Pratik Kumar
Muzaffarpur
Summary
Dynamic professional with extensive experience at Prisha Insurance Brokers Pvt Ltd, excelling in insurance underwriting and risk management. Proven ability to analyze complex financial data and develop tailored solutions, enhancing client satisfaction. Strong communicator and problem solver, adept at building relationships and leading teams to achieve operational excellence.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Underwriting Assistant
Prisha Insurance Brokers Pvt Ltd
GURGAON
01.2025 - Current
- Inspected financial statements, credit information, and title data to complete the underwriting process.
- Meet all competency requirements by undertaking training and following agreed principles, policies, processes, and procedures.
- Compliance with underwriting mandates and all corporate underwriting guidelines, pricing, policies, standards, and procedures involves analyzing market information and group statistical data to determine the eligibility of insurance forms, reviewing and maintenance.
Operations Executive
Prisha Insurance Brokers Pvt. Ltd.
08.2024 - 12.2024
- Assessed Client claims history and made recommedations on policy limits and coverage limits.
- Advised customers on available options for covering their unique risk profiles.
- Analyzed customer needs, exposures, and financial information to develop suitable risk management solutions.
- Interpreted legal documents such as contracts, leases, and deeds, in order to properly assess liability exposure.
Management Associate
Prisha Insurance Brokers Pvt. Ltd.
02.2024 - 07.2024
- Developed reports and presentations summarizing results from research activities.
- Conducted Research and Analysis of Customer feedback to identify areas of improvement in operational Processes.
- Resolved customer issues efficientlt to build loyalty.
Summer Intern
Stock Holding Corporation of India Limited
Dehradun
06.2023 - 08.2023
Education
MBA - Finance
Uttaranchal University
Dehradun05-2024
Bachelor of Arts -
Ramdayalu Singh College
Muzaffarpur07-2021
Intermediate - Science
RDS College
Muzaffarpur05-2018
Matriculation -
R K High School
Muzaffarpur05-2016
Skills
- Good communication and interpersonal skills
- Insurance Underwriting
- Problem Solving and Multilpe Task Handling
- Risk management
- Risk Assessment
- Microsoft Office
- Financial Modeling and Valuation
- Leadership
- Relationship Building
Extracurricular Activities
President of Student Council, Secretary of Dean Student Welfare Committee of Uttaranchal University, Member of Student Union, Member of Cultural Club
Certification
- Financial modeling and valuation
- NISM-Series-V-A
Timeline
Underwriting Assistant
Prisha Insurance Brokers Pvt Ltd
01.2025 - Current
Operations Executive
Prisha Insurance Brokers Pvt. Ltd.
08.2024 - 12.2024
Management Associate
Prisha Insurance Brokers Pvt. Ltd.
02.2024 - 07.2024
Summer Intern
Stock Holding Corporation of India Limited
06.2023 - 08.2023
MBA - Finance
Uttaranchal University
Bachelor of Arts -
Ramdayalu Singh College
Intermediate - Science
RDS College
Matriculation -
R K High School
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