Life Insurance Office

Swarn Rekha

Seeking assignments in Operation, Cashiering and Office Administration with

an organization of repute

Synopsis

A result oriented professional with 6 years and 4 month of experience in

the areas of Cashier, Operations, Office administration and Relationship

management.

Working as CSE, Bajaj Allianz Life Insurance Company Limited, Meerut .

Strategic, self-motivated and creative.

Work well in a collaborative environment and readily take direction.

A dynamic go-getter and quick learner with ability to work under pressure

and meet deadline.

Work Experience

Organization BAJAJ ALLIANZ LIFE INSURANCE COMPANY

LIMITED

Designation Operation & Renewals (CSE), Meerut DO

.

Coordinating with satellite

branches includes Baghpth, Meerut,

Muzaffarnagar, Pithoragarh,

Ranikhet and Rampur

Date of Joining 01th February, 2008

Job profile Handling backend operation like claims,premium deposits and calculations.

Maintenance of daily registers like revenue, renewal,

petty cash and branch

maintenance.

Underwriting and receipting of forms.

Policy servicing and customer servicing.

Handling Surrender and partial withdraw of the policy.

Correction in existing Policy, like Name

change,DOB,Nominee etc

Try to minimized the surrender cases by giving proper

knowledge to the

Customers

Handling day to day operations related to the customers

request and creating

awareness and educating them on available insurance

facilities and products.

Helping them in allocating their funds in different

Investment and Insurance plan.

Strict adherence to all ethical and compliance norms.

Ensuring Quality and timely services rendered to

customers by adhering to turn

around time committed.

Helping them in allocating their funds in different

Investment and Insurance plan.

Passing On the leads to the Sales departments.

Process estimates and invoices, Communicate with

customers.

Deliver efficient, effective, professional and courteous

service to intermediaries

and customers

Address all customer requests and queries within

established timeframes and

service levels

Responsible for underwriting & scrutiny of policy forms.

Ensuring timely resolution of customer queries.

MIS Generation.

Responsible for repair maintenance of office equipments

and office premises.

Responsible to handle petty cash for day to day Sundry

Office expenses.

Previous Work Experience

Organization Reliance Communications, Meerut

Designation .Administration Executive

Date of Joining 1st Mar 2005 to 31st November 2007

Job profile Performed & manage all the back-office

activities of the company to ensure smooth

& an effective operation while adhering to the company's

underwriting norms.

Handle all the operational related activities, dealing

with the customer .

Taking responsibility of the joining formalities leading

to offer - letter generation

for all the new joiners

Coordinating with HR for salary account numbers of

employees and ensuring

the salary credits to the same.

Salary Revision Letter/Promotion Letter/Extension Letter

for the deputes.

Processing of payroll for all outsourced employees.

Handling employee's issues.

Maintenance of personal files, which will allow for

proper audit trail of documents.

Updating all salary data, hires, resigned data before

submission to Payroll

department.

Handle payroll queries, staff grievances etc.

Timely processing Full & Final Settlements

Preparation of payroll & Monthly MIS.

Administration Work

1. To assist the implementation and execution of Administrative functions

as assigned, to the best of qualitative standards at the optimum cost.

2. House Keeping and Upkeep of the facility.

3. Ensure that the security norms and systems are in place and fully

effective.

4. Responsible for managing the pantry service for the facility.

5. Manage the requirement of Stationary/Visiting Cards/ID cards.

6. Responsible for managing the relationship with the courier service.

7. Responsible for preparing the Administration related Budgets for the

upcoming financial year.

8. Responsible for monitoring and supervising monthly and weekly cost

analysis reports to ensure adherence to the budget.

9. Actively handling the entire office functions and being the key point of

contact between the Management, Staff and Vendors. To assist the

implementation and execution of Administrative functions as assigned, to

the best of qualitative standards at the optimum cost.

10. Responsible to develop and manage the vendors for pantry, housekeeping,

security, stationary etc.

11. Maintaining attendance & leave balances of all staff members.

12. Checking all the invoices and course material dispatched.

13. Office co-ordination, batch and faculty planning, material Supervision.

14. Preparing daily and monthly Reports.

Academic Qualification

M.A. from C. C. S. University, Meerut in 2004-2005

B.A from C. C. S. University, Meerut in 2001-2003

Personal Details

Father's Name Mr. T.P. Singh

Mother's Name Mrs . Krishana Singh

Date of Birth 26 Jan 1985

Languages Known English& Hindi

Contact Address Hno :C-98 janta garden mayur vihar phase 1 Delhi 110093

Mobile. No 981-***-****

Alternate Email *****.*******@*****.***

Hobbies Interacting with people, reading Books .

Contact this candidate