Anmol Madeshia
US Operations
- Role
- Associate at Sun Life
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Anmol Madeshia
As an Associate at Sun Life, I leverage my skills in operations management and client…
Experience
Associate
Oct 2023 — Present · Gurugram, IN
Client centric focused through communication and ownershipAccurate and timely implementation of new ClientsConsult with Brokers and Clients to collect sold case materials and facilitate accurate completion of paperworkAnalyze submission materials for accuracy and completeness; independently resolve issues raised about sold case plan design and structure by consulting with the Broker, Client and/or UnderwriterReviewing prior carrier booklet for plan design discrepancies, identifying issues and negotiate final sold plan design with Broker, Client and/or UnderwriterReviewing case against Underwriting guidelines; identify any risk issues associated with final plan design and consult with Underwriting, when necessary, to negotiate final risk approvalAccurately updating all sold case plan design, rate, and Member information into the QPS system of record.
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