Anju U R
Team Lead - US Insurance
Trivandrum
Summary
PROFESSIONAL SUMMARY
Driven by background in leading teams with overall 7.5 years of experience and 5.5 years of experience in P&C insurance on fast-paced environment, with focus on fostering collaboration and achieving project goals. Developed skills in communication and conflict resolution, aiming to transition into new field where these strengths are applicable. Seeking opportunities to leverage transferable skills in dynamic and results-oriented setting.
Overview
9
9
years of professional experience
4
4
Languages
Work History
Team Leader - US Healthcare Insurance
First Source Solutions Ltmited
03.2024 - Current
- Managing a team of 28 peoples, set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team member's skills through targeted coaching sessions, resulting in improved individual performance.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Fixing CPH, Client handling, Allocation of daily task and ensuring quality and productivity in deliverables.
- Dealing with client call on daily basis , preparation of performance and quality deck, presentations amd escalation handling.
Team Leader - P &C Insurance
Way Dot Com
01.2021 - 03.2024
- Insurance underwriting (US insurance), which includes quoting new policies, calculating monthly premiums, selecting appropriate plans for customers, and conducting policy compliance checks.
- Online binding through the company's binding platform.
- Analyzing various insurance policies and suggesting suitable plans to customers via mail and SMS.
- Analyzing and calculating premiums for new business, renewals, endorsements, and cancellations.
- Reporting to the team manager regarding the daily production and performance of team members.
- Managing Insurance underwriting team of 6 members, Allocation of daily work, Developing KPI for the team, Analysis of KPI report and publishing dashboard based on requirements.
Senior Insurance Operations Specialist
RR Donnelley
01.2017 - 06.2019
- Processing of Renewals, New business, Cancellations, Reinstatement, Rewrites and Endorsement (P& C Insurance, Commercial Insurance) of policies.
- Claims analysis, identifying reason for claims, invoicing settlement amount to customers, cliam adjudications.
- Verifying insurance documents, update insured's account based on updated documents, updating coverage details and invoicing premiums.
- End to end policy binding process, updating the insured's data base and publishing dashbords based on daily process.
Education
MBA - Finance and Marketing
SNGIST
Ernakulam, India03-2015
BBA - Accounting and Finance
University Institute Of Technology
Kollam, India03-2013
High School Diploma -
GHSS Chithara
Kollam, India 04.2001 -
Skills
- Team management
- Leadership
- Client handling
- KPI fixing
- Communication
- Conflict handling
- Flexible & adaptive
- MS Excel, Word, PPT, Outlook
- Zoho CRM
- Tally Prime (GST & VAT)
- Data Interpretation & Analysis
- Payroll/Budgeting
- Financial statements preparation
Accomplishments
- Industrial study on latex production (Kurian Abraham PVT LTD, Nagarcovil)
- Project Study on Non-performing asset analysis (IOB Bank)
- Star of the month award
- IFRS Course Certification
- Tally prime certification
Personal Information
- Date of Birth: 05/15/93
- Marital Status: Married
- Nationality: Indian
Timeline
Team Leader - US Healthcare Insurance
First Source Solutions Ltmited
03.2024 - Current
Team Leader - P &C Insurance
Way Dot Com
01.2021 - 03.2024
Senior Insurance Operations Specialist
RR Donnelley
01.2017 - 06.2019
High School Diploma -
GHSS Chithara
04.2001 -
MBA - Finance and Marketing
SNGIST
BBA - Accounting and Finance
University Institute Of Technology
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