the bookings done in our system
  • Working on CRUIS application to check the bookings of the policies.

Process Associate

EXL Services Pvt Ltd.
Gurugram
03.2017 - 05.2019
  • Worked on different types of Claims - Workers Compensation, Property & Auto claims
  • Process claims according to the processing guidelines
  • Processing claims under ‘claim center' tool/application and generating the claim# which is further sent to claim adjuster
  • Claim documents include : Policy details, Insured info and loss & cause of incident.

Analyst

Xceedance Infotech Pvt. Ltd.
Gurugram
07.2015 - 09.2016
  • Working on business units like Property & Casualty
  • Preparing Submissions & Quotes on Excel spreadsheet using various policy information
  • Submission info include – Policy details, Insured name , submission # , Total insured value(TIV), status of the policy etc
  • Handling client queries related to policy details over email
  • Like : Policy details , Broker & TIV
  • Underwriting support with Submissions, Quotes,and Endorsements.

Education

MBA - Finance

Bhagwan Parshuram Institue of Management
07.2015

BBA - Management

SGTBIM & IT
06.2013

Skills

  • Transitions, Reconciliation, Payments and Reporting
  • Dashboard & Power BI
  • Invoicing and Billings
  • Cash Apps
  • Task Delegation
  • Claims
  • Insurance and Reinsurance
  • Accounting
  • Software

Personal Information

DOB : 6th April 1992

Languages Known : English , Hindi & Punjabi.

Conatct# : +91 7838020620

Accomplishments

  • Victor Award for successfully executing multiple transitions at Genpact.
  • Certificate of achievement for qualifying star performer in Accenture.

Timeline

Assistant Manager

Genpact India Pvt. Ltd.
12.2022 - Current

Sr. Financial Analyst

Accenture
05.2019 - 12.2022

Process Associate

EXL Services Pvt Ltd.
03.2017 - 05.2019

Analyst

Xceedance Infotech Pvt. Ltd.
07.2015 - 09.2016

MBA - Finance

Bhagwan Parshuram Institue of Management

BBA - Management

SGTBIM & IT
Aman Vohra