Satyajeet Sharma

The process involves Financial Lines underwriting in Bind order, issuance, endorsement, and loss runs.

Receiving requests from onshore underwriters to prepare pre-renewal activities, which include pricing, rater, loss runs, etc.

• Using applications of EXS, i-Suite, AHXS, Rating Worksheet, intelli-risk, CPW, Mainframe, Manual Quoting, E-start etc.

• Handling Underwriting Submissions, New Business, Quoting etc.

• Updating of SOP and approval from client.

• Managing weekly client calls

• Responsible to share Monthly dashboard to client.

• Providing support to team to handle escalated tasks and managing day to day work.

• Handling team of 10 people including SMEs to allocate the work, daily work report and inventory handling.

• Sharing daily production that includes SOD, EOD and completions reports.

• Working with Direct Underwriters and Territory managers on their assignments.

• Successfully transition of pre bind and post bind process.

• Closely handling renewal team to prepare Roundtable documents that includes Rater worksheet, Loss Runs etc.

• Monthly dashboard report that includes their TAT and AHT.

• Sharing feedback, monthly One on One and creating improvement plan for individuals.

• Weekly/monthly Quality reports.

• Successfully handling escalation and Conflicts in team.

• Managing day to day report.

• Successfully provided 2 Process improvement ideas which reduces AHT time.

• Responsible for the resolution of participant and plan administration issues.
• Increased ownership of complex ongoing tasks
• Identifying operational efficiencies and continuous improvement opportunities
• Problem Solving Skills.
• Talk to stakeholders and develop a functional requirements specification
• Make recommendations for solutions that deliver on organizational goals.
• Create an inspiring team environment with an open communication culture.
• Monitor team performance and report on metrics

• Acts as a backup Lead to peers for advice and solutions on basic, pending, and escalated issues.

• Providing online support to 2 different teams PCIO New Business and CLT NB team members.

• Process involved the review of scanned documents sent by the Insurance Agents to ensure for compliance to the company after using specifics applications of P&C.

• Training to new joiners and handling more complex issues, escalations.

• Handing team as a Back up Team lead of 12 people.

• Closely monitoring the business requirements, TAT, AHT met

• Handling all the escalation and creating sessions.

• Successfully handling improvement quality plan.

• Successfully trained 8 batches.

• Develop, maintain and circulate monthly reports to offshore management.

• Rewarded 20 times Star of the Month exceptional performance in process establishment.

• Rewarded 148 times with Bravo card/appreciation emails for exceptional performance from client and 1 yearly SME of the year.

• Working on Daily Report of Distribution, Escalated Cases.

• Handle highly Management people to escape the escalation
• USA Client interaction to solve querry or put new challenges facing by associates
• Approving and denying claims as per coverage-related information provided in plan media and sops Problematic claims refer to customer advocates for suggestions.
• Prepare different types of reports in excel on daily basis like production reports, Hold reports.
• Provide floor support and mentor and part of documentation calls from clients.
• Share frequent updates of SOPs (processing instructions) to the team.
• Identified issues, analyzed information, and provided solutions to problems.
• Exceeded goals through effective task prioritization and great work ethic.
• Prepared MIS reports on daily basis and shared with onshore client
• Quality Checks on regular basis to avoids overpayments
• Eliminated downtime and maximized revenue by providing top project quality control.