Urvesh Thakkar Email & Phone Number

850 S Barrington Road, Streamwood

Ahmedabad Area, India

• Responsible for daily fund management, payments and wire transfer reconciliation ranging from INR 3 billion to INR 30 billion.• Responsible for risk analysis of Life Insurance proposals offered, based on personal data regarding health, habits, medical history, family history, occupation etc. of the proposer, decision regarding acceptance of risk with / without restrictive clauses for both term, endowment and annuity products.• Professional insurance consulting to life insurance agencies / vendors.• Authorized life insurance approvals with limits up to INR 1.5 million for ages 0-70 and 55-85 for pension plans and all substandard cases.

Ahmedabad Area, India

• Responsible for closing of Divisional Office Accounts and their submission to higher office after accepting and approving Trial Balances of more than 30 subordinate Branch Offices with their consolidation in Accounts of Divisional Unit.• Responsible for daily fund management, payments and wire transfer reconciliation ranging from INR 3 billion to INR 30 billion.• Quality Control Visits to all subordinate Branch Offices under the Divisional Unit to supervise & check their books of accounts to ensure adherence to quality benchmarks of the accounts set by Life Insurance Corporation of India.

Ahmedabad Area, India

• Responsible for monitoring and reconciliation of collection and payment accounts.• Responsible for preparation & submission of the reconciled Account Statements to Divisional Office periodically.• Responsible for payments to policyholders, managing the branch fund and transferring surplus to the higher office daily.

Ahmedabad Area, India

• Responsible for answering queries and solving customer complaints and helping them out at each step enhancing customer satisfaction.• Pioneered CRM activities by using data warehousing and analysis to generate marketing leads.• Responsible for monitoring of activities under newly enacted Right to Information Act, 2005.

Ahmedabad Area, India

• Started journey at Life Insurance Corporation of India as a tri-lingual Typist and was oneof the first Computer Operators during the dawn of the IT revolution of India.• Using MS Office skills to write statements, letters, seminar booklets, ppt presentations foroffice.