Sample Insurance CV - CV Formats / Templates

Insurance CV - Sample

RAGHAV SINGH
E- MAIL: - raghav***@gmail.com
Mobile No. : +91-99********
Work Experience
  • 2 years of experience as Commercial Underwriter in underwriting department of ABC General Insurance Company.
  • Handled underwritings project on : Fire products, Engineering products, Miscellaneous products and Public Liability products.
  • Conducted 15 risk inspections in steel, cement and civil industry.
Job Responsibilities:
  • Provide quotations for new and renewals business.
  • Policy approvals.
  • Meeting clients to solve their queries & brokers for better understanding and services.
  • Support sales team to convert the business.
  • Conduct Underwriting training for sales & operational teams.
Projects undertaken
Title 1: Quote Management System for Erection All Risk product.
Title 2: Quote Management System for Contractor’s All Risk product.
Academia
  • PGDM in Insurance Business Management from XYZ institute in 2009 with 71% marks.
  • Qualified two Fellowship (Non-Life) exams: Risk Management & Reinsurance Management.
Academic Trainings
  • Two months summer training on "INVESTMENT OPTIONS AT ABC BANK."
  • Six weeks summer training on "Statistical Methods for Structural Analysis for Microwave Applications" at XYZ Co. Ltd.
Computer Knowledge
  • Well versed with MS Office, C, C++, MATLAB.
Extra Curricular
  • Played "Inter Bank cricket tournament."
  • NCC 'B' certificate holder.
  • NSS (Nation Social Service) certificate holder.
Personal profile
Languages known : Hindi & English.
Date of Birth : 18-August-19**.
Hobbies : Dancing, playing cricket.
Address:XXXXX.
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Sample Auditor CV [Freshers / Experienced] - The Auditor sample CV outlined below can be used to create effective CV for your job application.
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Sample Banker CV [Freshers / Experienced] - The Banker sample CV outlined below can be used to create effective CV for your job application.
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Sample Billing CV [Freshers / Experienced] - The Billing sample CV outlined below can be used to create effective CV for your job application.
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Sample insurance CV
AMIT XXXX
Mobile no: +91 9******** ?
E-mail:

Summary

- An insurance professional with more than 7 years of experience in insurance risk management.
- Ability to understand, identify, analyze & recommend the changing business demands of property & casualty related risks exposed to an organization.
- Possess core expertise in Claims management starting my career with Cunningham Lindsey International Pvt. Ltd. (Indian operations) as a Loss Adjuster.
- Working as an insurance manager and handling the insurance risk management portfolio of no. 3 Indian Telecom Co. for last 5 years.

Achievements

-Cost optimization: In last five years successfully managed to negotiate the insurance premium cost within 0.04% of the total Sum Insured for all property & employee benefit related insurance

covers (total portfolio) put together for an organization.
- Risk mitigation: - Implemented Loss minimization processes & insurance awareness at office, stores, warehouses, cell sites, vendor storage & customer storage locations, which has

successfully curbed the claim ratio’s around 50-70% for last 3 financial years.
- Successfully implemented end to end insurance management system on SAP platform for Tata Teleservices Ltd.
-Re-structured insurance clauses in company’s commercial contracts with telecom vendors, 3P logistic co’s., business partners
-Bench marked policy wordings & coverage's for various property & employee benefit related insurance covers.
- As a Loss adjuster assessed more than 100 catastrophic insurance claims between 2004-2006.

Qualification: -

PROFFESSIONAL QUALIFICATION

- DNIIT – NIIT in May ‘XX
- L.I.I.I – Licentiate from Insurance Institute of India.
- A.I.I.I – Associate Examination from Insurance Institute of India (cleared 3 papers).
Pursuing M.S. in Risk Management (General Insurance Stream) from XXX university, Hyderabad.

ACADEMIC QUALIFICATION

B.Sc. in Physics – with Computer Science – Oct XX

Work Experience

-XXX Teleservices Ltd. (Aug ‘XX – Present) – Insurance Manger

Key Responsibilities: Insurance Planning and Risk Management for XXX Teleservices Ltd. & subsidiary companies XXX Teleservices Ltd.,YYY Mobile India & XXX Internet Service Ltd.

