Chanchal Shukla
Mumbai
Summary
Analytical BIlling and Underwriting proficient in information gathering, report preparation and data compilation capabilities. In-depth knowledge of insurance coverage forms, procedures and policies. Accommodating and logical individual skillful in creating customized requests for each client.
Overview
5
5
years of professional experience
Work History
BILLING & UNDERWRITING SPECIALIST
Stellar Management Inc. DBA PALTA Insurance Group (Washington)
Mohali
2022.06 - 2024.01
- Assume the responsibility of receiving and sorting incoming payments with attention to credibility
- Manage the status of accounts and balances to identify inconsistencies
- Check the validity of Debit Accounts
- Update accounts receivable database with new accounts or missed payments
- Ensure all clients remain informed on their outstanding debts and deadlines
- Write thorough reports on billing activity with clear and reliable data
- Create various accounting reports of commission for the Company and employees
- Keep a track of company revenue debts and collect the amount accordingly
- Keep Clients updated of their policy cancellations and payments and solve their queries on billing.
- Reviewed and evaluated loan applications for accuracy, completeness, and conformance to underwriting guidelines.
- Reported issues in a timely manner with accurate descriptions and steps to reproduce them.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
ADMINISTRATION EXECUTIVE AND ACCOUNTS ASSISTANT
BALT India Pvt Ltd
Mumbai
2020.10 - 2022.03
- Booking Vouchers in Tally for PAN India
- Handling Petty Cash and Expense vouchers
- Handling invoices and payments of Airline tickets
- Verifying GST amount on Invoices
- Filing of Accounts and helping the Accounts department in day to day operations
- Filing ITC and maintaining a record for HSCN/SAC and working on the same with Tally
- Assisting the HR team with recruitment, on-boarding and termination processes
- Assisting Human Resources, Accounts Payable and Customer Relationship on a given project specific basis including documentation
- Manage Front office desk, keeping a check of the office premises and highlighting the issues observed
- Managing Client's visiting schedule at office - planned and real time
- Managing Inwards and Outwards courier (National/International) and maintaining a log on daily basis
- Managing stock of stationary supply, pantry consumables, office maintenance and preparing/submitting month end report for the same
- Managing/Organising official events and presentations at Office premises or Hotels.
ADMINISTRATIVE EXECUTIVE
CBRE-MAERSK LINE
Mumbai
2019.11 - 2020.10
- Assisting clients in finding their way around the office
- Helping maintain workplace security by issuing, checking, and collecting badges as necessary and maintaining visitor logs
- Assisting with a variety of administrative tasks including copying, mailing, taking notes, and making travel plans
- Preparing meeting and training rooms
- Answering phones in a professional manner and routing calls as necessary
- Assisting colleagues with administrative tasks
- Performing ad-hoc administrative duties
- Answering, forwarding, and screening phone calls
- Sorting and distributing mail
- Follow up with vendor for Quotation, Invoice, Material Delivery, and Rejection of Materials
- Hiring, managing, and developing the junior administrative team
- Scheduling appointments
- Managing Inward & Outward courier Reports on Daily Basis
- Managing stock Register/Consumption report for stationery, pantry, CCD, maintenance and sharing report at the end of the month
- Organizing events, celebrations in hotels or in office premises
- Taking meeting rooms booking & blocking it name tag, testing everything id functional in meeting room
- Daily fruit ordering & keeping a record in excel
- Maintaining daily PAN INDIA fruit consumption spreadsheet
- Events Co-ordinating - Food/Snacks/Breakfast/cake, Bouquet arrangements, greeting cards and any other request received from Mumbai Branch.
Assistant Manager (Marketing/Sales)
MATZ Consultancy
Mumbai
2019.05 - 2019.08
- Responsibility of opening and closing office as per office hours by maintaining a spare set of office keys
- Drafting Email on behalf of my manager
- Vendor Management
- Handling Petty cash to make arrangements of snacks for clients, vendors and other needs of the office employees
- Handling Housekeeping and Decorum of the office, making sure that the office and the Manager's cabin is clean and hygienic and manager's stationery supplies are available on his desk
- Sending DPR (Daily Progress Report) of the work done by collating all the data from other employees and reporting the status of petty cash on daily basis
- Performing MIS activities.
Education
B.Com -
Gurukul College of Commerce, Mumbai University
01.2019
HSC (Commerce) -
Gurukul College of Commerce
01.2015
SSC (General) -
R.N. Gandhi High School
01.2013
Skills
- Flexible Scheduling
- Staff training and development
- Quick learner, Dependable and Reliable
- Sound Knowledge of Microsoft OFFICE SUITE, Primarily Advanced MS Excel and Data Validation
- Tally
- Working with Insurance Database and Accounting software (NowCerts, Xero Accounting etc.)
- Working with various American Financial Business Portals like IPFS Corp., Standard Premium Finance, First Insurance Funding Corp., Shield Funding, Transax Pineapple etc.
- Typing Skills - 30 WPM
- Time Management Skills
- Excellent Communication Skills
- Effective Team Player
- Team Leadership
- Operations Management
- Commercial insurance
Accomplishments
- Strategy making and implementing helped in increase of Sales and Profit of Individuals and subsequently of the company as a whole.
- Regular transaction checks lead to zero lags in Client payments and Company Accounts.
- Improved Relationships with Clients and Associates.
- Helped Sales Team with Insurance quotes with respect to various companies and their payouts as per insurance1 plans.
- Selected to help coach new recruits.
- Accomplished Zero Error in policy binding process leading the Dept
Personal Information
- Date of Birth: 04/08/97
- Gender: Female
- Nationality: Indian
- Marital Status: Single
- Religion: Hindu
Languages
Hindi, English, Marathi
Disclaimer
All the information furnished above is true to the best of my knowledge and belief. I am willing to produce original certificates and documents on demand.
Timeline
BILLING & UNDERWRITING SPECIALIST
Stellar Management Inc. DBA PALTA Insurance Group (Washington)
2022.06 - 2024.01
ADMINISTRATION EXECUTIVE AND ACCOUNTS ASSISTANT
BALT India Pvt Ltd
2020.10 - 2022.03
ADMINISTRATIVE EXECUTIVE
CBRE-MAERSK LINE
2019.11 - 2020.10
Assistant Manager (Marketing/Sales)
MATZ Consultancy
2019.05 - 2019.08
B.Com -
Gurukul College of Commerce, Mumbai University
HSC (Commerce) -
Gurukul College of Commerce
SSC (General) -
R.N. Gandhi High School
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