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
06.2022 - 01.2024
- 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
10.2020 - 03.2022
- 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
11.2019 - 10.2020
- 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
05.2019 - 08.2019
- 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)
06.2022 - 01.2024
ADMINISTRATION EXECUTIVE AND ACCOUNTS ASSISTANT
BALT India Pvt Ltd
10.2020 - 03.2022
ADMINISTRATIVE EXECUTIVE
CBRE-MAERSK LINE
11.2019 - 10.2020
Assistant Manager (Marketing/Sales)
MATZ Consultancy
05.2019 - 08.2019
B.Com -
Gurukul College of Commerce, Mumbai University
HSC (Commerce) -
Gurukul College of Commerce
SSC (General) -
R.N. Gandhi High School
Similar Profiles
Yuliya TsymbalavaYuliya Tsymbalava
Stay At Home Mom at WashingtonStay At Home Mom at Washington
AMANDA ROBINSONAMANDA ROBINSON
Team Leader at WashingtonTeam Leader at Washington
Quintara JenningsQuintara Jennings
Account Associate at Flood And Peterson DBA Centerpoint Insurance GroupAccount Associate at Flood And Peterson DBA Centerpoint Insurance Group