ANAND S
Summary
Detail-oriented Senior Financial Associate with over 6 years of experience in the financial sector and nearly 4 years in US Property and Casualty insurance. Proficient in policy issuance, underwriting support, and customer service, ensuring accuracy and compliance in all insurance transactions. Skilled in navigating complex regulatory environments and collaborating effectively with cross-functional teams to deliver exceptional service to clients and stakeholders. Eager to contribute expertise and enthusiasm to a dynamic insurance organization dedicated to excellence and innovation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
SENIOR FINANCIAL ASSOCIATE
RR DONNELLY INDIA OUTSOURCE
01.2021 - Current
- Handled multi-line accounts encompassing property and casualty insurance with diligence and attention to detail.
- Expert transition knowledge in insurance, controlling and managing different insurance market processes simultaneously and using resources according to requirements.
- Supporting the Underwriting team in reviewing the documents properly and notifying the discrepancies and requesting agents for the solution to proceed with the renewal/new insurance businesses.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Expert transition knowledge in insurance, controlling and managing different insurance market processes simultaneously and using resources according to requirements.
- Prepare SOPs, Training plans and documents, Training to new team members to the team.
- Have experience working with prominent insurance markets and handling activities such as quoting, binding, invoicing, issuance, endorsements, cancellations, reinstatements, and renewals.
- Subject Matter Expert in policy issuance, communicating and training the team in new updates, tools and task types.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
ACCOUNTS ASSISTANT
ARYA CENTRAL SCHOOL TVM
01.2020 - 01.2021
- Reconcile invoices and identify discrepancies.
- Prepare bank deposits.
- Enter financial transactions into internal databases.
- Participate in quarterly and annual audits.
- Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department.
- Knowledge of basic bookkeeping procedures.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
Education
M.Com - Finance
University Institute Of Technology
04-2019
B.Com - Computer Application
Government College
03-2016
Plus Two - Commerce With Computer Application
Govt.Boys Model HSS
03-2013
Skills
- Financial services
- Communication
- Quality assurance
- Financial Analysis
- Customer Service
- Quality Service Delivery
- Insurance Underwriting
- Insurance Process Trainer
- Policy administration
- Financial services
Certification
Tally Walk with Scholar
Languages
English
Malayalam
Hindi
Tamil
Personal Information
Software Proficiencies
- Tally
- Outlook
- MS Office
- MS Excel
Accomplishments
- RNR & TRAILBLAZER PERFORMANCE AWARD from RR Donnelly India Outsource Pvt. Ltd. for outstanding.
- Achieved 100% accuracy in processing and issuing insurance policies, ensuring compliance with company standards and regulatory requirements.
- Implemented streamlined documentation processes, resulting in a 20% reduction in policy issuance turnaround times.
- Recognized for outstanding customer service, resolving inquiries and concerns from policyholders and agents with a satisfaction rate of over 95%.
- Streamlined financial processes, such as invoicing and expense tracking, leading to increased efficiency and time savings.
- Successfully managed and monitored budgets, providing insights and recommendations to optimize financial performance.
- Implemented training programs for team members, enhancing their understanding of accounting principles and procedures
- Improved efficiency by 20% through the automation of repetitive tasks and the implementation of digital financial tools.
Software
Tally
Additional Information
I hereby declare that all the information above is true and correct to the best of my knowledge.
Place: Thiruvananthapuram
Date: 16-06-2025
Timeline
SENIOR FINANCIAL ASSOCIATE
RR DONNELLY INDIA OUTSOURCE
01.2021 - Current
ACCOUNTS ASSISTANT
ARYA CENTRAL SCHOOL TVM
01.2020 - 01.2021
M.Com - Finance
University Institute Of Technology
B.Com - Computer Application
Government College
Plus Two - Commerce With Computer Application
Govt.Boys Model HSS
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