Sameeksha Jadhav Email & Phone Number

Mumbai Parel

India

Responsible for policy Issuance in the system for the product like Health ( Floater , Individual or personal accident policy ), Motor ( Two wheeler, Pvt Car, Commercialvehicles ) , Employee Compensaction ( WC ) policy & Specific Marine policies forseveral companies. And also responsible for the request received from the customerrelated to endorsement in the policy or any other request by customer / client.  Preparing Health ,Motor ,Specific marine ,wc Quotes as per customer Required Cordinating with Relationship Manager & Underwriter for ProposalsApproval ,Quotations & Related.  Managing Mails , Attending Customers Queries & replying to them on time .  Daily New Business putup in all the companies & Keeping day to day follow up withRelationship Manager.  Doing Follow up for all SME policies with Relationship Manager in sevral companies.  Depositing all the cheques in bank or Branch , Keeping all the payment record in MIS.  Responsible for taging the payment for correct policy number in system.  Checking all bank statment as well as commission statment whether the commissionis received or not on Monthly Basis.  Attending all company Portal traning .  In Motor Scheduling Vehicle Inspection & in Health Arranging the Medical checkup asper proposals .  Relesing Various Company Monthly Vendor code Invoice .  Checking all the required Documents placing or inward before the proposals /Business .  Calling to customers / clients for there renewal on daily basis.