Julia Sequeira

• Managing, servicing and maintaining a huge portfolio of over 2000+ policies to re-instate, creation of pre-renewals. Policy Renewal or placement tasks with different insurers lead function.
• Thorough knowledge about Marine, Business Pack,Commercial Insurance policies and completed Insurance Trade Cycle.
• CGU,VERO,ALLIANZ,LIBERTY have been some of the lead insurers to work with.
• Revenue based tasks completed over and above $100m.
• Acting as the main interface between the broker and organization to ensure an optimal level of service is always provided in means of various document construction.
• New client onboarding, Insurance Declaration, Claims, Cancellations, Endorsements, Provider Setup are the few end-to-end tasks processed.
• End to end processing of claims, affinity, regional transactions.
• Working closely with brokers to understand clients' requirements for multi billing documents.
• Created and updated operational documents in our database records.
• Reviewed operations performance by creating Performance reports.
• Collaborate with cross-functional teams to support during peak work volumes.
• Servicing brokers/client to a high standard.
• Handling team queries and from various other departments and meeting SLA's.
• Share the work completion, quality & audit report with stakeholders and directors and timely maintaining performance report of the team.
• Training and knowledge development of new joiners, juniors, analyst employee of total 38 members across Australia/New Zealand.
• Deliver all BAU reports to the aligned group seamlessly.
• Maintain and enhance the existing dashboards/ reports.
• Understand the ad-hoc requirements and deliver seamlessly.
• Adhered to predefined parameters in terms of quality and timeliness of work.
• Actively participated in key process improvement/operational initiatives.

Software Application: JIRA, M360, Camunda, Olive, XERO, JRS, eGlobal, iMap, OnePlace SharePoint.

Projects Executed: Lead 7+ Client Migration/Process Migration from Australia & New Zealand to India Marsh.

Take-Up, CANSYS, Micro SME, Remarketing, MMB Billings, Ad-hoc requests, Nutrien were the few projects transmitted from Australia/New Zealand to India via virtual discussions.

• Working on back office and middle office processes for financial institutions
• Handled different stages of client/product life cycle across stages - KYC, reference data management, legal docs, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, tax operations etc.
• Worked on Data capture, data processing, system inputs and updates, reconciliations, settlements and fund transfers
• Preparation of reports using MS Excel
• External interaction with counterparties/clients to solve queries and discrepancies related to the process. This could be telephonic or through emails
• Risk identification and escalation, timely escalation of outstanding issues to clients
• Working on various trade support activities across the Trade Lifecycle like Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade position, Report generations, Settlements of Cash Flows coming from various trading events like Interest or Premium & Operations.
• Working on other capital market operational tasks other than Trade Life-cycle support like Reference Data support, Regulatory reporting (Swaps & various front-office and back-office reconciliations).
• Knowledge about various financial products including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Swaps, Commodities Derivatives (e.g. Corporate and Treasury Bonds).

Software Application: GMI, IDEM, Tableau, Microsoft Excel.

• Maintaining tax-related documents and data
• Entering client data into tax software
• Performing transaction-based analysis and compliance tasks
• Reconciling tax returns with expected results
• Assisting CS/CA in various tax projects.

Software Application: ITR, Income tax website, TDS.