Arjun Perezhi - M.com, LIII
Dubai
Summary
Driven, upbeat insurance professional with 1+ years of experience in both accounts and operation and a proven record of delivering excellent customer service. Outstanding risk assessment, policy management skills. Seeking to leverage my expertise in contribution towards success.
Overview
4
4
years of professional experience
Work history
Insurance Assistant/Assistant Accountant
Orient Insurance
Dubai, UAE
09.2023 - 07.2025
- Receipt Issuance & Query Resolution: Generated and issued payment receipts with all transaction details (date, amount, policy number), ensuring accuracy and addressing customer queries.
- Surrender Processing: Independently handled full and partial surrender requests for non-ULIP life insurance policies, ensuring compliance with policy terms and timely completion.
- ULIP Operations Exposure: Gained hands-on experience in ULIP transactions, including unit-based subscriptions, redemptions, and NAV-based surrender value calculations.
- Policy Amendments: Executed amendments such as beneficiary changes, payment mode updates, client data corrections, premium reductions, and rider deletions per underwriting rules.
- Policy Loan Management: Processed non-ULIP policy loan requests, including eligibility checks, interest calculations, and coordination of disbursement.
- Suspense Refund Management: Reconciled unmatched premium payments, validated refund eligibility, and initiated necessary workflows for resolution.
- Commission Processing & Reporting: Resolved commission discrepancies for Bancassurance, DSF, BDMs, and Brokers, and prepared regular reports on payouts, trends, and performance.
- Sales & Production Reporting: Supported generation of reports related to sales performance, team targets, MDRT qualifiers, and FYC-based tracking for internal use.
- MDRT Qualification Processing: Calculated production metrics for advisors and prepared MDRT qualification summaries for review by management.
- Audit Support & Compliance: Assisted in audit preparation by compiling ad-hoc data on commissions and production, ensuring timely and compliant submissions.
- Manual Premium Allocation: Performed accurate manual allocations and adjustments of premiums during system downtimes or for data corrections.
- Bank Reconciliation: Conducted daily and monthly reconciliations, ensuring full alignment between bank statements and ledger balances, with necessary adjustments.
- System Coordination: Collaborated with IT and system support teams to resolve premium posting issues, clawback mismatches, and implement system updates.
Accountant
Lulu Group International
Abu Dhabi
04.2023 - 08.2023
- Account Reconciliation: Matched financial transactions such as payments, deposits, and adjustments across accounts to ensure accurate records.
- Financial Reporting: Prepared balance sheets, income statements, and cash flow reports; analyzed data for accuracy and compliance.
- Transaction Processing: Recorded financial transactions and verified accuracy; identified processing gaps and recommended improvements.
- Document Management: Organized and securely stored financial documents; tracked document creation, updates, and archiving.
- Cash Reconciliation: Reconciled daily cash balances with records; documented discrepancies, adjustments, and final figures.
Audit Executive
Rajasekharan and Mathew Chartered Accountants
Ernakulam, India
11.2021 - 10.2022
- Account Reconciliation: Reconciled bank accounts, customer ledgers, and supplier statements to ensure accuracy and resolve discrepancies.
- Financial Reporting: Monitored accounting data and generated financial reports for internal analysis and management review.
- Accounting Operations: Managed day-to-day functions of the accounting department, ensuring smooth and compliant operations.
- GST Reconciliation: Reconciled GST filings with books of accounts to ensure consistency and regulatory compliance.
Education
Licentiate of Insurance Institute of India (LIII) -
Insurance Institute of Indian
Master of Commerce (M.Com) - undefined
Indira Gandhi National Open University
Post Graduate Diploma - International Business Operation
Indira Gandhi National Open University
Bachelor of commerce (B.Com) - Travel and Tourism
University of Calicut
IFRS -
International Association of Accounting Professionals (IAAP)
Skills
- MS Excel (Pivot table,
VLOOKUP, XLOOKUP, IF,
SUMIF, IFERROR, etc) - VBA (Basic), Conditional
Formatting, Data
Validation - MS Office Suite (Word,
Outlook, PowerPoint) - Bank reconciliation
- Data reporting & MIS
Preparation - Financial statements &
Cash flow Preparation
Insurance Operations & Underwriting
- Policy Servicing
(Endorsement,
Amendment, Cancellations) - Surrender / Loan /
Freelook processing - Clawback & Commission
reconciliation - Claw back & Commission
reconciliation - Internal Audit Support
- Compliance Knowledge
(UAE Market)
General Skills
- Cross-Functional
Coordination (Finance, IT, Sales) - Bookkeeping
- Ageing report
- Document handling &
Filing
Certificates
- Tally Erp.9 & Tally Prime
- Quick Book
- Peach Tree
- Microsoft Office
Languages
English
Fluent
Hindi
Advanced
Malayalam
Native
https://www.linkedin.com/in/arjun-perezhi-32464a1ba/
Driving License
License No : 4807922
Issue Date : 20/10/2024
Expiry Date : 20/10/2026
Timeline
Insurance Assistant/Assistant Accountant
Orient Insurance
09.2023 - 07.2025
Accountant
Lulu Group International
04.2023 - 08.2023
Audit Executive
Rajasekharan and Mathew Chartered Accountants
11.2021 - 10.2022
Master of Commerce (M.Com) - undefined
Indira Gandhi National Open University
Post Graduate Diploma - International Business Operation
Indira Gandhi National Open University
Bachelor of commerce (B.Com) - Travel and Tourism
University of Calicut
Licentiate of Insurance Institute of India (LIII) -
Insurance Institute of Indian
IFRS -
International Association of Accounting Professionals (IAAP)
Similar Profiles
CHRISTO ELIZA VARGHESECHRISTO ELIZA VARGHESE
AP/AR at ORIENT INSURANCEAP/AR at ORIENT INSURANCE
PALLAVI JANYANIPALLAVI JANYANI
Sales Manager at Orient Insurance CompanySales Manager at Orient Insurance Company
Rajesh KumarRajesh Kumar
Senior Vice President - Head of Bancassurance at ORIENT INSURANCE COMPANYSenior Vice President - Head of Bancassurance at ORIENT INSURANCE COMPANY
ERICK SAIMON MMBAGAERICK SAIMON MMBAGA
Ramp Operations Team Leader at Dnata, The Emirates GroupRamp Operations Team Leader at Dnata, The Emirates Group
Asma ShaabanAsma Shaaban
Social Media Manager at KcalSocial Media Manager at Kcal