Devendra D Mhamunkar

• Work as Assistant manager in Client service and Placement team.
• Ensure timely and concise communication with key business partners and senior management.
• Collect mandate letter and KYC document from customer along with DATA in standard format.
• As per customer requirement prepare RFQ and sending to insurance company.
• Responsible to manage motor policy quotes and customer renewals.
• Responsible to share renewal notice with customer before due date and get renewed the policy.
• Responsible to manage GPA policy DATA collection and members endorsement.
• Responsible to manage GPA policy RFQ quote, endorsement addition and customer renewal on time.
• Responsible to manage GMC Policy DATA collection and endorsement for addition deletion.
• Responsible to manage individual customer for Mediclaim policy quote and renewal.
• In case of claim need to discuss with client and help them to register claim with insurance company and provide them support till the claim settled.
• Responsible to manage CD balance with co-ordination with customer and insurance company.

• Working in livestock insurance project:

1. Collect mandate letter and DATA from customer.
2. Generate Lead number on livestock application.
3. Arrange health checkup and tagging schedule with inspection team.
4. Monitor cattle inspection and after inspection inform to insurance company about for policy issuance.
5. Manage claim process with claim team and co-ordinate with customer.
6. Responsible to manage cattle DATA and their CD balance customer wise.
7. Co-ordination with customer for new lead DATA.

Co-Ordinate with Under Writers, Marketing Team & clients to clear the discrepancy regarding Marine Policy Issuance.

Handling Policy Issuance of Marine Property & Eng. Products.

Handling Endorsement and Refund process.

Conducting UAT’s regarding New changes & Reporting to it IT team

Attending various Training session to update myself.

Preparing Weekly & Monthly MIS regarding issued Policies, Discrepancy & Refunds and Publishing to team on Weekly & Monthly basis.

Handling Co-Insurance Portfolio for Marine Product

Handling Upload Process of Singe Transit Policies which are Issued at Intermediary site on Weekly basis

Handling Cheque’s receipting & Reporting MIS on Weekly Basis.

Handling customer queries relating to Marine Product at branch level.

Handling Endorsement in system and world document.

Preparing, generating and sending the Daily MIS regarding policy issuance in our Software.

Processing of applications & forward them to the respective insurance companies.

Responsible for IRDA Certification and ID creation for Agents, Dealers, DSA & Brokers

Coordination with Underwriters for getting premium quotes.

Handling Quality Check Process (QC) in System Entry and reporting to Error Report to the team on daily basis.

Handling System Entry of ICICI Life forms accurately & Error free and Reporting MIS to the team on daily basis.

Scrutinizing the Insurance Application forms as per KYC and Company Guidelines.

Maintenance of Customer client service Status and Update the MIS to the team on Daily Basis.

Maintaining the Service Card on Daily Basis

Maintaining Record of Aqua Guard clients details and Update the Status of their Complaints.

Handling company Stock MIS and Update and reporting the same to team on Daily Basis.

Tracking Renewal Contracts and keep update the Marketing team.

Maintaining Client details and update the Customer Master on daily basis.

Tracking / Maintaining of Dispatch details and Report the Delivered & Undelivered Courier details with Reason.

Maintained attendance & salary record of office staff.

Looking after office expenses and the properties that are to be used for offices.