Neethu Vasu
Dubai ,United Arab Emirates
Summary
Accomplished professional with expertise in new business underwriting and client relationship development for more than 12 years. Demonstrates strong capabilities in client servicing and business operations management, ensuring efficient and effective service delivery. Committed to leveraging skills to drive business growth and enhance client satisfaction.
Overview
13
13
years of professional experience
Work History
Client Impact Manager
GSB Global
Dubai, United Arab Emirates
01.2024 - Current
- Assisted Private banking and Wealth Management team and managed onboarding of new clients and clients with existing policies that will be transferring to GSB.
- Collected CDD documents for compliance, Create client groups and send out Fact finds/Risk Assessments.
- Delivered superior service to International Private Banking clients, ensuring personalized experiences
- Focused on improving the client experience to increase retention and loyalty.
- Managed commercial and private accounts with tailored advice according to bespoke booking needs.
- Verified client instructions, prepare documentation, and coordinate transactions with providers and banks.
- Upheld highest ethical standards whilst conducting private investigations, gaining trust and confidence from clients.
New Business Officer - Underwriting
Providence Administration DMCC
Dubai , UAE
10.2022 - 12.2023
- Underwritten new and existing business applications across a range of products . Reviewed insurance applications for compliance and adherence; assess clients’ background information and financial status.
- Ensured all applicable guidelines strictly followed at UW stage. (AML, Compliance, FATCA, and any other regulation or guidance provided by Legal and Compliance team from time to time) .
- Facilitated quality check for the team on all ready to issue policies , provided feedback on errors and reported root cause analysis of errors to avoid repeated mistakes; recommended change or remedial action where appropriate. Involved in system UAT. Identifies and communicates to management on process & system improvements that reduce workloads or improve quality.
- Worked closely with distributors and other operational areas to support the overall achievement of the business plan, demonstrating knowledge and influencing strategy relating to underwriting expertise, systems, procedures and processes .Trained new team members in line with companies policies and procedures.
- Handled queries from credit control departments, finance, re-insurer and compliance. Maintained detailed records of policies underwritten and decisions made. Plan and priorities work on a daily/weekly basis to ensure deadlines are achieved .
- Proactively identifies and contributes to the development and improvement of technical underwriting standards, controls, practices and procedures to meet business goals
Administrator Life Underwriting
Future Insurance Broker Services
Dubai, UAE
10.2021 - 10.2022
- Maintained overall responsibility for age and quality of New Business and Servicing Pipelines, ensuring continuous delivery of E2E customer requests within service expectations through proactive pipeline management.
- Acted as the clients' primary point of contact and to co-ordinate client responses, liaising with other team members and departments as appropriate.
- Performed AML checks for the clients and ensured that all regulatory requirements are met and complies with all internal policies and procedure.
- Effectively communicated and ensured all complaints are
acknowledged in a timely manner and customers are kept informed throughout the complaint process. - Took proactive approach to client issue resolution; escalated where necessary and seeing through to resolution.
- Maintained new business pipeline report, issued list and APE issued list for each Wealth Manager/ Sales Consultant & life company (Master Sheet),profit reports for each Wealth Manager/ Sales Consultant, risk reports & retention and premium due list.
Client Servicing Consultant
Friends Provident International
Dubai, UAE
08.2017 - 03.2021
- Contributed to the processing of post policy administration and handling enquiries via call and email from client and intermediaries in relation to policy servicing to meet with the agreed service level, accuracy, and company requirements.
- A challenger and a quick learner with proven ability to adapt with changing environments with Consistent performance with Audit score no less than 98%.
- Dealt with policy servicing transactions – screening of policy servicing requests, follow up on outstanding requirements, prepare endorsement (if any) and notice to policyholders, perform quality check and maintaining record of policy servicing transactions.
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
- Assisted to achieve the required service standard for policy servicing and claims thereby achieving Service Standard Commitment.
Client Engagement Officer
Sukoon Insurance
Dubai, UAE
08.2014 - 07.2017
- Identified tasks that are critical to maintain customer satisfaction levels and to always display the highest standards of service.
- Processed polices applications (MEDICAL, MOTOR, GENERAL) and requests for information. Dealt efficiently with questions and queries from customers.
- Responded promptly to customer enquiries related to Medical, Motor General policies in person or via telephone, letter, and email always in a professional & efficient manner. Used the in-house system to record necessary information and instigated actions as required.
- Served customers in a friendly, efficient manner following outlined steps of service. Identified issues, analyzed information, and provided solutions to problems. Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Assisted complaints department to manage the resolution of customer.
complaints, within given timescales
Customer Service Representative
Al Nabooda Insurance Brokers
Dubai , UAE
07.2013 - 07.2014
- Provided primary customer support to internal and external customers in fastpaced environment.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Leveraged sales expertise to promote product and service and capitalized on upsell opportunities.
- Issued policies online for the clients (Zurich, AXA, RSA, AIG, Dar al Takaful, Emirates, New India Assurance, Methaq, Union, Ithihad , ADNIC).
Contact Center Agent
The National Bank Of Ras Al Khaimah
Dubai, UAE
09.2011 - 07.2013
- Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
- Maintained and encouraged customer loyalty through courteous and efficient resolution of disputes, complaints and discrepancies.
Education
MBA - Human Resources Management
Sikkim Manipal University
Bachelor of Science - Animal Biotechnology
Avinashilingam University For Women
Skills
- New Business Underwriting
- Client servicing
- Client Relationship Development
- Business operations management
Timeline
Client Impact Manager
GSB Global
01.2024 - Current
New Business Officer - Underwriting
Providence Administration DMCC
10.2022 - 12.2023
Administrator Life Underwriting
Future Insurance Broker Services
10.2021 - 10.2022
Client Servicing Consultant
Friends Provident International
08.2017 - 03.2021
Client Engagement Officer
Sukoon Insurance
08.2014 - 07.2017
Customer Service Representative
Al Nabooda Insurance Brokers
07.2013 - 07.2014
Contact Center Agent
The National Bank Of Ras Al Khaimah
09.2011 - 07.2013
Bachelor of Science - Animal Biotechnology
Avinashilingam University For Women
MBA - Human Resources Management
Sikkim Manipal University
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