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Trainer Account Executive

Location:
Pune, Maharashtra, India
Posted:
May 17, 2021

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Resume:

Smita Gopale

S.N.**/*, Ganeshnagar

Wadgaonsheri

Pune-411014

Ph. No: +91-774*******

E-mail: admg4x@r.postjobfree.com

The Proficiency Forte’

Currently Working:

Company Name : WNS Global Services, Pune

Job Title : Sr. Associate (Aug 2018 – Till Date)

Roles & Responsibility:

Client Servicing

Handling broker and UA/UW requests for Corporate Commercial insurance products

We help UA/UW to manage and maintain their “Book of business”, Risk analysis

We help the underwriter to manage rating Process & complete work on time with efficiency

Task types are Renewals, New Business & MTA/ MTC

To provide various type of insurance coverages & processing Start -to- End policies

From Broker meeting documents to Policy documents

Create and update Process map, job aids/SOP/DPM’s

Communicate with Broker/ UAs for missing & incomplete information

Manage referral logs, Business partner feedback or escalation log

Process training, cross training opportunities, updates and team huddles

Inventory management

Track incoming

Work allocation & change priority as per due date

Meet TAT & complete rush cases as per request

Agile Dashboard – Can tell the status of ongoing activities (Drag & Drop)

Weekly Call

Participant in team performance discussion

Share inputs on Productivity, quality, TAT, Process ideas & updates, incoming forecast or planning

Overtime planning, approval and implementation

Worked on application like USPS (United States Postal Service), BUR report (Building UW Report),

Citrix, Comply / Sanction Check

Reporting

Track incoming, completed & TAT data in order to create various reports

Managing the Monthly, Weekly & Daily Report creating in MS-Excel through in depth analysis and producing the actionable information

Create Dashboard, Charts, Pivot table as per process requirement

Overtime recommendations and working with operations to implement it in order to meet the SLA’s

Perform RCA to improvise planning & to identify corrective measures

Quality

Part of quality calibrations, Quality feedbacks & huddles

Aware about what is DPU, DPO and opportunities

BPF/ escalation

Part of Hands on practice & 100% QC for new joiners and bottom quartiles

Refresher opportunities

Key Milestones

"Underwriting 360 ", completed from The Institutes

Train The Trainer

Rewarded by “Quality Queen Award”

Got “Deferred Incentive Plan” for my performance

Got quarterly RNRs

Awarded for Brainwaves/Fusion by client

Trainings: Email Writing, Giving & Receiving feedback, Language Enhancement training and Impactful presentation

Experience:

Company Name : EXL Private Ltd, Pune

Job Title : Sr. Associate (Apr 2016 to Aug 2018)

Roles & Responsibility:

Provide various type of Quotes/ Rates for Commercial Property Insurance (all type of Property quotes where all information is required like –

Exact address of insured / Constructions class / Sprinkler information / Deductible / Square ft area details / Year built if anything renovated year /

Employees details etc..). If any mandatory information is missing we have to contact to the Underwriters.)

Cross-trained on New Business, Renewal, MTA/ MTC and Location Data Cleansing

Handle broker / account executive endorsement requests

Add/ delete vehicles/Drivers/states

Send policy documents if requested

With help of all information, we generate the premium. Supported review and acceptance or denial of New or Renewal business.

Experience:

Company Name : WNS Global Services, Pune

Job Title : Sr. Associate (Dec 2011 to Apr 2018)

Roles & Responsibility:

Responsible to handle all type of work in my process. Like Identification, New quotations, Mid-term amendments, Renewal Tasks &

Indexing Part as well. Refer queries to UK underwriters & solve trainer cases for my team.

I was rewarded in RNR. Received appreciation from the client for quick processing with good quality. Consistent good performer & team player

Developed new checkpoints for my team to achieve 100% quality. Also given training to people & quality check for their cases.

Maintained high volume Work load within a deadline. Got Appreciation from Client for completing urgent task & quotations on priority.

ACADEMIC QUALIFICATIONS:

Qualification

Board/University

College

Year

S.S.C

Pune

Shivaraj Vidya Mandir

2001

H.S.C

Pune

Nowrosjee Wadia College

2003

B.A.

Pune

Nowrosjee Wadia College

2006

Personal Information:

Languages: : English, Hindi and Marathi

Gender: : Female

Date of Birth: : 24th March 1986

Marital status: : Married

I hereby declare that all the information provided above is accurate and up to date.

Smita Gopale

Date:



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