Mahesh Lad

Phenix Reassure Group UK (Life claim )

• Provided product price information to customers.
• Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
• Generated reports and analysis of customer data to identify trends and potential business opportunities.
• Regular withdrawal Alpha manual payment.
• Telegraphic Fund Transfer
• Regular withdrawal transaction history providers
• Analysis of customer data Full and Partial Surrender Funds
• Bank detail update, POA, E - Id Verifications.

Insurance office of America

• Property Insurance and casualty - US
  General Liability Insurance - US
  Settled and monitored insurance claims to ensure that both client and insurer were satisfied with the outcome.
  Regularly reviewed clients' policies to ensure level and coverage of insurance Maintained detailed records of all transactions, aiding in accurate reporting and future decision-making processes.
• Improved upselling strategies by identifying cross-selling opportunities within existing client base.