Janaki Yadav

• Managing end-to-end facultative submission and premium processing, including accurate system booking to support broker commissions and target achievement.
• Prepare and issue slips and invoices, ensuring documentation is accurate, compliant, and correctly signed and stamped.
• Act as the key liaison between brokers and internal teams (Compliance, Underwriting, Endorsements, Finance) to ensure smooth placement and timely settlement of premiums and commissions.
• Drive end-to-end settlement follow-ups, resolving discrepancies and ensuring accounts are fully settled within agreed timelines.
• Maintain submission logs, pipeline trackers, and bordereaux with 98% accuracy, supporting broker and management reporting.
• Manage a complex portfolio of 1,000+ facultative submissions annually, improving turnaround time by 20% through proactive tracking and coordination.

Renewable Energy - Wind Onshore and Offshore, Solar, Hydro, BESS & Cargo

• Liaise with group companies and understand the insurance market to facilitate smooth client onboarding and policy placements.
• Work closely with underwriters and brokers throughout submission, quotation, and documentation issuance processes.
• Produce critical documentation including Market Reform Contracts , policies, binders, Certificate of Insurance, endorsements, debit/credit notes, and closing advices.
• Update client and opportunity records in Salesforce to maintain accurate data across new and existing projects.
• Upload and monitor documents on Placing Platform Limited (PPL) and other e-placement platforms, coordinating closely with brokers and underwriters.
• Track written risks and upcoming renewals by maintaining renewal lists and analyzing broker pipeline reports.
• Support the underwriting and broking teams in developing business production targets.
• Handle invoicing of original, additional, and return premiums including applicable taxes & fees.
• Create and issue monthly premium bordereaux for insurers involved in the Managing General Agent (MGA) portfolios of Battery Energy Storage Systems (BESS) & Solar.
• Implement and support credit control procedures to ensure collections, receivables, and payments meet turnaround time targets.
• Coordinate with Accounting and Finance teams to resolve premium-related discrepancies.
• Prepare and submit weekly compliance audit reports to avoid internal audit issues.
• Conduct detailed audits of placed business to ensure procedural compliance and mitigate E&O risks.
• Update client claims in systems and coordinate with claims teams to resolve discrepancies.
• Deliver comprehensive end-to-end training to both onshore and offshore teams on various operational processes.
• Develop and implement streamlined workflows and MI frameworks to improve operational efficiency and data reporting.
• Heavily involved in the MGA division, supporting full-cycle operations from client onboarding to carrier settlement.
• Participate in the testing of support systems for Solar & BESS offerings to ensure timely quote delivery.
• Manage stakeholder relationships and respond to queries regarding policy issuance and operational matters.
• Assist underwriters and brokers with ad hoc tasks related to policy underwriting and broking.

• Led the automation of insurance policy checking and quote comparison processes through RI360-QMS and RI360-AI, reducing turnaround time and operational costs.
• Facilitated requirement workshops, collaborated with developers on solution design, and managed demos, system testing, and end-user training.
• Spearheaded integration of client systems with a cloud-based AI portal to streamline operations.
• Served as the primary escalation point and liaison for stakeholder updates, ensuring transparent communication and timely issue resolution.
• Monitored process metrics, conducted regular team huddles, and drove productivity improvements through targeted coaching and upskilling programs.

• Supervised resource allocation based on work severity and SLA requirements to ensure timely and efficient task execution.
• Created and analyzed reports on performance, premium payable, brokerage, and team metrics to provide actionable insights to stakeholders.
• Delivered knowledge transfer sessions and monthly product knowledge tests to keep the team updated on SOPs, SLAs, TATs, and quality standards.
• Acted as the primary escalation point for process-related queries, providing prompt resolutions and preventive action plans.
• Liaised with Account Representatives, Brokers, Producers, and Underwriters to coordinate client documentation and ensure SLA compliance.
• Issued licenses for brokers and producers (JLT Canada) and assessed risk using media monitoring via the WorldCheck portal.
• Generated quarterly Gross Premium Payable reports and monthly bordereaux for underwriters; managed complex invoicing, including subscriptions and taxes.
• Created task workflows, checklists, and process forms to eliminate knowledge gaps and reduce internal errors.
• Conducted daily team huddles, maintained update logs, and performed monthly audits (10%) to monitor quality.
• Managed training plans, standardized policy issuance tasks, and prepared volume management strategies during peak periods.
• Introduced macros to optimize processing time, leading to increased efficiency.
• Promoted to senior within a year; served as Checker, Auditor, Mentor, and On-the-Job Trainer across various business divisions including General Insurance, Public Sector, Sports & Leisure, and Professional Insurance.
• Recognized by the onshore team for the early and successful migration of the Day Care policy issuance process.

• Managing Valuation and client queries via GIMS, Calls and E-mails.
• Performing audit work for all manual and SWIFT instructions.
• Authorising accounting entries made by the processors in to avoid high BPS impact while generating NAV by valuation team.
• Facilitating the reporting of key information to senior management and downstream processes providing appropriate remarks and explanation through Email and other MIS methods.
• Processing of Wires through swift i.e. MT 202 for payments & MT 210 for receipts. Also, process cash through OMS for on book currencies like EUR, GBP, USD etc & ISO for off book currencies like INR, TWD, PKR etc.
• Fund Transfer through SWIFT messages (103,202,210 and free format), Processing of accounting of payments/receipts/transfers/FX/MT.
• Investigation of Return of Payment (ROP), Interaction with Bank's core Treasury team.
• Detailed review of daily cash transactions.
• Interaction with Client Services Representatives in Europe and the US and Custody bank operations Departments to analyse and resolve queries such as trade settlements, clean cash payments/ Receipts, Fixed Deposit deals and Forex.