-Renewal exercise & seeking for new insurance covers
- Preparatory work on Policy under writing, checking correctness of policy terms and conditions.
- Finalisation of adequate Sum Insured to be considered for renewals & fresh insurance covers.
- Preparing Request for Quote (RFQ) / mandates, receiving effective quotes for insurance renewals, negotiating competitive renewal premium rates with insurers, insurance consultants and

reinsurance brokers, preparing management notes & getting management approvals, finalising M.O.U's with insurers.
- Coordination with insurers, insurance consultants, reinsurance brokers on correctness of issuance of policy doc.
-Monthly insurance related compliances with insurers and loss adjustors
- Monthly insurance declarations of net increase in property based & employee benefit insurance policies.
- Scrutiny of endorsements issued by insurers, processing of premium payments, submission of monthly declarations data, refunds to be received from insurers, reconciliation of cash deposit

accounts with insurers.
- Filing of all insurance claims with all relevant data, claims documentation & concurrences on claims working & settlements.
- Fort night reviews with insurers on monthly insurance payments, insurance policy administration, MIS on claims outstanding and deficiencies on claims documentation and information on

claims.
- Follow up with surveyors/loss adjusters on claim documentation, deficiencies/clarifications, submission of inspection / survey reports, Third party administrators and other agencies related

to insurance.

Management compliances

- Preparing Monthly Insurance report giving month’s insurance activity to the management, MIS reporting, Audit Compliances, Budget formulation, Internal Management Notes on insurance

coverage’s.
- MIS/dashboard on insurance claims.
- PPTs on monthly, quarterly performances of insurance function for the Management committee & Executive committee board meetings.
-Compliances of internal customers & cross functional teams within the co.
- Follow up with various functions (weekly video calls / conf. calls) in corporate office and operating circles for insurance renewals / monthly additions / monthly deletions of assets /

premium payments and claims documentation.
- Streamlining insurance activities by preparing insurance Manuals / insurance awareness ppts. / insurance processes / risk mitigation / loss minimization guidelines for timely accurate

filing of insurance claims, efficient claims documentation, review in commercial contracts with vendors & mitigating/avoiding iteration losses.
- Taking monthly review of 23 operating regional teams for claims & insurance payments and timely escalations on pendencies to higher management.
- Resolving IT related product issues in SAP & developing new insurance requirements in SAP for monthly insurance declarations, claims management, development of reports & trackers in SAP.
- Giving SAP developers inputs for mapping the business process, scrutinizing and finalizing solution ppts for implementation in SAP. Testing the product in User Acceptance Testing (UAT),

Quality Testing (QAS) & in Production server (PRD).

ABC Int. Pvt. Ltd. (May ‘XX – July ‘XX) – Loss Adjuster

Key Responsibilities: Conducting inspection (Survey) & re-inspection of property in question of suffering a loss; examining, inquiring, verifying and checking upon the causes and the

circumstances of the loss in question including extent of loss, nature of ownership and insurable interest.

-Estimating, measuring and determining the quantum and description of the subject matter of Insurance under loss and Calculating the Value at Risk of Insured property;
- At an event of loss, advising the insured about loss minimization measures, loss control, and safety measures to avoid further losses and to bring down the loss for the Insurer’s;
- Commenting on the admissibility of claim on comparison and observance of warranty conditions under the policy contract;
- Determining the liability of the Insurance Co. under the contract of Insurance; solving the disputes & Satisfying queries of the Insurer/Insured and getting their consent for finalization

of claims;
- Preparing Interim Reports, Preliminary Reports, Pre-Dispatch Reports, Pre-Inspection Reports, Letter of Requirements & subsequent Reminders for follow-up of the claim; and finally Final

Survey Report which we further submit to the Insurer;
- Assisting Group Leader for Valuation & Risk Inspection of Plant & Machinery, Building, property, etc and preparing Reports.
- Effective team member in Catastrophic losses, in a team of 20 loss Adjusters where more than 700 claims assessed during Silvassa floods in 2004, Mumbai floods in 2005 & in Baroda, Surat

floods in 2006.
- Discussing various issues towards the queries of the work flow which is based on .net technology, for all web based reports issued for client / Insurance Co.
- Co-ordinate the work of Trainee Loss Adjusters with monthly status, discussion of pending claims, queries pertaining to the workflow of our web site.
-Clients claims handled: - Manufacturing co’s, FMCG, Power sector co’s, Oil mills, Marine shippers, Retailers, Residential & commercial developers, Project companies, IT companies, Banks,

Real estate, media, etc.

