Anshul Khatana

• Policy Lifecycle Management: Managed the end-to-end documentation process for high-value insurance portfolios, ensuring seamless transition from Quote to Binding and Issuance. • Endorsement & Servicing: Processed mid-term policy endorsements and risk modifications, ensuring 100% data accuracy and consistency across internal CRM and policy management systems. • Renewals & Retention: Orchestrated the renewal strategy for an extensive agency network, achieving high retention rates through data-driven tracking and proactive risk assessment. • Compliance & Audit: Executed rigorous KYC and AML (Anti-Money Laundering) verification protocols, ensuring all policy documentation adhered strictly to IRDAI regulations and company underwriting standards. • Operational Reporting: Generated and analyzed daily/weekly business performance reports using advanced MS Excel, identifying operational bottlenecks and presenting actionable insights to senior leadership.