Pawanjeet Singh Randhawa

• Oversaw business services sourced from numerous brokers, handling after-sales requirements
• Created tailored insurance quotes for numerous client proposals across various lines of business like Fire, Marine, GMC and Employee Compensation Insurance
• Enhanced sales by introducing new products to current customers
• Ensured renewal retention by effectively managing relationships with Brokers
• Facilitated growth of new slip generation by leveraging broker channel
• Managed end-to-end large corporate relationships, from slip generation to policy issuance and servicing

• Handling Team of 17 people
• Policy issuance of All Non motor policies
• Endorsement issuance of All Non motor policies
• Follow up with sales and underwriting regarding deficient proposal
• Assign the daily work between team members
• Handling Refunds of request received from Internal Sales team
• Provide Team training regarding the issuance.
• Checking and providing suggestions for changes to be done under Pre underwritten calculators by underwriter for sales team
• Handling all Sales and Underwriters queries
• Following up with internal IT team for necessary system changes and issues facing on day to day basis

• Handled Service Support Department : Retail Business Group and Corporate Business Group Services in Endorsements of all products and Renewal of Health Business, Average monthly volumes - 11000
• Managing team of 15 members including one Team Leader and 14 Executives and senior executives
• Weekly Channel meeting to discuss the challenges and resolved the issues.
• Monthly Review meeting with HOD on Channel services and discuss the channel expectations towards company
• Weekly meeting with team to review the performance and facing challenges to achieve the Targets
• Maintaining Daily TAT of policy issuance.
• Preparing Monthly Dashboard/MIS
• Compliances of internal sales teams and Channel Partners.
• Follow up with sales on daily discrepancies.

• Disbursement Process.
• Disbursement Cancellation Process.
• Legal preparation Process.
• Post disbursed document process.
• Customer service management.
• Insurance products MRTA / Chola / GI
• Subsidy cases process.
• Storage and Movement of Docket and Card Files.

Policy Administration

• Quality Check on the Inward Transactions to ensure receipt of mandatory document , mandatory fields
• Policy issuance on time and ensuring quality of documents
• Monitor pendency and defects on a daily basis.
• Endorsements – (Customer requests or defects), aim for zero defect culture
• Ensure underwriting guidelines are followed, responsible for compliance
• Quality Check on the Inward Transactions to ensure receipt of mandatory document , mandatory fields
• Hub and Branch Auditing
• Increase team productivity in transactional activities

NCB confirmation process for PAN india

• Arrange NCB confirmation on Rollover business of RGICL
• Update NCB confirmation of Rollover RGICL business in system.
• Arrange to dispatch the letters of all Falsified NCB cases to insured
• Provide NCB confirmation to Internal users and other Insurance companies.
• Update NCB recovery in system
• Coordinate with Renewal team for NCB updation on Renewal notice
• Coordinate with Claim teams to recover NCB on falsified cases before claim settle.

• Timely & Accurate Inward of proposals + Endorsement Request
• Quality Check on the Inward Transactions to ensure receipt of mandatory document , mandatory fields
• Banking – Ensure Timely handing over of Manual Pay In Slip to Cashier
• Ensure underwriting guidelines are followed, responsible for compliance.
• Ensure documents come within agreed time into office for processing.
• Taking care of Discrepancy and E covernote outstanding payments of Delhi region and all BSM’s responsible to report me for the same.
• Bank reconciliation.
• Branch Auditing

Policy Administration

• Policy issuance on time and ensuring quality of documents
• Quality Check ( QC2 ) , printing and outward
• Monitor pendency and defects on a daily basis.
• Document filing and storage – ensure document filing is done and stored properly. Archiving with NAX done regularly.
• Endorsements – (Customer requests or defects), aim for zero defect culture
• Cheque bouncing monitoring and policy cancellation