Extra Curricular Activities: -

-Participated in various soccer tournaments at school, college, professional, corporate level.
- Written articles on post match analysis for xxxxx.net
- Headed Astronomy club in college.
- Participated & organized fashion shows for NIIT during college.
- Represented college & company for soccer & cricket team. Represented local area Third Division Football Club.

Personal details: -

-Date of Birth :
-Languages known :
-Address:
Sample insurance CV 10-13-2012
Sample insurance CV
Manish XXX,
Phone: +91-9*******
E-mail: baliyan5@rediffmail.com

Summary

An alumnus of XXXX Institute of Management Studies, Pune, having worked for more than 8 years in various fields in Insurance- including property and casualty, liability, reinsurance, trade

credit . The skills set I have are analytic skills, excellent communication & interpersonal skills, systematic approach & positive thinking. The current focus in my job is to work towards

managing consulting and presales assignments with non-life insurance companies for their technology needs.

XXX Services Ltd. - Mar `XX – Present

Business Analyst - Global Consulting & Presales

-Working as a non-life insurance functional consultant in the enterprise level Insurance Solutions - Product Group.
-Managing the Presales assignments with non-life insurance companies – plan and develop responses to customer requests for information and proposals – RFI & RFP.
-Leading the assignments to benchmark client business processes, conduct gap & requirements analysis and recommend the new solution with development/improvements efforts.
-Plan and implement the configuration of innovative solutions to meet customer business requirements and expectations. Organize and conduct the workshops for demonstration of the insurance

product/processes in XXX insurance to the potential/existing customers (presenting to C-level executives, and senior business and technology leaders).
-Conceptualize the solution framework and prepare the business specification documents. Guiding the development team for insurance products, operations and processes configuration as per

clients business needs.
-Responsible for providing input for product develop and future roadmap as well as understanding the scenarios, features and functions within each of the products and how these are applied to

address business and technical problems. This includes interacting with Product Management and Development on an on-going basis to provide inputs for future roadmaps.
-Good knowledge and experience in different business process areas such as New Business, Policy Administration, Claims, Billing, Party Management etc. and sub-processes such as quotation,

policy issuance, endorsements, policy administration, claims, etc.
-Achievements in current responsibility include – Lead multiple assignments and converted two new clients for XXXX Insurance.

YYY Pvt. Ltd. - Aug XX – Aug XX

Senior Manager

-Advising the corporates and the banking/finance companies for trade credit risks, structured trade finance, factoring and political risk coverage requirements. Understanding and analyzing

the client requirement and structure solutions with detailed terms and conditions for the contract.
-Developing new business and nurture relations with senior management of various financial institutions and large corporates which are engaged in factoring, trade financing or have large

trade credit exposures. Lead the product presentation, analysing the credit risk information, devising solutions, negotiation, placing risk with underwriters - Indian/Overseas, final

negotiation & arranging contracts, continuous advisory on policy matters.
-Advising on all aspects of trade credit related product and policy operations – credit limits, turnover monitoring, debt recovery arrangements, overdue management and claim settlement.
-Managing relationship with all domestic as well overseas underwriters for credit insurance. Developed a good understating of underwriting capabilities of various insurers.
-Responsible for managing relations in the northern as well as Kolkatta regions. Working on forging relations with factoring companies, exporters, domestic trading companies in trading

business.

ABC General Insurance Company Ltd. - Oct 20XX – July 20XX

Deputy Manager

-Launching and developing the market for a unique product – Credit Insurance. Establishing processes and systems for the reinsurance support for Trade credit and Political risk vertical

requirements. Developing relations with channel partners – Banks, factoring NBFCs, Export Associations, Brokers, Credit limit analysis and Loss prevention arrangements.
-Appraising new trade credit insurance proposals. Analyzing the risk, designing and structuring solutions and arranging reinsurance covers with commercial & risk agreements.
-Account manager and supervisor for all aspects of risk associated with product and policy servicing on behalf of the reinsurer– advising on credit limits, turnover monitoring, debt recovery

arrangements, overdue management and legalities in claim settlements.
-Managing global risk management programs for multinational organizations, providing credit cover, risk advisory, contracts for legal actions and claim settlement
-Managing relationship with Banks, Factoring companies & Leading Brokers for the North India and Kolkata regions and helping these channel partners with product advisory, product

customization for covering the structured finance and the receivable/purchase finance deals.
-Gathering market and customer information and assess marketing potential and Identifying prospective risk associated with various customers across various industries and geographic regions
-Engaging in training and awareness development of the staff of our branches in respective locations and our channel partners plus assisting them in business processes.

MNO Insurance Company Ltd. - July `XX – June `XX

Health Insurance

-Market research, Process analysis, Product & sales support for launching Health Insurance vertical.
-Sector specific intelligence gathering methods for insurance risk/opportunity analysis
-Conducted market research, defined information gathering process and analysis for risk management & underwriting in health vertical.
-New framework and systems design for sales, underwriting & operations processes and technology system implementation for the new product launch.
-Conducting the orientation programme & training the team members for the new systems implementation for health insurance products.
-Manage and supervise the sales support activities like recruitment, training and performance needs of the sales teams and advisors.
-Liaison with various sales channels and ensures that the market information is recorded & enquiries are serviced.

Education

20XX – 20XX - XYZ Institute of Management Studies

-Post Graduate Diploma in Management – Finance & Marketing
-Scored 73% marks.

19XX – 20XX - Institute of Management Studies & Research

-Bachelor of Business Administration.
-Scored 69 % marks.

Certifications

-Pursuing higher studies as student member with Actuarial Society of India.
-Licentiate with Insurance Institute of India. Pursuing Associate Certification with III.

Personal Details

Address –
Date of Birth –
Languages Known:
Sample insurance CV 10-13-2012
Sample insurance CV
AJ XXXX
Email
Phone -
Location -

Objective

Aspiring for a promising and motivating career that gives me scope for continuous learning & where my skills, knowledge and spirits for team work & leadership role.

Profile

Seasoned in operations & customer services focused professional with comprehensive business consulting, transition management, process improvement, feasibility analysis, design and

development. More than 10 yrs of experience in provider contract management & networking, billing, managing large team operations, Insurance Operations & claims management , MIS, Customer

Services in areas of operations, healthcare financing & Insurance. Handled various kinds of healthcare assignments & guided healthcare business analysts on projects. Excellent communication &

interpersonal skills with business team for timely, speedy resolution to complaints and grievances. Drove a team of 200 associates & analysts for physician billing, medical coding, provider

billing, claims management and administrations ensuring customer satisfaction by achieving service delivery quality norms. Propelled contribution confidently under pressure and thrived

challenges. . I am looking forward for a career that will enhance my skills with an organization where I can prove my skills and prove to be an invaluable asset to the organization.

Academic qualification:

20XX - Post Graduate Diploma in Insurance Management (PGD Insurance Management), XXX Institute of Management studies.
20XX - Master in Business Administration (Hospital Administration), XXX University.
19XX: Post-Graduate Diploma in Computer Application (PGDCA) XYZ University

Professional summary

Sr. Manager – Insurance, Billings/Claims & Operations at ABC Hospital, Chennai (a multi-Super specialty 750-beded hospital) from March 20XX to as on date

Responsibilities

- Managing for Insurance service both domestic and international corporate clients, Insurance clients & retail groups.
- Coordination & Liasioning with Insurance companies, TPAs & Government statutory bodies (State Govt and other ministries, Finance Ministry, IRDA etc) for smooth operations (networking,

Claims management, bills settlement & compliances.)
- Monitored all customer services related issues to ensure high degree of Customer Satisfaction Index by working with Departments.
- Coordinating for the administration, direction to Hospital & Centers assigned departmental activities for the purpose of attaining customer satisfaction and the objectives set forth.
- Recommended to Directors of Medical Departments / CEO /Managing Director of the organizational structure, staff assignment, staffing requirement, appraisals, operational procedures, Policy

& service delivery needed for administrative, non-professional and paramedical hospital functions.
- Reviewing operational reports, statistical data and MIS managing for Hospital on a continuing basis, SLA adherence to help monitor assigned services operations & implementation and

compliance measures to various protocols as per Quality norms (JCI / NABH).
- Coordinating with Head Sales, Brand manager, Marketing Managers, plans for the development of new services and promotion of the public image..
- Works closely with the Directors of Medical Specialties / Chief of Nursing to analyze and evaluate clinical aspects of care in order to improve quality of patient care and plan for better

utilization of paramedical staff for NABH Compliance

Sr. Manager – Operations, Claims at XYZ Co Ltd from March 20XX to February 20XX
KRAs:
-Managed a team of 200 Claims & enrolment process associates for adjudication, bills process, medical consultants for physician billing, medical coding & Health Payers management
-Negotiated tariff, schedules and discounts with service providers (i.e. Multi-specialty hospitals, Super-specialty hospitals, nursing homes, Diagnostics centres) by region/city basis.
-Analyzed provider hospitals network usage from time to time on a periodic basis, Network Planning and development of providers for PAN India coverage for creating an effective claims system

& infrastructure for direct business
-Provided administrative and logistical support required for the smooth functioning of the offices / facilities. Ensure that proper systems and procedures are followed, including statutory

compliance items.
-Supervised and liaisoned with claims team for effective synchronization in efforts to manage claims process including co-coordinating & communicating with coinsurance and Double Insurers
-Maintained general liaison and communications with medical staff and all levels of supervision and staff, and with Corporate Department Heads as and when needed. Ensured customer service

measurements through area Marketing Department questionnaires and surveys & coordination with regard to conduct of workshops, seminars, Conference for doctors & consultants
-Maintained MIS report on premium analysis metrics and reporting throughout the process, claim settlement/loss ratio, cost control analysis, SLAs & TAT for claim settlement, aging analysis,

Outstanding claim analysis, IBNR report
-Attended to clients/customers concerns, complaints, grievances and taking necessary steps wrt services delivery & resolutions minimizing escalations
-Coordinated with clients/brokers/advisors/intermediaries/consultants/legal experts/regulatory body i.e. IRDA, ministries, Consumer Forum and legal bodies

Manager – Healthcare Operations, Claims at MNO General Insurance Co Ltd from January 20XX to February 20XX

KRAs:
-Managed for smooth overall functioning of operations ranging from policy service, claims process handling and audit/compliance, customer service, underwriting & new product development wrt

Group, corporate and retail health products, Personal Accident, Workman compensation, Travel Insurance, Micro insurance
-Collated data across product lines reconcile them with financials and update claims triangles. Performed Competitive analysis and product positioning exercises for the insurance products of

our clients
-Monitored the performance of the products, product profitability and utilization & new product development.
-Supervised Claims processing team: manages, reviews and resolves claims, including medical billing process, determining course of action, developing arguments and addressing claimants'

rebuttals, conducting preliminary negotiations and preparing & issuing notices to claimants and other third parties
-Assisted in overall case resolution strategies, settlements and litigation support
-Performed claims experience analysis, claims savings, claims development studies, risk analysis and Fraud Analytics
-Supervised audits initial scrutiny of new business appliances, requests and complaints and ensured process adherence meet targets i.e. regular monitoring TAT and SLA. Development and

maintenance of standard operating procedures (SOP) as lad out in the ISO procedure.
-Monitored provider performance (preferred provider network hospitals) to improve overall quality and efficiency including cost savings through network provider vs. non-network hospitals

through in-house team and with concerned allocated TPAs
-Maintained MIS reports for appraising the top management in regional offices & HO and corporate clients on Premium analysis, claim settlement ratio, TAT for the claim settlement, Ageing

Analysis, Outstanding claims Analysis, Hit Analysis and Reserve report
-Handled & Resolved the escalated key issues faced by business partners (i.e. agents, brokers, banc assurance partners etc.)

Notable Contributions & Achievements

-Certified as a Lean Sigma Quality Consultant for Insurance Claims Operations
-Deeksha Certification: Motor and Health Training at XYZ General Insurance Company
-Received constant accolades from senior management for consistently providing the best service.
- Exceptionally Instrumental in liaising with the insurers i.e. New India Assurance, National Insurance, United India Insurance, Oriental Insurance, ICICI Lombard, HDFC Chubb Gen. Insurance,

Cholamandalam General Insurance and Reliance General Insurance for policy details, benefit plan details & exclusions
-Pivotal role played in linking with provider contracting & network (4500) and non-network (3000) hospitals for claims settlement and investigations

Projects Undertaken

1. Accounts/ bills (Credit/REVENUE CYCLE MANAGEMENT) management for the corporate hospital - A Critical analysis on the recovery performance of bills of a 500-bedded multi-specialty ABC

Hospital.
2. Cost analysis for the Hospitality services in the paying wards at ABC Institute of medical Science.
3. A study on nursing manpower deployment planning (MDP) for XYZ Hospitals.
5. A study on Recruitment and Selection process at ABC.
6. Manpower assessment of a 550-bedded multi-specialty hospital, Rourkela using Functional analysis approach
7. A study on Cash Management in OP department at ABC, Hyderabad

Computer Skills

MS-DOS, UNIX, Linux, SQL, Windows XP/Vista, C, C++, HTML, MS-office, Outlook, Acrobat Reader, Acrobat Writer/Creator

Personal Details

Date of Birth:
Address:
Languages Known:
Sample insurance CV 10-13-2012
Insurance CV sample

Insurance CV sample



Avadesh
Mobile: +91-98********
avadhesh****@ymail.com

Career Profile

-Experienced insurance professional with significant skills and proven record of accomplishment.
-Versatile insurance industry professional with extensive experience of managing insurance teams in variety of business environments.
-Experienced insurance analyst with extra ordinary organizational skills and detail oriented.
-Proven record to ensure that insurance customers are retained.
-Experience of team management and developing insurance reports.
-Managed large teams to deliver projects within deadline and to budget.

Key Skills

-Capable insurance sales expert
-Expertise in risk analysis.
-Excellent supervising and monitoring skills.
-Well verse with insurance regulations, instructions and safety rules.
-Strong in calculating figures like percentage, discounts, commissions, interest etc.

Personality Traits

-Excellent Communication and analytical skills.
-Excellent time management skills.
-Strong organisational skills.
-Expertise in handling team.
-Excellent ability to work under pressure also.

Professional Experience

Company Name- XYZ
Insurance Specialist
Aug 20**- Till Date

-Prepare proposal request for third- party, liability insurance and employee benefit programs.
-Assign tasks like maintaining PF records to the eligible employee.
-Prepare quarterly unemployment tax payments.
-Prepare auditing quarterly benefit statements.
-Setting up claim files and monitor the claim/authorizing settlements.
-Receive the premium payments and deposit it.

Company Name-XYZ
Insurance Specialist
Jan 20**- Dec 20**

-Prepare billings to LOA, retirees etc. employees for health insurance premium.
-Enrol the eligible employees for various insurance coverage.
-Maintain the claim files and prepare premium payments.
-If necessary, recommend for the necessary changes in individual insurance.
-Notify about the payroll of deduction changes to the employees.
-Conduct training sessions for the new associates.

Achievements

-Achieved employee of the year in 20**.
-Recognized for making sales profit 20% in year 20**.

Academic Qualifications

-B.B.A in IT from “XYZ” in 20**.
-HSC from “XYZ” in 20**.

