• Expertise in Microsoft Excel (MS Excel 2011) with 2 + years experience in Insurance industry.
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• Assisting to Cluster Managers & Executives (associates) in preparing all type of MIS reports.
• Expertise in MS Excel functions like vLookup, hLookup, pivot & Other Function etc.
• Domain knowledge of MIS (Management of Information system) for Insurance industry.
• Expertise in progress reports (Daily, weekly & Monthly) basis.
• Review & Summarize miscellaneous reports & documents, prepare background documents by using MS Excel.
• Hands on...
Bajaj Allianz Life Insurance Com Ltd.
• Negotiating, finalizing and implement group quotations of large as well as small companies or Banks as per the products norms by using loader sheet.
• Obtaining & raising HOD approvals, ensuring quotations as per product circular and IRDA guideline for the organization HO & its branches spread across the Country.
• Rates per thousand or actual price provided to the sales or client on the basis of profile of company, claim ratio of that organization by using loader sheet.
• Preparing weekly & monthly MIS report on excel with sheet loader which contains the entire details of the date of request, type, issue, TAT for resolution. This helps in monitoring the time taken to resolve the task.
• To manage monthly quotations MIS on excel and Reconciliation of mismatch data of all respective channels & sent to HOD & CEO
• Handling day to day mail communication with sales, claim dept., internal & external actuaries.
• Process automation to reduce turn around time.
• To manage quarterly closed quotation MIS of all respective channels & sent to IRDA
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Yardi Software India Pvt Ltd
2012 - 2013
1) Handling various types of Client, Preparation new approaches, doing Data
Entries, finding exceptions, checking billing details, as per client approaches & handoff
2) Preparing weekly &...