Skip to main content
Arjun Jha

Arjun Jha

Insurance Operations Specialist

Talent
ThāneMember since July 4, 2026
Underwriting Support (Property, Casualty, Environmental)Policy Administration: Renewals, Endorsements, Placement SupportBroker & Underwriter CommunicationSalesforceSmartsheetPlacement & Policy Management (PPM)Accounts Receivable & Reconciliation (Unmatched Cash, Bordereaux)Policy Checking & ComplianceAnalytical Thinking & Problem SolvingTime Management & Deadline AdherenceTeam Collaboration & Independent WorkingTally ERP9Taxman Income TaxGSTTDSIncome TaxSAPBank ReconciliationPayrollZohoBooksClear TaxGuidewire
·

Hire this person

Send a job offer directly to this candidate

Underwriting Support (Property, Casualty, Environmental)Policy Administration: Renewals, Endorsements, Placement SupportBroker & Underwriter CommunicationSalesforceSmartsheet

About

Detail-oriented Insurance Operations Specialist with 8+ years of experience supporting USA and UK underwriting teams. Proven expertise in pre- and post-placement activities across Property, Casualty, and Environmental lines. Skilled in policy administration, broker/underwriter communication, reconciliations, and insurance systems. Strong analytical, problem-solving, and collaboration skills with consistent record of accuracy and productivity.

Experience

Specialist (Middle Office – North America Account Operations) - Marsh & McLennan

(2022-04)

Supported USA & UK underwriting teams in pre- and post-placement activities across Property, Casualty & Environmental lines.

  • Processed new and renewal policies, endorsements, and placements ensuring accuracy and compliance with carrier systems.
  • Communicated with brokers and underwriters to obtain missing information, resolve queries, and maintain accurate account data.
  • Conducted policy checks to ensure standard formatting and compliance before issuance.
  • Assisted in late payment follow-ups with brokers and coordinated with underwriting and accounts receivable for reconciliation.
  • Managed revenue and premium calculations, loss runs, and summary reports for stakeholders.
  • Piloted and tested new CRM & placement management systems to streamline underwriting workflows.
  • Provided floor support to analysts and delivered team productivity improvements (personal quality 96%+, team 93%+).
  • Creating claim ID in Guidewire folder for evidence and related documents for adjuster to process the claims.

Taxation EXECUTIVE - TUV Sud South Asia Pvt Ltd

(2021-02 - 2022-04)

  • GST - Final Working and Computation, SAP Rectification & Correspondence with SAP accountant, Consultant & Taxation Mangers, bank entry and GL Clearing, Challan & Computation for all states 20 states.
  • TDS - Final Working and Computation, SAP Rectification & Correspondence with SAP accountant, Consultant & Taxation Mangers, bank entry and GL Clearing, Challan & Return.
  • TDS Customer Side Reco for the last 6 years 26AS with SAP, Correspondence with Managers and All departs admin & Credit Controller all the BU and Sub BU within and outside India, entry & Clearing.
  • PT, PF, ESIC LWF payment working, entries & GL Clearing.
  • Other Tax Assessment, Audit & Tender bid requirements

ACCOUNTS EXECUTIVE - Itema Weaving India Pvt Ltd

(2020-01 - 2021-01)

  • Streamline daily Payable related entries in the books of accounts with the cost center increasing accuracy.
  • All the monthly Purchase booking into the books of accounts.
  • TDS return & working for the monthly and quarter base work and reports.
  • GST return working for the month and quarter base work and reports and 2A Reconciliation.
  • Coordinating with Vendor and Account team and ledger confirmation & reconciliation (Credit Card, Hotel Bills etc.) Foreign remittance and exchange documenting.
  • Prepare weekly reports and presentations to brief on financial outlook.
  • Scrutiny of all the expense voucher of the employee local international visit according to the approval Limited and petty cash management.
  • Monitor Expenses and provide recommendations based on current market trends.

AUDIT ASSISTANT - BASER & ASSOCIATES

(2019-06 - 2019-12)

  • Worked on tally ERP9, Taxman Income Tax
  • Income Tax, Stock and Statutory Audit Individual, Partnership, Private limited
  • Balance Sheet Finalization, Computation, Income Tax Filing, Rectification
  • Handling Scrutiny Income Tax, PT, GST for the clients

ACCOUNT ASSISTANT - CLOUD ACCOUNTING INDIA PVT LTD

(2017-04 - 2019-05)

  • Worked on tally Erp9 zoho, books, Clear Tax, Gst plus
  • GST Registration GSTR1 3B working filing, payment and 2A Reconciliation etc.
  • TIN registration TDS working, Filing, Justification Report, Return Rectification TDS Certificate downloading etc.
  • Profession tax registration working, return, filing and payment etc.
  • Salary payroll working and salary slip generation working and entries in books of accounts.
  • Bank Reconciliation, sale & Purchase Invoicing, Journal entries ledger scrutiny.
  • Handling Scrutiny Income Tax, PT, GST for the clients.

Education

B.Com - Financial Accounting & Taxation - University of Mumbai (2018)

Skills

Insurance Operations Specialist

Reviews

Related