Shakil Parande

• Handling a team of 8 members, responsible for their performance improvement in terms of productivity, quality & Absenteeism.
• Responsible for handing policy issuance & endorsement process for Group Domestic (GMC & GPA), Travel & GHB product .
• Verifying & scrutiny of documents as per IRDA regulations, which is received from sales team.
• Maintaining premium register manually for manual cases & system generated PR for system cases.
• Handling mail on regular basis for policy issuance, endorsements, active data, CD statements, Invoice, Risk held letter, Per person rates, e-cards, & discrepancy resolved cases.
• Creating premium receipt as per received credit instrument by sales team & maintain the CD statement accordingly.
• Managing internal & external Audit queries & sharing relevant documents as per process.

Daily Basis Follow-up & Co-ordination:-

• Follow-up with sales team for discrepancy cases and get it resolved.
• Co-ordinate with UW team for ratting sheet & approval for midterm / backdated cases.
• Co-ordinate with IT team for system issues, UAT development in production & raised ticket for resolution.
• Follow-up with claim teams & TPA for claim MIS, e-cards & cashless cases.
• Follow-up with finance team for bank statement, refund cases & cheque dishonored cases.
• Maintaining & manage daily basis MIS activities as – Group E&E Business Reports, Inward Tracker, Discrepancy Report, Login & Issuance Report, E-cards TPA report, TAT & Productivity Reports for achieving TAT.

Monthly Report Generation:-

• Preparing FTR reports and submitting to sales team for avoiding the discrepancies.
• Maintaining month wise actuarial data & submit the same to actuarial team for IRDA submission.
• Preparing monthly processor performance tracker for improvising processors quality & quantity and sent it to reporting manager.
• Preparing monthly premium register & receipt tracker with total no of counts & premium for reconciliation with finance team as per received credit in company a/c.
• Maintaining monthly MIS for refund access amount & stamp duty utilization tracker to using stamp duty for policies and sent it to fin-ops team.

• Responsible for handing all types of GMC & GPA endorsement calculations & Policies.
• Create & Maintaining enrolment data along with raters for both the products client wise.
• Regular follow up with TPA / In-house for claim data requirement & confirmation for endorsements.
• Checking and rejecting backdated and mid-term additions.
• Co-ordinate and follow up with sales team for approval cases with RM.
• Co-ordinate with underwriters for midterm clauses, special condition & sum insured enhancement.
• Handling mails on regular basis for cashless & reimbursements for member confirmations.
• Tracking of discrepancies & pendency of endorsements for both products.
• Checking of CD balance before giving cashless confirmation inform to TPA accordingly.
• Preparing daily productivity tracker, this tracker will help to evaluate processor performance.
• Maintaining daily basis Pendency, TAT & Productivity MIS.

• Maintaining all type of Underwriting MIS of Pan India PIL/BIL/LAP.
• Maintaining daily basis NFBC & Portfolio calculation sheet as per MIS.
• MIS Report e.g. Credit MIS, Login to disbursement & end to end TAT Productivity review etc.
• Regular follow up with Regional Credit Manager for different reports.
• Regular follow up with accounts for vendor payments for Pan India.
• Handling Pan India bills of Field Credit Investigation & PD Vendors.
• Co-ordination with all agencies for monthly vendor bills.

• Responsible to handling all Types of MIS.
• Working for SBI Life Insurance Process – Updating Cashier Entry of Premium.
• Responsible for taking care of Process like IL (Individual Life Insurance), GS (Group Swadhan) Policies & all type of loan forms.
• Indexing, Outlook, downloading & uploading Data from client FTP server.
• Interacting with clients for queries regarding data entries.
• Maintaining MIS of productivity, pendency count & EOD reporting to manager.

• Handling all the system activities pertaining to Approval of Credit Cards.
• Deep check (Mandatory Documents Checking).
• Auto Check (UN Sanction / Dedupe check / Black List / Watch List).
• Policy Check (Verify Bank Credit Card Policies).
• CIBIL checking (Repayment Track of customer).
• All Verification Report Checking (PRV, BV, BTV, RTV etc.).
• Decision Making (Approve or Decline of Credit Cards).
• Limit Calculation of Credit Cards through Barclays Policy.
• Final approval of Credit Card Application in system.