ANURAG SHARMA

· Preparing RFQs, Providing quotations for all New and Renewal as well as Market renewal businesses.

· Regular meeting up with clients/insurers to understand their need and keeping up healthy relationship with them.

· Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

· Educated customers about Insurance Product or Service options and processed purchases.

· Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.

· Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

· Developed and cultivated lucrative relationships with both new and existing clients through effective communication and interpersonal skills.

· Prepared internal and regulatory financial reports, balance sheets and income statements.

· Complied with established internal controls and policies.

· Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

· Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.

· Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.

· Review of claims on a regular basis to maintain the hygiene of the accounts.

· Scrutiny of all Insurance Policies.

· Familiar with NAV (Navision) software.