Rakesh
Aspiring Underwriter | Insurance Professional | AIII Pursuing
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About
Insurance professional with experience in general insurance sales, customer profiling, proposal evaluation, and underwriting coordination. Skilled in risk identification, documentation scrutiny, and policy understanding across multiple insurance products. Currently pursuing AIII to strengthen technical underwriting expertise and seeking opportunities in underwriting and risk assessment roles.
Experience
Deputy Manager, Bancassurance at HDFC ERGO General Insurance Company (2024-08 – Present)
- Analyzed customer profiles and identified risk factors before policy issuance.
- Coordinated with underwriting teams for proposal approvals and query resolution.
- Assisted in documentation review and proposal scrutiny to ensure compliance.
- Managed cases requiring underwriting review and follow-ups.
- Supported branch teams in generating and servicing general insurance business.
Sales Associate at Royal Sundaram General Insurance Company (2021-03 – 2024-07)
- Analyzed customer requirements and financial background before policy recommendations.
- Coordinated with internal teams for documentation and proposal processing.
- Ensured accuracy in customer data and compliance with policy requirements.
- Supported proposal submission and approval follow-ups.
- Assisted customers with policy understanding and servicing support.
Education
Bachelor's Degree in Economics – BJB (Autonomous) College, Utkal University (2021-08)
LIII, AIII
