Raman Chopra

Current job role and responsibilities:

• Calculated reasonable premium quotes using gathered information from insured business descriptions.
• Reviewed insurance policy applications and verified contractor details on enrolled projects.
• Managed database processes for endorsements, ensuring accurate data maintenance and documentation.
• Tracked insurance certificates and calculated premiums to determine actual insurance costs.
• Evaluated monthly payroll reports, trial balances, general ledgers, and U.S tax forms.
• Reviewed endorsements for principal inclusion or exclusion to maintain compliance.
• Maintained client communications to identify shifting service, property, or account needs.
• Handled closeout tasks and renewal policy reviews efficiently.

• Managed payments to carriers and clients, ensuring timely processing.
• Oversaw invoice billing and addressed payment discrepancies promptly.
• Executed collections, follow-ups, and payment processing efficiently.
• Applied cash to accounts, reconciling large fund transactions.
• Handled escalations and urgent requests with priority focus.
• Mentored new hires, enhancing their understanding of processes.
• Conducted monthly Knowledge Aptitude Tests to evaluate process knowledge.
• Prepared data reports for clients and team members, supporting informed decision-making.