Senior Analyst at GallagherRe (2022-01 – Present)
Client Account Management and Compliance in Treaty Operations
- Reviewing technical Proportional Treaty client documentation and bordereaux from designated clients to ensure compliance with contractual terms and addressing client queries as needed.
- Inputting client data into the Opentwins system according to key performance indicators and contractual obligations.
- Sending automated generated outputs to underwriters upon processing client data in the Eclipse system.
- Managing settlements from client account controllers to clients and underwriter controllers to reinsurers.
- Proactively chasing outstanding client accounts based on cover note/slip/contractual agreements.
- Handling client inquiries related to balances, settlements, and account processing, and following up on overdue accounts as per contractual terms.
- Addressing underwriters' queries on treaty statements, annual statistics, balances, settlements, and profit commissions.
- Collaborating with Bureau markets and Xchanging for account agreements and signing.
- Ensuring compliance with internal processes, policies, external regulations, and industry standards.
- Actively participated in weekly team meetings to review portfolio queries, accounts on hold, client escalations, and pending bureau submissions.
- Supported resolution of complex queries through coordination with internal stakeholders and external parties.
- Independently managed allocated new accounts, PLAs, and claims on a daily basis to meet service delivery targets.
- Manage and monitor the allocation of client accounts to appropriate handlers through the internal SmartFlow system.
- Provided process training and mentorship to new joiners, supporting smooth onboarding and knowledge transfer.
- Active member of the Fun Committee, responsible for organizing team outings, planning engagement initiatives, and coordinating Fun Friday activities to promote team morale.
Accounts Payable Analyst/ P2P at Tata Teleservices Ltd- (Offrole) (2020-01 – 2022-12)
- Domestic & foreign Supply/Service Bills verification with purchase order terms IR parking & FR Tracker updating
- GR creation & IR parking of material & professional fees invoices
- Preparing Monthly & Quarterly creditor aging, GL Variance & GR/IR variance analysis report
- Review and circulation of GRIRs (Pending invoices) balance follow up with concerned functions for timely closure
- Intercompany transactions DCN creation, IR parking & accounting
- Post payment entries of customer Refunds through F-41 Tcode
- Book the MIRO entry for Quarterly DIMMS invoices
- Booking of TCS entries Tracking & process the payments
- Undertaking reviews of advance payment to Vendor and their proper deduction.
- Emergency ROW online payment & share the payment details to User/Vendor
Internal Audit Analyst at MGB Advisors (2017-01 – 2020-12)
- Conduct Internal & Operational Audits
- Identification of risk & cost reduction opportunities for our clients
- Discussing audit findings & recommendations with seniors & managers
- To review business process & internal controls
Internal Audit Executive at Ramee Hotels Pvt. Ltd (2014-01 – 2017-12)
- Working as an auditor responsible for audits in accounting capacity
- Preparing and presenting monthly concurrent audit report.
- Verification and authorization of paid out voucher
- Ensure the cashier reports are reconciled daily and any outstanding or unusual transactions are followed through promptly and completely.
- Conducting internal audit of the Financial and Operational process of property.
- Day to day verification of Daily sales report (DSR).
- Submitting the audit reports which include observations and financial viability to companies Audit Manager on monthly basis.
