Summary
Overview
Work History
Education
Certification
Timeline
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Pooja Shiravale

Pooja Shiravale

Senior Reinsurance Analyst
Mumbai

Summary

A goal-oriented Reinsurance Senior Analyst with two years of experience maintaining client relationships and resolving issues on time. Highly organized individual who can multitask and work well both independently and as part of a team.

Overview

2
2
years of professional experience
2
2
years of post-secondary education
3
3
Certifications

Work History

SENIOR REINSURANCE ANALYST

GUY CARPENTER - MARSH & MCLENNAN
07.2022 - Current
  • Onboarding a new trading partner. (Direct Client, Underwriter, MGA -Client & market, Third party provider & Insureds)
  • Document maintenance such as Name address request form, Certificate of incorporation (for Direct clients), Copy of Slip (for Insureds), Bank Details, Latest financials statements & License (for Underwriter) before adding a any new trading partner in the system to satisfy compliance standards and for auditing purposes
  • Modification of an existing trading partner (its name and address change.
  • Modification and adding of additional contacts to Open Twins for NASA, APAC, and LATAM regions.
  • Modification and adding of new of parent/owner.
  • Maintaining client relationships by providing timely information and addressing any concerns promptly.
  • Reviewing the sanctions of a business unit prior to onboarding.
  • Analyzing acquisitions, business transfers, and mergers for maintaining proper record compliance with legal and company compliance with the Guy Carpenter systems, such as Master Data management (MDM), Companies & Contacts (C&C), Open Twins, GC marketplace (GCMP), and Open twins APAC (formerly known as GRAIL),
  • To keep all of the documents revived by the broker and the initial requester, approval from compliance, along with the before and after alteration prints in the system, to the final confirmation email for each request in the common GC repository tool for future and audit requirements.These documents are maintained using VSTS and Enterprise Content Management (D2).

ACCOUNTS EXECUTIVE

COLO VENTURE
1 2020 - 5 2020
  • Managing the account's budget and invoicing the client
  • Follow up with clients regularly to ensure needs are being met and identify opportunities
  • Maintain a database of clients, prospects, partners, and vendors.

SUMMER INTERNSHIP (FRONTDESK EXECUTIVE)

JANAKALYAN SAHAKARI BANK
5 2018 - 7 2018
  • Engaging with clients about their pass book transactions and collecting their cheques

SENIOR PIS EXECUTIVE

G.P.KAPADIA & CO.
8 2020 - 07.2022
  • Data entry of customer and account information from source documents within specified timeframes
  • Create reports, save finished tasks in assigned locations, and execute backup procedures
  • Address inquiries for information and retrieve pertinent files
  • Reconciliation of demat accounts
  • Update client master records
  • Handle permission closures

Education

HIGHER SECONDARY, LALA LAJPATRAI COLLEGE, UNIVERSITY OF MUMBAI
INDIA
07.2014 - 05.2016

SECONDARY SCHOOL, SHARDASHRAM VIDYMANDIR HIGH SCHOOL
INDIA

BACHELORS IN BANKING AND INSURANCE (BBI) -

VIDYALANKAR SCHOOL OF INFORMATION TECHNOLOGY, UNIVERSITY OF MUMBAI
India
04.2001 -

ADVANCE EXCEL & TALLY ERP 9 -

KEERTI INSTITUTE
India
04.2001 -

Certification

NISM 5 CERTIFICATION (mutual fund)

Timeline

SENIOR REINSURANCE ANALYST

GUY CARPENTER - MARSH & MCLENNAN
07.2022 - Current

HIGHER SECONDARY, LALA LAJPATRAI COLLEGE, UNIVERSITY OF MUMBAI
07.2014 - 05.2016

BACHELORS IN BANKING AND INSURANCE (BBI) -

VIDYALANKAR SCHOOL OF INFORMATION TECHNOLOGY, UNIVERSITY OF MUMBAI
04.2001 -

ADVANCE EXCEL & TALLY ERP 9 -

KEERTI INSTITUTE
04.2001 -

ACCOUNTS EXECUTIVE

COLO VENTURE
1 2020 - 5 2020

SUMMER INTERNSHIP (FRONTDESK EXECUTIVE)

JANAKALYAN SAHAKARI BANK
5 2018 - 7 2018

SENIOR PIS EXECUTIVE

G.P.KAPADIA & CO.
8 2020 - 07.2022

SECONDARY SCHOOL, SHARDASHRAM VIDYMANDIR HIGH SCHOOL

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Pooja ShiravaleSenior Reinsurance Analyst