Summary
Overview
Work History
Education
Skills
Languages
Personal Information
References
Timeline
Generic
REMYA MAHESH

REMYA MAHESH

Abu Dhabi

Summary

Dedicated to enhancing underwriting department operations with analytical and disciplined approach. Work with minimal direction to solve problems, resolve conflicts and respond to customer inquiries. History of being effective team member with full understanding of underwriting process and team needs. Well-versed in using Excel to create and update tracking spreadsheets. Competent administrative professional supporting underwriting process with effective document evaluation, report writing and file management skills. Proficient in issuing quotes, gathering details and reviewing renewal requests.

Overview

17
17
years of professional experience

Work History

Assistant Underwriter( Medical & Motor )

Liberty Insurance Broker LLC
11.2023 - Current
  • Ensuring that customers have competitive quotes according to their requirements.
  • Ensuring that all enquiries are entered in CRM and followed up in a timely manner
  • Ensuring that all the documents are uploaded in CRM.
  • Ensuring that all audit procedures are complied with
  • All the emails and calls must be acknowledged and replied to by internal and external clients.
  • Preparing reports on pending enquiries/quotes and coordinating with the team heads. • Actively resolve customer complaints and highlight the same to the team ahead
  • Maintained strong relationships with agents, brokers, and policyholders to ensure smooth communication and timely issue resolution.
  • Assisted in the negotiation of policy terms and conditions, ensuring optimal outcomes for both clients and the company.
  • Contributed to team success by providing training and mentorship to junior staff members.
  • Expedited the underwriting process through effective prioritization and organization of workload.

MOTOR INSURANCE UNDERWRITER

Liberty Insurance Broker
06.2023 - 10.2023
  • Gathering the requisite information from the clients for generating quotations and issuing policies and follow up on all the quotations/ responses
  • Coordinating with the clients and insurance company representative for smooth functioning of the Division
  • Build and manage relationships with clients and insurance companies
  • Increasing portfolio through sales, renewals, and cross sales
  • Ensuring the profitability of portfolio is increasing and maintained
  • Maintain policy register, files, and other records, performing system entries.

RELATIONSHIP MANGER

SBI General Insurance
10.2020 - 01.2022
  • Recruiting agents and providing regular training for selling health and other General insurance products
  • Achieving the targets assigned
  • Licensing, tracking and activation, for the agent
  • Maintaining Sound relationship with the agents and provide regular products and processing training to them
  • Playing the role of problem solver and actively resolving issues and queries.

MOTOR UNDERWRITING EXECUTIVE

Cosmos Insurance brokers LLC
03.2019 - 06.2020
  • Gathering the requisite information from the clients for generating quotations and issuing policies and follow up on all the quotations/ responses
  • Coordinating with the clients and insurance company representative for smooth functioning of the Division
  • Build and manage relationships with clients and insurance companies
  • Increasing portfolio through sales, renewals, and cross sales
  • Ensuring the profitability of portfolio is increasing and maintained
  • Maintain policy register, files, and other records, performing system entries.

INSURANCE ASSISTANT

Orient Insurance PJSC (contract staff)
02.2018 - 04.2018
  • Handling medical insurance endorsements
  • Adding and deleting members from the group policies
  • Issuing certificate as per the DHA regulations
  • Printing card for the respective group medical policies
  • Doing error correction based on the request received from respective sources
  • Handling Phone call

ADMINISTRATE ASSISTANT

Silver Globe insurance Brokers LLC
08.2012 - 11.2014
  • Giving renewal calls to the customers, issuing new insurance policies and renewal policies
  • Coordinating with the clients and insurance company representative for smooth functioning of the Division
  • Issuing cheque reference number
  • Preparing insurance invoice
  • Booking couriers and collecting payment from messengers
  • Performed various clerical duties such as documenting, photocopying, faxing, mailing, and organizing the filing system.

ADMINISTRATE ASSISTANT

Lucky Star Elector Mechanical Co
12.2006 - 12.2007
  • Attending phone calls
  • Invoicing
  • Ordering stationery
  • Maintaining proper records of incoming and outgoing correspondence and file documents in a systematic manner, keeps all assigned files up to date
  • Preparation of cheque and issuing it to suppliers/ creditors
  • Preparation of purchase requisition, purchase orders, work orders

Education

Cert CII -

Chartered Insurance Institute, London

Associateship (AIII) -

Insurance Institute of India, Mumbai, India

Licentiate -

Insurance Institute of India, Mumbai, India

Bachelor of Arts Political Science -

Kerala, India
07.2003

Skills

  • Data analysis
  • Problem solving
  • Time management
  • Clerical Assistance
  • Risk Management
  • Microsoft Office
  • Relationship Building
  • Decision making
  • Policy administration

Languages

English
Hindi
Malayalam

Personal Information

Date of Birth: 05/13/1986

References

References available upon request.

Timeline

Assistant Underwriter( Medical & Motor )

Liberty Insurance Broker LLC
11.2023 - Current

MOTOR INSURANCE UNDERWRITER

Liberty Insurance Broker
06.2023 - 10.2023

RELATIONSHIP MANGER

SBI General Insurance
10.2020 - 01.2022

MOTOR UNDERWRITING EXECUTIVE

Cosmos Insurance brokers LLC
03.2019 - 06.2020

INSURANCE ASSISTANT

Orient Insurance PJSC (contract staff)
02.2018 - 04.2018

ADMINISTRATE ASSISTANT

Silver Globe insurance Brokers LLC
08.2012 - 11.2014

ADMINISTRATE ASSISTANT

Lucky Star Elector Mechanical Co
12.2006 - 12.2007

Cert CII -

Chartered Insurance Institute, London

Associateship (AIII) -

Insurance Institute of India, Mumbai, India

Licentiate -

Insurance Institute of India, Mumbai, India

Bachelor of Arts Political Science -

Kerala, India
REMYA MAHESH