Steven Mendes

2, Jai Bhawani C.H.S., Pokhran Rd. 1, Shivai-Nagar, Thane West, 400606, India

Mobile. No.:+91 9619323994 Email:

Career Objective:

To pursue career in insurancedynamic world with a focus on building experience and toprevail under challenging environment. The responsibilities which would enable me to keep learning and growing with the organization to utilize my skills efficiently, thus adding intangible value to the organization

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Synopsis

I’m a Commerce Graduate with 11 years of experience, involved in diversified assignments of finance, accounts & insurance. Recognized and Rewarded by my department. A strong team player having exposure of excelling in a professional working environment with strong analytical skills, relationship management and quality development skills backed by exemplary leadership qualities.

Professional Experience

Current EngagementWorking with Willis as Sr. Insurance Associate – since Feb’09

Willis is a global insurance broker, providing professional insurance, reinsurance, risk management and actuarial services.

Important AssignmentsManaging various policy contractsincluding timeliness, accuracy,achieving FSA (Financial Services Authority) targets and meeting quality of policy documentation. Recognized & Awarded by the Company and Department for managing work efficiently.

  • Aviation, Marine Cargo, Motor Fleet, Property Damage, Business Interruption, Employers Liability, Public and Products Liability, Directors & Officers Liability, Engineering, Group Personal Accident and Travel,are different policies I’m involved with.
  • Planning & Supervision of daily work by way and conducting compliance audits, arranging feedback sessions to team members.
  • Verifying policy documents (policy schedule, policy wording, extensions, conditions, exclusions, endorsements, etc).
  • Interactions with insurers for amendments if any required.
  • Requesting claims details from insurers.
  • Generation of daily management information report and reporting to the Manager.
  • Arranging for the trainings and sharing timely technical as well as non-technical updateswith the support team.

Last EngagementWorked with Citigroup as Team Specialist – from Apr ’08 to Sept ’08.

Important AssignmentsDealt with Citibank N.A. for Global Transaction Services, Financial Information Processing Department. The role involved overseeing back-end operations including cash management.

  • Supervision & Responsibilities under my purview were – Registration of email id’s, Registration of Telephone Personal Identification Numbers, E-mail maintenance, Report generation & Dispatch, and Financial Institutions statements.
  • Generation of daily management information reportsand updating status of maintenance and reporting to the Manager.
  • Ensure customer Service Level Agreements are met and identify improvement by coordinating with internal departments for delivery for a seamless service.
  • Arranging for the cross functional trainings to have back ups in the team to support operations at all times.
  • Liaison with Service Relationship Managers across India with regards to any maintenance related issues.
  • Supervision & review of work instructions keeping into account the operations of various business units.

Previous EngagementWorked with Prudential Assurance Company as Insurance Executive – Mumbai from Dec ’03 to Apr ’08.

Important AssignmentsDealt with High Net Worth clients & their Financial Advisors with investment over £5 million. The role involved servicing insurance portfolios of these clients.

  • Provide expert opinion on Insurance and Bond Portfolios designed by Independent Financial Advisers for High Net Income Clientele.
  • Provide Product Servicing and Claims support to HNI Adviser Clientele on Insurance, Bonds & Pension Plans.
  • Retain with Profits Business by informing Advisors about alternatives to exiting within the Portfolio.
  • Control the Voice to Data interface and monitor the smooth flow of operations from Voice to Paper Areas, mapping sub processes for each area within operations.
  • Build strong partnership with teams in UK to identify ways of handling complex cases and cascade to the relevant teams, information as appropriate.
  • Assist the Sales Support Group by passing HNI Leads and meet the departmental objective of Revenue Generation.
  • Guiding members on the floor with any support required may be during calls or completing the database.
  • Taking over supervisory calls as & when required and sorting out customer discrepancies.

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Previous EngagementWorked at Ocwen Financial Services Ltd. as a Collection Agent – From Jun’03 to Nov’03.

Brief ProfileOcwen Financial is a Florida based bank in U.S.A.

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Previous EngagementWorked with Tracmail India Pvt. Ltd. as E - Customer Representative from Feb’02 till Jun’03.

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Previous EngagementWorked with The New India Industries Ltd. as Office Assistant from Dec’00 to Oct’01.

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Personal InformationMarital StatusSingle

NationalityIndian

Date of birth28th Oct 1979

PassportJ9151860

Place of birthThane, (Maharashtra)

Academic QualificationBachelor of Commerce from Mumbai University

1st class in Higher Secondary, St. Johns the Baptist Junior College, Thane

1st class in Secondary, St. Johns the Baptist high school, Thane

Place:Mumbai

Date: