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Insurance Analyst @ M&G Global Services | Managing Adviser Charges, Resolving Queries

About

M&G Global Services benefits from expertise in adviser charge and policy alteration management for UK clients. Responsibilities include managing adviser charges, resolving queries related to retirement accounts, and ensuring the delivery of accurate information to support adviser-client interactions. Holds a Bachelor of Commerce from Mumbai University with demonstrated skills in communication, multitasking, and attention to detail. Committed to fostering operational excellence and meaningful client engagement in financial and insurance services.

Location

Mumbai

Work experience

Insurance Analyst at M&G Global Services Private Limited, Jun 2023 - Present · 3 yrs 1 mo, Mumbai, Maharashtra, India, 1. Works on Adviser Charge and Policy Alteration for which I have received multiple signoffs. 2. Manage Adviser Charges of Advisers for UK clients. 3. Resolve Multiple Queries of client and Advisers regarding Retirement Account. 4. Ensuring Accuracy in providing Correct and appropriate information to advisers so that they can offer services accordingly to Clients.

Operations Executive at Turtlemint, Nov 2021 - Jun 2023 · 1 yr 8 mos, India, 1. Intermediated between the insurer and client by providing quotations to interested clients on different available policies. 2. On boarded clients by resolving their queries and apprising them of the benefits and guidelines. 3. Issued policies of multiple insurance companies by ensuring payments of premium. 4. Evaluated premiums by reviewing the authenticity of proposals shared by insurers.

Health Specialist at Turtlemint Insurance, Nov 2021 - Jun 2023 · 1 yr 8 mos, Managed client onboarding and policy servicing processes in a high-volume environment. Performed data validation and ensured accuracy in policy-related transactions. Resolved claims, discrepancies, and escalations within defined SLAs. Coordinated with internal teams to address issues and improve turnaround time. Maintained service quality through consistent adherence to process guidelines.

Accounts Receivable Associate at GeBBS Healthcare Solutions, Jun 2021 - Nov 2021 · 6 mos, India, 1. Analyzed multiple receivables due from healthcare insurance companies. 2. Evaluated the claims by aligning with appropriate denial and appeal management procedures. 3. Initiated necessary follow up actions to get appropriate claims reimbursed. 4. Developed strong analytical and reasoning skills with the ability to comprehend and communicate with international clients.

Education

Bachelor of Commerce - BCom, commerce, Mumbai University Mumbai

Bachelor of Commerce, Ghanshyamdas Saraf College of Arts & Commerce