Kaushal Modi

• Lead end-to-end pre-renewal and placement operations, initiating renewals 120 days in advance and ensuring timely completion.
• Manage broking platform setup, documentation control, and data accuracy.
• Coordinate with US/onshore teams, insurers, billing, and internal stakeholders to align placement strategy and client requirements.
• Review Client Demands & Needs, insurer quotes, and confirmations to ensure compliance and contract certainty.
• Oversee quote preparation, SPOE requests, cover binding, and confirmation of cover processes.
• Perform quality checks on invoices, sanctions screening, NOC reviews, Surplus Lines Taxes (SLT), and ad-hoc operational activities.
• Act as point of escalation, guiding team members, resolving issues, and ensuring high-quality client delivery.

Key Skills & Competencies:

• Strong knowledge of insurance operations, underwriting processes, and commercial property/liability placements

• High-quality client service delivery with strong attention to detail and compliance

• Effective stakeholder management with clients, insurers, and US counterparts

• Proficient in Microsoft Office, broking platforms, and intermediate data analysis

• Excellent communication, coordination, and process-driven execution

• Managed daily case allocation and attendance monitoring, ensuring compliance with company policies and procedures.
• Oversaw day-to-day operational tasks to facilitate the smooth functioning of business processes.
• Delivered impactful coaching to direct reports, driving high-performance outcomes and team development.
• Prepared comprehensive reports, including individual utilization trackers, management information (MI) reports, weekly presentations, and handoff data.
• Provided support and guidance to internal teams on operational procedures and best practices, fostering a culture of continuous improvement.
• Conducted process knowledge assessments to evaluate team understanding and adherence to operational standards.
• Processed insurance certificates for clients, ensuring accurate documentation and compliance with company policies.
• Delivered training on high-skill accounts to newly onboarded colleagues, enhancing their operational effectiveness.
• Determined, monitored, and processed requests from the US office, clients, and third parties for copies of Certificates of Insurance.
• Conducted regular process audits and inspections to ensure adherence to current work processes and identify areas for improvement.

Achievements

• Best Performance - Awarded by Chief Operating Officer of Marsh North American.
• Spotlight of the Month - Awarded by Operations Manager.
• Catalyst of the Month - Awarded by Team Manager.
• Quality excellence award for highest accuracy in H1 2024 - Awarded by Managing Director - Marsh Operations

Special appreciation insights

• Kaushal has exceeded production expectations by closing the highest number of cases in the team. He drives the completion of the maximum number of unknown clients received in the Northeast Zone with 100% accuracy. In August, Kaushal successfully obtained sign-off on OTIS, one of the most complex and critical clients in the Northeast. The Mumbai team has put in a lot of effort to get this client processed, and Kaushal has proven himself to be one of the pioneers in facilitating this transition. Well done, Kaushal!
• Kaushal is an active member of the team when it comes to handling clients where masters are not in use. He has delivered 100% production without compromising the quality of data. He has been very flexible in accommodating different sets of clients and has been proactive in communicating with onshore teams regarding master updates. He is also supporting the evening shift in January to assist with renewals. This award is to recognize every single effort that Kaushal puts in for the betterment of the process.

• Oversaw approximately 50 email communications daily, ensuring timely responses and effective information flow, which improved customer satisfaction ratings by 20%.
• Maintained accurate financial records, ensuring compliance with company policies and regulatory requirements.
• Processed an average of 100 financial invoices per week, ensuring timely payments and accurate record-keeping, which contributed to a 15% reduction in late payment penalties.
• Developed and delivered monthly Management Information System (MIS) and financial reports that supported decision-making and strategic planning, leading to a 25% increase in operational efficiency.