• Gathered and verified loss run data from various sources to ensure accuracy and completenessduring the renewal process.• Analyzed loss run data to identify trends and potential risk areas, providing detailed reports tosupport underwriting decisions.• Communicated with clients to obtain necessary loss run information, addressing anydiscrepancies or missing data promptly.• Worked closely with internal teams, including underwriting, claims, and account management,to ensure seamless integration of loss run data into renewal packages.• Ensured the timely submission of loss run reports as part of the renewal documentation,adhering to client and regulatory deadlines.• Maintained organized records of all loss run data, ensuring easy access and retrieval for futurereference and audits.• Conducted quality checks on loss run reports to minimize errors and ensure high standards ofaccuracy.• Provided clients with clear explanations of their loss run data, helping them understand theimplications for their insurance coverage and renewal terms.• Identified opportunities to streamline the loss run process, implementing improvements toenhance efficiency and reduce turnaround times.

• Worked as part of the offshore Governance Risk and Compliance team and verifying the licensesof Financial Investment Associates and confirming whether the account related documents andinformation submitted by them on behalf of clients is complete.• Reviewed the new account form introduced to the firm by the field via the submission of newaccount paperwork in Business Process Manager for accuracy, completeness, compliance withfirm guidelines and industry regulations.• Worked as support to Financial Advisors for US Fortune 500 banks and assist in preparation ofClient Investment Report with details of Portfolio performance, holding information, Relativecomparison with analysis.• Creating and management of relationships on Salesforce (Advisor Desktop) application forprospective client• Preparation of Asset Allocation of portfolio which details investment in various categories suchas large cap, Mid cap, small cap, short duration bonds, long durations bonds etc.

• Worked for US client- healthcare claim process with the responsibility to adjudicate the claim asper the member policy, take appropriate action on claim to Pay/Deny/Route/Withdraw as perguidelines.• Provide training to new joiners in the team and ensuring successful execution of training needs.• Performed the role of subject matter expert on the floor having good hold on the process,meeting 100% TAT and SLA's• Along with the BAU, conducted brainstorming session for the team and played a major role insetting the agenda for the teammates.