Pankaj Joshi

Insurance with 4+ years of experience in insurance operations, audit support, compliance review, and financial analysis. Strong knowledge of insurance policies, claims processing, risk management, corporate finance, and financial markets. Experienced in data validation, variance analysis, stakeholder coordination, and process improvement.

Detail-oriented and analytical, with a proven ability to support audit, compliance, and financial decision-making in insurance and financial services environments.

Sr. Executive Assistance at EXL Pvt. Ltd. (Present)

• Reviewed insurance policies, claims, and financial records to ensure compliance with regulatory and internal guidelines.
• Performed data validation and documentation checks to identify financial, operational, and compliance risks.
• Analyzed claim settlements and policy terms to ensure accuracy and adherence to approved standards.
• Supported audit activities by preparing reports, explaining variances, and addressing audit observations.
• Coordinated with internal teams, auditors, and management to resolve issues and improve controls.
• Contributed to risk mitigation and process enhancement through actionable recommendations.

MBA in Finance – Savitribai Phule Pune University (2023-05)

B.Sc. in Microbiology – Savitribai Phule Pune University (2020-05)