Preeti Suman

Commercial Retail Property & Aerospace/Energy Insurance.

• Supported full policy lifecycle for Commercial Retail Property: renewals, new business, booking, issuance, endorsements, and cancellations.
• Handled ad-hoc service requests and provided underwriting support with accurate data and documentation.
• Generated and reviewed loss run reports to assist underwriting and claims evaluation.
• Delivered operational support for Aerospace and Energy lines, ensuring timely and compliant processing of submissions and endorsements.
• Collaborated with internal teams to meet SLAs and maintain service quality standards.

• Analyzed and Assessed Property and Casualty Endorsement Insurance applications, making necessary modifications online on carrier sites according to their guidelines and standards to mitigate unacceptable risks.
• Recommended suitable premiums and coverage based on comprehensive analysis, adjusted requests to meet client specifications, and made necessary updates online with carriers.
• Over time, I have gained cross-training experience in the personal lines policy cycle, covering New Business, Endorsements, Accuracy Checks, Cancellations, and Quoting. I am also currently training for the Service Support Manager role in Personal Lines to further develop my expertise and leadership skills.
• I train new team members on their roles and responsibilities, and efficiently address and resolve team issues to ensure smooth operations.
• Developed Standard Operating Procedures (SOPs) for newly implemented processes and updated existing documentation to incorporate changes in regulations or procedures.
• Using Value Stream Mapping (VSM), developed and implemented strategies to enhance process flow. This involved creating detailed checklists to ensure consistent adherence to the improved processes, by maintaining an efficient and effective workflow.
• Facilitated Kaizen Initiatives and Brainstorming Sessions to generate ideas that Streamlined Processes, reduced effort, and improved task efficiency, leading to faster completion times.
• Issue the required Endorsement to amend the policy according to Client/Carrier.
• Conducted Root Cause Analysis using PFMEA (Process Failure Mode and Effects Analysis) to investigate and address issues affecting operational effectiveness.
• Played a key role in Organizational events by leading the team in the Innovation, focusing on continuous improvement at the departmental level, and achieved first place.
• Managed the entire process, including task assignments, monthly reports, and addressing stakeholder and team inquiries.

• Worked as an Intern
• Helping the Worldwide Client to fill their IT returns
• Provide financial services products (financing, payments) to further help with cash flows, as well as aiding accountants who can partner with Clear Tax to sell software and financial service products to their clients
• Providing the Clients full information regarding the IT returns, claim tax refund, Income & Address proof, quick visa processing, carry forward your losses, easy loan approval and how to avoid penalty.

• Collaborated with the Escalation team to manage and resolve clients' escalated reports efficiently, ensuring accurate resolutions within the designated turnaround time (TAT).
• Providing the training to new joiners and working with managers to determine status and workflow status to improve the process performance.
• Audit to the cases which are highly escalated and need to finish TAT on urgent basis.