AASHISH SHETTY
Summary
Aspiring and dedicated professional with extensive customer service skills. Experience in managing/leading customer support service teams in general insurance, reinsurance & investment operations. Currently pursuing MBA and prepared to leverage my experience to take on new roles with long term potential and room for professional growth.
Overview
8
8
years of professional experience
Work History
Agent/Road Coordinator
Waypoint Insurance
07.2023 - Current
- Dispatching road agents to Auto dealerships.
- Work closely with Road Desk Supervisor to organize and mobilize mobile insurance team to various auto dealerships.
- Ensure exceptional customer service by assisting customers in obtaining insurance for their new vehicles
- Attention to Detail: Maintain high level of attention to detail while processing insurance documentation and ensuring accuracy
- Communicate effectively with team members, auto dealership staff, and customers, providing clear and concise information
- Accurately document insurance transactions and ensure all necessary paperwork is completed in timely manner
- Follow company policies and procedures to ensure compliance with industry regulations and standards.
Process Lead
M&G Global Services
03.2022 - 11.2022
- Helping customers to manage their savings or to drawdown against their long-term savings
- Making sure customers receive their money on a timely manner
- Managing investments & savings for individuals & large institutional investors such as pension funds all over UK Prepared and mailed invoices to customers, processed payments, and documented account updates
- Perform analysis on complaints, breaches, process & audit fails and TCF issues to enhance the overall customer experience
- Perform analysis on Regulatory Requirements to enhance the overall customer experience.
- Processed payments and applied to customer balances.
Process Lead
Marsh & McLennan Companies (Guy Carpenter)
04.2016 - 02.2022
- Managing a 7-member team with daily flow of operations
- Cashiering Activity - Tracking daily cashes credited in the bank and managing the input in the system
- Handling complex Client & Reinsurer portfolios across US & Canada Make sure high level of customer service has been provided to clients and maintained throughout
- Preparing and analyzing KPI reports - Credit Control, Brokerage, Cash, Payables, Claims Managing working capital requirements ensuring collection of premiums (Including brokerage) and settlement of premiums within requisite timelines Managing & conducting training for the new joiners in the team Liaising with technical team for updates and changes to premium calculations and adjustments
- Worked on different Reinsurance and Insurance software, including Open Twins & IBA system
- Worked in CRM and documents processing systems
- Helping technical team during renewals and if changes required in policy.
Education
Master of Business Administration -
University Canada West
03.2024
Bachelor of Commerce -
SIES College of Arts, Science & Commerce
01.2015
Higher Secondary Education -
National Junior College
01.2012
Secondary Education -
S M Shetty High School
01.2010
Skills
- Customer service skills
- Communication skills
- Proficient with MS-office
- Active Listening
- Collaboration
- Decision Making
- Problem Solving
- Experience in Slack, OpenTwins, IBA, Workday & Salesforce applications
- Spot Award for quickly grasping the process and proactiveness within 3 months of joining the organization
- Reporting Expertise
- Star of the month for exceeding high level of customer service
- Team of the year for consistent performance and offering excellent customer support
Languages
English
Full Professional
Hindi
Full Professional
Highlights
- Spot Award for quickly grasping the process and proactiveness within 3 months of joining the organisation.
- Star of the month for exceeding high level of customer service.
- Team of the year for consistent performance and offering excellent customer support.
Extracurricular Activities
Volunteered for the literacy camp organized by the college. Participated in various marathons organized for social cause.
Timeline
Agent/Road Coordinator
Waypoint Insurance
07.2023 - Current
Process Lead
M&G Global Services
03.2022 - 11.2022
Process Lead
Marsh & McLennan Companies (Guy Carpenter)
04.2016 - 02.2022
Master of Business Administration -
University Canada West
Bachelor of Commerce -
SIES College of Arts, Science & Commerce
Higher Secondary Education -
National Junior College
Secondary Education -
S M Shetty High School
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