Poonam Sharma Email and Phone Number

Medical Underwriter

Risk Assessment on Financial and medical basis for Life insuranceHandling Group Insurance vertical for Underwriting

Set up a new pre-school Managing the school in a successful and cost effective wayHandle a team of teachers and all other staff members at school

Monitoring the functions of customer service executive, distribution operations executive and outsource cashierOver all administration, expenses and operations management of the branchEnsuring adequate controls and compliance of daily procedures in Branch OperationsFocus on persistencyOversee and address Administration and Facility issues of branchesMotivating, guiding and appraising the Branch Operation StaffHealthy business relations with all the distribution channels

Risk assessment of human lives on financial and medical groiunds.Mentoring new recruits about the underwriting principles, TALIC underwriting guidelines in order to help them to achieve their underwriting authority at the earliest.Analyzing the productivity data of the entire underwriting team and successfully prepared and published productivity report for the underwriting team month on month basis.Quality check of the issued cases to keep a check on the quality of the underwriting… Show more Risk assessment of human lives on financial and medical groiunds.Mentoring new recruits about the underwriting principles, TALIC underwriting guidelines in order to help them to achieve their underwriting authority at the earliest.Analyzing the productivity data of the entire underwriting team and successfully prepared and published productivity report for the underwriting team month on month basis.Quality check of the issued cases to keep a check on the quality of the underwriting decisions.Handling team of underwriters as team leader Show less

Scrutiny of New Business Applications for High Net worth Customers for 10 branches of HSBC ,all Mumbai; and the zonal branch of Tata AIG Life (for all the channels)Issuance of MTRF & fixing up of medicals with the TPA.Resolving Underwriting, Policy Servicing, Claims & Finance & Accounts related queries by coordinating with respective departments.Handling customer queries & complaints.End of day reconciliation of New Business Applications received with the report generated… Show more Scrutiny of New Business Applications for High Net worth Customers for 10 branches of HSBC ,all Mumbai; and the zonal branch of Tata AIG Life (for all the channels)Issuance of MTRF & fixing up of medicals with the TPA.Resolving Underwriting, Policy Servicing, Claims & Finance & Accounts related queries by coordinating with respective departments.Handling customer queries & complaints.End of day reconciliation of New Business Applications received with the report generated through CSO Log.Updating the sales team on pending raised by Underwriting, Policy Servicing & on new processes that are rolled out.End of day verification of the cashiering function.Monitoring the work of Outsourced staff.Back-up for the Assistant Manager Branch Operations. Show less