A. SAMUEL MANOHAR
Visakhapatnam
Summary
Dynamic Senior Account Technician with extensive experience at Liberty Insurance, excelling in managing policy processing and ensuring compliance. Proven expertise in EPIC and AMS360, alongside strong team collaboration and training skills. Consistently achieved productivity targets while enhancing service delivery and data integrity in high-pressure environments.
Overview
8
8
years of professional experience
Work History
Senior Account Technician
Liberty Insurance
Mumbai
05.2023 - Current
- Managed end-to-end processing of new business policies for Personal and Commercial Lines within EPIC system.
- Reviewed and validated policy documents, endorsements, cancellations, and audits to ensure compliance and accuracy.
- Coordinated issuance of Certificates of Insurance (COIs), ID cards, and invoices to meet strict turnaround timelines, enhancing service delivery.
- Handled policy submissions, claims-related documentation, Motor Vehicle Records (MVR), and loss runs efficiently.
- Performed pre-renewal reviews to support underwriting decisions and policy retention.
- Ensured high-quality data entry and timely updates in EPIC system, supporting overall operational efficiency.
- Collaborated with agents, account managers, and clients to resolve discrepancies and improve service delivery.
- Implemented process improvements that contributed to meeting SLA and productivity targets.
Senior Process Associate
Renegade Insurance LLC
05.2022 - 04.2023
- Monitored new business transactions for personal, commercial, and trucking policies to ensure compliance and accuracy.
- Generated and distributed Certificates of Insurance to insureds and agents.
- Resolved agent queries and facilitated smooth processing to enhance client satisfaction.
- Trained new team members and facilitated knowledge transfer to strengthen team capabilities.
- Participated in internal assessments and maintained process documentation.
Processor Executive
Patra Corporation
05.2019 - 04.2022
- Managed certificate issuance for clients including CBIZ and other major accounts, ensuring compliance and client satisfaction.
- Led a team of 5 members, ensuring timely delivery and quality output.
- Provided detailed reports and resolved escalations, maintaining high service standards.
- Utilized EPIC, AMS360, and Citrix platforms for daily operations.
Process Associate
WNS Global Services
06.2018 - 04.2019
- Maintained accuracy in document handling and consistently met productivity targets.
- Supported billing and invoice generation using Medflow application to ensure timely financial operations.
- Processed and indexed medical records to fulfill insurance and legal requests efficiently.
Education
Bachelor of Science (B.Sc) -
Andhra University
Viskhapatnam01-2018
Skills
- Commercial and personal lines
- Epic and AMS360
- Certificates of insurance
- Policy endorsements
- Cancellations and audits
- Claims support
- Loss runs management
- MVR processing
- Invoicing accuracy
- Pre-renewal assessments
- Data integrity
- Team collaboration
- Training and mentoring
Timeline
Senior Account Technician
Liberty Insurance
05.2023 - Current
Senior Process Associate
Renegade Insurance LLC
05.2022 - 04.2023
Processor Executive
Patra Corporation
05.2019 - 04.2022
Process Associate
WNS Global Services
06.2018 - 04.2019
Bachelor of Science (B.Sc) -
Andhra University