Credit Control Life Insurance

Wasim Nabab Galatgekar

Location: Al Nahda, Sharjah, United Arab Emirates

Mobile: +971-*********

Email: *********@*****.***

Professional Summary

Experienced finance and accounting professional with over a decade of expertise in insurance brokerage, credit control, and financial reconciliation. Proven ability to manage client accounts, process financial transactions accurately, and build strong relationships with stakeholders. Dedicated to delivering quality excellence and achieving organizational objectives. Key Skills

Financial reconciliation and reporting

Invoice and payment processing

Credit control and collections

Account management and client communication

Proficiency in Tally, Focus, MS Office, and Praktora

Strong analytical and problem-solving abilities

Excellent communication and presentation skills

Professional Experience

Finance Executive - Prudence Insurance Brokers LLC Jan 2023 – Present

Managed insurance company reconciliations.

Issued invoices, receipts, journal vouchers, and payments.

Sent SOAs and ledgers to clients.

Followed up with insurance companies for receipts, SOAs, ledgers, and refunds. Credit Control & Collection - Officer Unitrust Insurance Broker LLC Oct 2021 – Jun 2022

Verified debit and credit notes.

Issued receipts and sent SOAs and ledgers to agents.

Coordinated with insurance companies for reconciliations and refunds. Assistant Accountant - Compass Insurance Brokers LLC Feb 2020 – Sep 2021

Generated MIS reports and commission statements for agents.

Processed receivables and posted cheque entries.

Issued cheques and managed daily financial operations. Assistant Accountant - Noble Insurance Broker Co LLC Sep 2013 – Sep 2019

Sent monthly client statements and balance confirmations.

Performed journal entries and accounting corrections.

Conducted accounts and bank reconciliations.

Handled data entry and bookkeeping tasks.

Insurance Agent - ICICI Prudential Life Insurance Co, Kolhapur Jun 2011 – Jul 2013

Marketed and sold life insurance ULIP and traditional products. Supervisor - Jayhind Polymers, Sangli

Apr 2007 – Mar 2011

Supervised workers and managed stock entries and dispatch.

Conducted quality checks and maintained records. Education

Bachelor of Commerce, Accounts

Shivaji University, Kolhapur, Maharashtra, India

2007

Certifications

Passed Licentiate Examination, Insurance Institute of India Technical Skills

Operating Systems: Windows 11.

Software: Focus, Tally, MS Office, Praktora

Personal Information

Date of Birth: September 02, 1984

Languages: English, Hindi, Marathi

Nationality: Indian

Passport: J3406567 (Expiry: December 07, 2030)

Marital Status: Married

Hobbies

Playing cricket, watching movies, and spending quality time with friends and family.

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