Summary
Overview
Work history
Education
Skills
Certification
Accomplishments
Languages
Reference
Timeline
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Nagashree Rajanna

Nagashree Rajanna

Dubai,UAE

Summary

Detail-oriented professional with expertise in MS Excel, Microsoft Office, and Tally ERP 9. Adept at managing and analysing data to support business operations. Seeking opportunities to leverage skills in a dynamic environment to drive efficiency and accuracy.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work history

Client Executive

Northern Insurance Brokers LLC
Dubai
08.2021 - 06.2025


  • Handle portfolio of general insurance policies, including property, engineering, marine, and liability lines for both corporate and SME clients.
  • Assist in preparing and submitting quotations, policy documents, and endorsements.
  • Coordinate with insurers to secure optimal coverage terms and support underwriting requirements.
  • Manage and follow up on claims from notification to closure, ensuring timely documentation and settlement.
  • Implement cross-selling strategies.
  • Train and mentor Junior team members.
  • Advisory services to clients, enabling them to choose the right product and coverage.
  • Build and maintain strong relationships with clients and insurers to ensure client satisfaction and renewals.
  • Dubai UAE

Senior Financial Analyst

Wells Fargo Solutions India Pvt Ltd
Bengaluru
09.2014 - 08.2019
  • Company Overview: Bengaluru India
  • Served as both Financial Analyst and Quality Analyst in the servicing of mortgage loans within the Commercial Real Estate (CRE) sector, ensuring accurate financial analysis, compliance, and quality control throughout the loan lifecycle.
  • Bengaluru India

Education

Master of Education - International Business Operations

IGNOU
01.2015 - 01.2017

Bachelor Of Commerce - Accounting

Bangalore University
Bengaluru
01.2011 - 01.2014

Skills

  • Communication and Interpersonal skills
  • Negotiation and convincing skills
  • Risk assessment and analytical skills
  • Microsoft Office Suite (Excel, Word, Outlook)
  • Data Interpretation
  • Verbal and written communication
  • Tally ERP 9

Certification

  • Currently pursuing LII from Insurance Institute of India
  • Certified Domain (CRE) trainer
  • Commercial Mortgage Servicer- Level II

Accomplishments

  • Certified Domain Trainer, Mentor and Coach for new joiners
  • Completed leadership programs namely pro-elevate and LIFT
  • Led a team of 8
  • Gained the role of subject matter expertise (SME) within the process and across locations.

Languages

English
Hindi
Kannada
Telugu
Tamil

Reference

Available upon request

Timeline

Client Executive

Northern Insurance Brokers LLC
08.2021 - 06.2025

Master of Education - International Business Operations

IGNOU
01.2015 - 01.2017

Senior Financial Analyst

Wells Fargo Solutions India Pvt Ltd
09.2014 - 08.2019

Bachelor Of Commerce - Accounting

Bangalore University
01.2011 - 01.2014

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Nagashree Rajanna