Reshma Pushpan Email & Phone Number

Kitchener, On, Ca

Waterloo, Ontario, Canada

Thiruvananthapuram, Kerala, India

 Experience with MS Outlook, Excel, and Word.  Maintained weekly and monthly reports of payments made by clients directly or through brokers.  Reviewed and allocated payments received in general/lockbox accounts to individual accounts or policies to which the payment belongs.  Executed inter-company transfers for payments received from customers associated with a different line of business or bank account.  Efficiently managed inquiries and requests from clients, brokers, underwriters, and customers through calls and emails, also accepted card payments from customers and brokers over the phone.  Managed the production, cancellation, and reinstatement of policies based on discrepancies and EFT payments.  Analyzed monthly reports on customer accounts with outstanding payments, and issued past-due notices, and cancellation warnings.  Reviewed bank statements daily and reconciled checks as well as electronic payments (including EFT, American Express, MasterCard, and Visa) entered to the system.  Identified instances of overpayment in customer accounts and facilitated refunds when necessary.  Compiled and maintained weekly and monthly payment reports from clients, whether direct or through brokers.  Provided payment schedules and breakdowns to clients and brokers.  Provided training to newly onboarded colleagues on activities and operations.

Thiruvananthapuram, Kerala, India

Acquired new clients and managed their records and accounts.  presented proposals to potential customers. Implemented corporate sales strategies and addressed email inquiries.

Diploma Of Education, Hospitality Administration/Management

Diploma Of Education, Global Business Management

Master'S Degree, Accounting And Finance

Bachelor Of Commerce - Bcom, Commerce With Computer Application

Commerce