Pritam Gaikwad
Executive
Kalyan,MH
Summary
Professional Summary : -
With over 12 Years in Insurance operations. I specialize in Financial and Policy servicing. I handle tasks like managing policies and ensuring they meet regulation.
Overview
13
13
years of professional experience
1
1
Certification
3
3
Languages
Work History
Executive
Turtlemint
12.2021 - Current
- Conduct through checks on new proposal form to asses risk factors and eligibility
- Ensure accuracy and completeness of information provided by applicants
- Verify KYC documents in accordance with Anti money laundering AML guidelines
- Implement necessary due diligence procedures to prevent fraudulent activities.
- Identify any fraudulent policies or irregularities during the underwriting process
- Maintain business hygiene by ensuring compliance with ethical standards
- Coordinating with different insurer (Tata,Bajaj, Max life, Kotak, ICICI, PNB, HDFC life,Birla Sun life insurance)
- Handling and resolving Sales team Queries and Escalations
- Maintain Digital Partner Entries to maintain their business
- Assigning tickets to respective teams.
Officer
TATA AIA LIFE INSURANCE
01.2017 - 02.2021
- Conduct through checks on new proposal form to asses risk factors and eligibility
- Ensure accuracy and completeness of information provided by applicants
- Verify KYC documents in accordance with Anti money laundering AML guidelines
- Implement necessary due diligence procedures to prevent fraudulent activities.
- Identify any fraudulent policies or irregularities during the underwriting process
- Maintain business hygiene by ensuring compliance with ethical standards
- Handling and resolving Branch Queries and Escalations
- Processing Freelook Policies as Per TAT
- Preparing Monthly report of Freelook request policies
- Handling the complaint cases, preparing compliance report
Senior Executive
HDFC LIFE INSURANCE
11.2015 - 11.2016
- Processing Surrender (ULIP) Policies
- Processing Assignment and Reassignment Policies.
- Dispatching the Confirmation of Assignment/Reassignment letter
- Coordinating with branch for pending requirements and solve their queries.
Support Executive
Core Integra Consulting Services Private
12.2011 - 11.2015
- Processing Reinstatement policies according to products.
- Raising pending requirements in system
- Processing Campaign cases (Interest wavier and Medical waiver cases)
- Refund of Post Lapse policies
- Maintaining Underwriting Decision file
- Printing and dispatch of pending Requirements letters
Senior Executive
SOHAM BPO PVT
02.2011 - 12.2011
- Processing Reinstatement policies according to products.
- Raising pending requirements in system
- Processing Campaign cases (Interest wavier and Medical waiver cases)
- Refund of Post Lapse policies
- Maintaining Underwriting Decision file
- Printing and dispatch of pending Requirements letters
Education
Bachelor of Commerce -
Saket College
Mumbai 04.2001 -
HSC -
Saket College
Mumbai, India 04.2001 -
SSC -
Gayatri Vidyalaya
Mumbai 04.2001 -
Skills
Risk Assessment and Eligibility Evaluation
Financial Analysis
Fraud Prevention
Time Management
Team Work
Certification
Licentiate
Hobbies
- Listening Music
- Travelling
Timeline
Executive
Turtlemint
12.2021 - Current
Licentiate
03-2018
Officer
TATA AIA LIFE INSURANCE
01.2017 - 02.2021
Senior Executive
HDFC LIFE INSURANCE
11.2015 - 11.2016
Support Executive
Core Integra Consulting Services Private
12.2011 - 11.2015
Senior Executive
SOHAM BPO PVT
02.2011 - 12.2011
Bachelor of Commerce -
Saket College
04.2001 -
HSC -
Saket College
04.2001 -
SSC -
Gayatri Vidyalaya
04.2001 -