Akshara Thej U

Actively looking out for a job.Was Subject Matter Expert (SME) Including Roles & responsibilities of Team Lead. Leading 26 members team. worked for Insurance P&C, Life, Annuities, Disbursement, P&C Renewals multiple sub-process, reports

Work Experience #1

Company: AXA Business Services Pvt Ltd

Join date: December 2010 to February 2013

DESIGNATION: PROCESS ASSOCIATE

Line of Business: Canada Property and Casualty Insurance

Products:  Property and Casualty (Commercial General Liability, Auto, theft, Crime, E&O)

Process: Quote Generation, Renewals

Responsibilities involve:

-Receiving Submission (Application) from Underwriter from onshore in WTS (work tracking system). 

- Verifying Submission (Application) and validating Physical address and Zip Code Address in Canada Post (Physical Address and Zip code Address) and LMS (Physical Address)

-We manually enter details from application into our system called EDM

- Creating Name insured under Sole proprietor, Partnerships and Incorporated company names.

-Updating Policy Period in EDM

- Updating Property and Casualty LOB coverage information in EDM system

Life Insurance

- Handling Full and Partial Surrender (Payments) of Variable Life (Stock exchange account) policies

-Handling Full and Partial Surrender (Payments) of Non-Variable Life (Fixed account) policies

Work Experience #2

Company: Crossdomain Solutions Private Limited

Join date: April 2013 to July 2014

DESIGNATION: PROCESS ASSOCIATE 1

Line of Business: US Property and Casualty Insurance

Products:  Property and Casualty (Commercial General Liability, Auto, theft, Crime, E&O etc)

Process: Renewal, Reinstatement, Cancellation and Endorsement 

Responsibilities involve:

-CSRs from onshore will send the details of policy on Accord application.

- after opening the Accord application we will identify if request is for Renewal, Reinstatement, Cancellation or Endorsement

-Verifying Accord Application and validating Physical address and Zip Code Address in USPS

-We manually enter details from Accord application into our system called EPIC

- Creating Name insured under Sole proprietor, Partnerships and Incorporated company names.

-Updating Policy Period in EPIC

-if it is renewal policy, we open policy using policy number

- Updating Property and Casualty LOB coverage information in EPIC system

- Issue/Renew/Reinstate/Endorse/Cancellation of Property and Casualty (Commercial General Liability, Auto, theft, Crime, E&O etc) policies as requested by CSR.

Work Experience #3

Company: Tata Consultancy Services Ltd.

Join date: May 2015 to June 2018

DESIGNATION: SENIOR PROCESS ASSOCIATE (SME)

Line of Business: US Life and Annuity Insurance

Products:  Life, Annuity, Preferred Annuity

Process: Onboarding, Transfer, Reinstatement, Hierarchy Change Corp to Corp Change, Entity Change.

Responsibilities involve:

-On-boarding new agents with Field Marketing Organization (FMO) for Life, Annuity and preferred Annuity insurance line of businesses with financial details and Commission rates.

- Transferring agent from one Field Marketing Organization (FMO) to another Field Marketing Organization (FMO) with financial details and Commission rates.

- Changing hierarchy and Commission rates for agent with Field Marketing Organization (FMO) 

- On-boarding Corporation, changing hierarchies in corporation and removing Corporation for agents.

- Cross trained on other sub-processes and handling production and special projects. 

- Ensuring commission is paid to agents and his/ her Hierarchies correctly as per requested commission percentage.

- Handling complete Process training for new team members.

- Handling queries of team members and onshore. 

-Allocating workload to team members and managing workload.

- Handling onshore calls on activities, Escalation and updates.

- Handling onshore workload and project reports, daily status report, Notification reports. 

Work Experience #4

Company: MFX Infotech Pvt Ltd to Allsec Technologies Limited

Join date: December 2018 to January 2023

DESIGNATION: SUBJECT MATTER EXPERT (SME)

Line of Business: US Property and Casualty Insurance

Products:  Property and Casualty Insurance Renewals

Process: Binding Agency Bill/ Direct Bill policies, Endorsement, Revised Renewals, New Business Binds, 

- Renewing Agency Bill Policies and Direct bill Policies, Endorsing Policies, Revising Quote and Binding New Business (PAS)

- Migrating new projects and Applications (Image Right/ AURA)

- Leading 26 members team
- Handling complete Process training for new team members.

- Handling queries of team members and onshore. 

-Allocating workload to team members and managing workload.

Bcom Graduate from Bangalore Univerity