VIPUL PADIHARI

• Handling everyday client communication and delivering regular performance updates to Lumpkins Insurance Agency, Charles and Kets Insurance Agency and Insurance World Agency.
• Hands-on expertise in homeowners' property, vacant dwelling, flood, wind/coastal, mobile/manufactured home, and personal auto insurance.
  Key strengths include:
  • Insurance quoting, rating, market research, carrier comparison, underwriting support, and risk/eligibility review.
  • Extensive experience researching vacant dwelling, wind-only, flood, coastal, and specialty property markets.
  • Skilled in premium, deductible, coverage-limit, ACV/RC, and carrier appetite analysis.
  • Experienced with ACORD forms, insurance applications, carrier submissions/portals, CLUE & MVR reports, documentation, and underwriting follow-ups.
  • Practical experience communicating with carriers and underwriters regarding eligibility, restrictions, product availability, and quoting requirements.
  • Familiar with multiple major homeowners property, flood, wind, mobile home, and personal auto carriers/markets, including Progressive, GEICO, TWIA, Tower Hill, Wellington, Amwins, Foremost, American Modern, RPS / First Rate, Wellington, Tower Hill, Amwins, Nationwide, S&W / Vacant Express, HOA, Dual North American, Nattlloyd, Bankers, J & J, Net Gen Beyond Floods, Annex Risk, Wright, Mercury, Swyfft.
• Managing a team of 10 process executives working under me across US Property and Casualty Insurance.
• Drove process improvement initiatives to increase productivity and reduce turnaround time.
• Trained and mentored team members to strengthen performance and support skill development.
• Implemented production workflows into billable delivery and improved operational consistency.

CLIENT: The Liberty Company Insurance Brokers, LLC:
• Monitoring account managers' outlook and assisting in handling of various processes in accordance with insured standards in AMS360.

• Managed a team of 5 members handling various US insurance processes (Endorsements, Loss Runs etc).
• Actively worked on a variety of procedures, including policy servicing, certificates (COIs) (generating masters), submissions, pulling Accords, endorsements, policy renewal reminders, proposals, cancellations, loss run requests, auto ID cards, MVRs, claims.
• Creating submissions in AMS360 and generating Accord applications for Marketing.
• Pulling MVR's from the driver record monitoring websites.
• Policy Checking using various checklists comparing the Policy document with the Agency Management applications.
• Document retrieval from the various carrier websites.
• Proposal preparation for the Insured at renewal of the account.
• Requesting Loss Runs and Claims from the Carrier websites.
• Processing endorsement requests and submitting the requests in Carrier websites.
• Maintaining monthly production reports in Excel and Creating SOPs for various processes in Word.

• Client: CRC Norman Spencer:
  Norman-Spencer provides access to leading edge safety training, loss prevention tools, risk management best practices and in-depth claims analysis with the ultimate goal of making our clients safer.
  This agency particularly deals with generating Loss runs both Agent & Renewals, Submissions etc.
  • A loss run is a report generated by your insurance company showing the claim activity on each of your insurance policies. This report will provide information pertaining to Name and Policy no of the insured, Date of each loss and claim, a brief description of the claim, amounts paid to the insured or on reserve, whether
  the claim is open or closed.
  
  RESPONSIBILITIES: NON-VOICE:
  • Handling extreme client demands and providing service with best optimized solutions.
  • Adequate & Complete knowledge in generating loss reports for both Agent & Renewal policies from Applied EPIC (application used to generate reports) when requested by the Client both on normal and rush basis.
  • Amending corrections in AMS360 when suggested by the client.
  • Processing lodgments, providing training to the new recruiters and finding the errors committed by the associates.
  VOICE:
  • Attending & handling calls from the client side whenever there is a requirement on a rush basis for smoother handling of the process.
  • Answering & assisting premium customer queries via ZOOM/ Chat Channel by ensuring qualitative service.
  • Senior quality analyst providing quality & error-free work to the requests provided by the client timely basis.
  Managed a high-volume workload within a deadline-driven environment.
  • Resolved an average of 300 requests in any given week performance benchmarks in all areas (speed, accuracy, volume).
  • Enhanced on-the-job training program that reduced training time from five weeks to two and implemented multiple branches of the client in a short time span.