Experienced Underwriting RFP Associate skilled in proposal development, data analysis and ensure accurate, timely submissions. Adept at managing RFP processes. Identified areas for process improvement to enhance efficiency and effectiveness in the RFP process.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Underwriting Support Associate - RFP Registration
Guardian India Operations Private Limited
02.2020 - Current
Analyze and interpret Request for Proposals (RFPs) to determine underwriting requirements and strategies.
Conduct detailed risk assessments and evaluations based on submitted proposals to ensure accurate underwriting decisions.
Prepare and compile comprehensive documentation and reports to support underwriting decisions and proposals.
Intake function includes all activities related to creating opportunity in Salesforce, format census as per guideline and to send it to next level. Inputting opportunity into Siebel Toolkit and forwarding on to broker.
Ensure all underwriting processes and decisions comply with relevant laws and company policies.
Engage with brokers to gather necessary information, clarify requirements and provide updates on status of their proposals.
Participated in ongoing professional development opportunities to stay current on industry trends and best practices for underwriting support associate.
Provide training and support to junior team members on underwriting processes and RFP analysis techniques.
Worked varied hours to meet seasonal and business needs.
Education
Bachelor of Commerce - Professional Accounting
Sri Krishna Arts And Science
Coimbatore, TN
06.2017 - 11.2020
Skills
Working knowledge in Microsoft Office MS Excel (Experienced with VLOOKUP and knowledge in PIVOT Table), MS Word
Good verbal and written communication skills
Ability to prioritize work and complete all tasks in timely manner
In high-volume environment and coordinate multiple tasks Ability to be effective
Technical underwriting
Teamwork and Collaboration
Adaptability and Flexibility
Certification
LOMA ALMI
Award
Received "Spirit of Guardian" Award for the month of August,2023.
Received Peak Booster - "Spot Award" for outstanding performance in going that extra mile and delivering timely request for proposals and accurate and providing timely quotes for the month of August and October,2023.
Timeline
LOMA ALMI
06-2024
JEDI Master
07-2023
ERT Basic Life Support Training & Basic Fire Safety Training