Personal Details

Date of Birth: 15 May 19**.
Languages known: Hindi and English.
Address: XYZ.
Ishita kispotta 09-27-2012
Sample CV for administration and operations in insurance
Javeen Kumar
Mobile: 09XXXXXXXXX
Email: XXXXXXXXXX@gmail.com

SYNOPSIS

-A result oriented candidate with 8 years of total experience in the field of Insurance, Administration & Recruitment.
-Experience in handling detailed operations / formalities respected to life insurance field.
-Post graduated in commerce with a Specialization in Business Administration.
-Good written, communication, inter personal and ability to work with a team in multi cultural environment.
-Diligent, self motivated, resourceful, open to new challenges and solutions.

AREA OF EXPERTISE

-Field of Insurance & Customer Service.
-Administration and operations in insurance
-Can take up assignments in support and operations in back office.

WORK EXPERIENCE

Jan 2012 - till date - Company... - Team Leader

Responsible for:-

-Responsible for service delivery of the PSK(Pass port Seva Kendra).
-Good in day to day Operations of the branch
-Report to the Customer Service Manager.
-Resolve customer queries and issues.
-Ensure quality of services delivered.
-Escalate customer issues for quick resolution.
-Execute activities to meet the service period SLAs
-Handling the team on 48 CSEs
-Managing the acceleration.
-Providing any daily reports.
-Smooth functioning of daily branch operations.
-Manage 3 member team working on executive level.
-Initial Underwriting, Proposal Login & documentation as per KYC & AML guidelines. Pending cases followed up for issuance.
-Medicals for individual, HNI`s home visit, Group insurance & E-Insurance clients.
-Bank reconciliation, Monitor all cashier activities, EOD cash & cheques tally.
-Policy Servicing, Effective handling of internal & external clients.
-Audit related activates.
-Effective Claims handling.

Rewards:-

-Certificate for best Branch OPS Support
-Branch was rated No 1 for Persistency

EDUCATIONAL QUALIFICATION

-Post Graduate M Com. from ..............
-B Com. from ..............
-HSC from ..............
-SSC from ..............

PERSONAL DETAILS

Date of Birth
Marital Status
Languages known
Sex
Sample CV 09-11-2012
Insurance professional CV sample

Insurance professional CV sample



Madhuresh
Mobile: +91-98********
madhu****@ymail.com

Career Summary

- Specialized in risk and insurance management with six years of experience in providing expert support and directing company policy on a broad range of issues.
-Knowledge about risk management policies and issues.
-Coordinate with claimants, attorneys, insurance carriers and brokers.
-Experience of managing risk finance, claims administration and using safety assessments.
-Excellent presentation and explanation skills.

Key Skills

-Proficiency in administrative law, labor law,
-Strong team building attributes.
-Understanding of claims and business interest.
-Proven ability to make legal and regulatory risk decisions.
-Excellent interpretation skills.

Personality Traits

-Skilled negotiator,
-Energetic and enthusiastic for the task assigned.
-Team-focused as well as individual player.
-A Creative legal mind.

Work Experience

Company Name- XYZ
Insurance Coordinator
Aug 20**- Till Date

-Communicate with customers about merits of Insurance Policies.
-Follow-up with old clients and suggest the new policies.
-Provide solutions in any risk situation.
-Identify and achieve priorities and prioritize using tact and judgment.
-Assist renewal process for existing clients.

Company Name-XYZ
Insurance Generalist
Jan 20**- Dec 20**

-Understand customer’s financial status and suggest them the information about the appropriate policy.
-Deliver the policy, do the future follow ups and evolve the needs.
-Submit the forms and policy loan applications.
-Providing claim benefits and reassessing the customers.
-Develop business from corporate, and government sectors.

Achievements

-Completed Six Sigma (Black belt) in risk management.
-Participated in inter College management fest and scored first position in public speaking.

Qualification

-Certified Insurance advisor from IRDA in 20**.
-MBA in Finance from “XYZ”in 20**.
-Graduate in Commerce from “XYZ” in 20**.

Personal Details

Date of Birth: 09 September 19**.
Languages known: Hindi and English.
Address: XYZ.

Reference

Will be provided upon request.
Ishita kispotta 09-9-2012

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