Vinay Naidu

· Collaborate with Client Service Managers to gain a comprehensive understanding of

· clients business and insurance needs, Florida[U.S.]

· Assist Client Service managers in preparing for internal renewal strategy meetings.

· (RSD) for FL and LA

· Assist in preparing renewal reports while collaborating with Client Service Managers to enhance

· technical skills. Coordinate and participate in internal meetings. Act as the primary point of

· contact for the branch, providing comprehensive daily support.

· Contribute to the development of service plans, reports, presentations, and other

· client-related documents as required.

· Coordinate between the GCoE and Onshore Teamsto improve service delivery.

· Communicate with insurers according to agreed parameters and processes to ensure

· effective client service.

Oversee end-to-end support of the policy lifecycle for Commercial Lines. Collaborate

· with insurance carriers to gather and modify insurance quotations. Assist Client Service

· Managers in comparing quotes, binders, and generating proposals.

· Provide support to a team of 5-7 Client Service Managers/Broker Placement Specialists

· at the branches. Take proactive steps to support new business, renewals, and

· remarketing activities.

• To provide standardized solutions and seamless support to Singapore Lloyds Services.
• Post journal entries and reconcile accounts, maintain general ledgers, and prepare technical statements.
• Having in-depth knowledge regarding Risk setup, Premium processing in SAP/Genius, Initiating Payments.
• Reviewing purchase order obtained from the Insured & updating the same in the contract to reflect on the invoices.
• Computation of premium amount, application of commission percentages, deductible taxes to the premiums & reconciliation /allocating the cash received against the transactions using application SAP.
• Reconciliation of cash, Cash receipt Payment, Allocation of Cash & Initiating wire transfer payments with the Specified Bank Details provided by the Onshore.
• Perform day to day case processing and adhere to process SLA (Service Level Agreement) in terms of production, productivity, quality Check and TAT.
• Effective management of correspondence/queries.
• Handling the team delegate tasks & set deadlines.
• Monitor team performance & reports on metrics.
• Communicated and resolved high complex issues with the clients.
• Preparation and review of comprehensive reports and dashboards for internal and external stakeholders.
• E- Accounting TA & Financial Statement Rendering on a weekly basis for premium collection.

• Marjory involved in Specialty insurance - Commercial Bond.
• Post journal entries and reconcile accounts, maintain general ledgers, and prepare technical statements.
• Accounts Payable/ Receivable activities involve daily premium calculations and posting same on systems.
• Prepare other statistical, financial, and accounting reports.
• Reconciliation of premium with Broker Statement and Premium Bordereaux.
• Compile and maintain claims data, rates and insurance data and records.
• Preparation and review of comprehensive reports and dashboards for internal and external stakeholders.
• Collections through statement generation, reminders and follow -up with various departments.
• Cash processing following Internal audit and Financial Internal Control guideline.
• Account reconciliations and resolution of issues in coordination with internal parties.
• Ledger reconciliation with an analytical mind-set.
• Analyzing & understanding the business operations strengths as well as weakness to identify opportunities for automating processes and functions.