Sulakshana Kedar

Placement & Servicing

• Handle Insurance Portfolio of ABG School, Financial Services and other small units of ABG

•Product Handled– Miscellaneous. Product- Office Package, HH etc

Placement Activity -

• RFQ Preparation considering risk exposure of Insured’s business and float in market to various insurers for obtaining quotes
• .Quotes Review and negotiation with Insurers for best ratings and coverages
• Preparation of Quote Comparison report along with recommendations which helps client for choosing right insurers.
• Record Management – Maintain Policy Records and ensure their renewals /endorsements on time.
• Engagements – with clients and Insurers for policies
• Client Visits – for strong relationship, understanding their business and their concerns & issues related to Insurance.

Declaration & Refund

• Handle Marine & Stock Declaration, LOP refunds for ABG Client
• Coordination with client monthly basis for declaration and submit the same with Insurer after checking data and balance sum insured to Insurer
• Advise client in case of any enhancement requirement any deviation at the time of claim
• Prepare refund calculation and submit to insurer with relevant document
• Follow up with insurer for refund vr and submit to Insured

Finance & Operation

• Preparation of Budget on annual basis for management submission
• Submit Various report to management as & when record
• Help recovery team for getting brokerage as and when required

IT Initiative

• Customer Portal for both ABG & CSG client - creation of login credential , resolving issues for client Query
• QMS Projects
• IRDA Projecs

• Data Entry for Income Booking in ABIBL System
• Prepare various report to management

Declaration - Marine & Stock

• Handle Marine & Stock Declaration, LOP refunds for ABG Client
• Coordination with client monthly basis for declaration and submit the same with Insurer after checking data and balance sum insured to Insurer
• Advise client in case of any enhancement requirement any deviation at the time of claim
• Prepare refund calculation and submit to insurer with relevant document
• Follow up with insurer for refund vr and submit to Insured

PDD Management

• Follow up with various branches and enter invoice details in Oracle system
• Scrutinizing data and provide report to Management
• Record Management of various document and bounce cheques

PDC Management

• Maintains record bounce cheques client wise
• Arrange PDC and provide the same to recovery team for legal query