Sunil C S
Bangalore
Summary
A dedicated MBA in Finance professional with 5 years of experience in the Property and Casualty Insurance, Title Insurance and US mortgage sectors. Highly proficient in all aspects of mortgage operations, including placement services, billing methods, loan processing, closing, client and customer service operations, and quality assurance. Possesses a solid understanding of industry products and is passionate about delivering outstanding quality and service. Proven ability to process and close loan applications quickly and accurately, while handling customer inquiries and issues in a timely and professional manner.
Overview
5
5
years of professional experience
Work History
Operation Executive
VeArc Technologies Pvt Ltd
Bangalore
01.2024 - Current
- Manage multiple processes in property and casualty Insurance: Placement services, commission inbox, and master code management, ensuring accurate policy placements, timely commission processing, and proper policy classifications.
- Act as Intermediary: Serve as the main point of contact between the insurance agency and carriers (e.g., Travelers, Nationwide, Hartford, Hanover), ensuring smooth communication and alignment on coverage needs.
- Obtain competitive quotes: Work with carriers to secure the best pricing and premiums, while ensuring optimal coverage for clients.
- Placement of Coverage: Assist in organizing coverage across policies like Package, BOP, Workers' Compensation, Commercial Auto, and Umbrella, ensuring compliance with client needs.
- Offer Specialized Coverages: Provide tailored coverage options, such as Inland Marine, Liquor Liability, Cyber Liability, and Crime, to meet specific client requirements.
- Weekly Calls with the Onshore Team: Lead weekly calls to resolve issues and ensure accuracy in the quoting, underwriting, and placement processes.
Senior Operation Analyst
Fidelity National Financial India Pvt Ltd
Bangalore
12.2019 - 01.2024
- Manage Statements: Handle both raised and non-raised direct bill statements, ensuring proper processing by the team.
- Successfully raised commercial property and casualty insurance premiums each year by gaining new clients and keeping existing ones.
- Direct Bill Statement Types: Manage different types of direct bill statements, such as AMS, EPIC, and Ezlnk.
- Commission Calculation: Calculate commissions based on premiums from policies chosen by the agency and clients.
- Handle Different Transactions: Process transactions for new business, renewals, endorsements, policy changes, and final audits.
- Manage Multiple Clients: Work with various clients, including Lakeview, Mr. Cooper, US Bank, Wells Fargo, Morgan Stanley, Third Federal Savings Bank, Amerisave, and JP Morgan Chase, to prepare and review Closing Disclosures.
- Verify Loan Terms and Fees: Ensure accuracy in loan terms, fees, and calculations, adhering to applicable laws and regulations.
- Collaborate with stakeholders: Work closely with lenders, borrowers, and other parties involved in the closing process to resolve any discrepancies or issues, ensuring a smooth and accurate closing process.
Education
Master of Business Administration -
Global Academy of Technology
BangaloreBachelor of Commerce -
Jnanasagara Mahavidyalaya
ShimogaSkills
- Document review and analysis
- Multi-Client Management
- Premium quotation
- Communication with insurance carriers and agencies
- Underwriting Support
- Data visualization
- Premium Calculation
- Insurance documentation
- Property and Casualty Insurance
- Insurance product knowledge (BOP, workers' compensation, commercial auto, etc)
- Cross-functional collaboration (with carriers, agencies, etc)
Achievementsandawards
- Star Award of the Year 2020, Recognized for outstanding performance and contributions to FNFI.
- Quality Champion Award 2021, Awarded for maintaining high-quality standards and excellence in FNFI.
- Great Start Award (Q2) 2024, Honored with the award for exceptional performance in the first quarter of 2024 in VeARC.
- Recognized as a Top Trainer, Acknowledged for exceptional training skills and contributions to team development.
- Appreciation from Onshore Team, Received multiple appreciation emails from the onshore team for exceptional performance and collaboration.
- Process Improvement Initiatives, Contributed innovative ideas and projects aimed at reducing excess work and driving continuous improvement.
Languages
- English
- Kannada
- Hindi
Projects
- A Study on Organization Study at Perfect Alloy Components Pvt. Ltd, Shimoga
- A Study on Cashless Transaction at Urban Co-operative Credit Society Bank, Kanakapura
Area Of Expertise
- Premium Calculation
- Insurance Documentation
- Insurance Product Knowledge (BOP, Workers Compensation, Commercial Auto, etc.)
- Cross-Functional Collaboration (with carriers, agencies, etc.)
DECLARATION
I hereby declare that the above furnished details are true to the best of my knowledge and belief.
Date:
Place: Bangalore (Sunil C S)
Timeline
Operation Executive
VeArc Technologies Pvt Ltd
01.2024 - Current
Senior Operation Analyst
Fidelity National Financial India Pvt Ltd
12.2019 - 01.2024
Master of Business Administration -
Global Academy of Technology
Bachelor of Commerce -
Jnanasagara Mahavidyalaya
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