Arun Bharati
Client Service Specialist - Insurance Pre-Post Policy Renewal Services|Surplus Lines|P&C Lines-Cyber-FINIX Lines|Certificates of Insurance
- Role
- Client Specialist at WTW
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Arun Bharati
Skilled Insurance Operations and Client Service professional with over 10+ years of…
Experience
Client Specialist
Feb 2024 — Present · Mumbai, IN
Managing a portfolio of 30 accounts across the US Midwest region, partnering closely with Client Managers to support both pre- and post-renewal insurance activities. Key responsibilities include:Preparing renewal documentation and obtaining. terms from carriers for existing clients; supporting new client onboarding with tailored insurance solutions.Evaluating and presenting alternative quotations to Client Managers, Client Advocates, and Brokers.Participating in internal and external strategy meetings with clients and stakeholders; documenting discussions and initiating follow-up binding activities.Coordinating with internal functional teams to ensure timely execution of post-binding processes including billing, Surplus Lines Tax filing, Certificates of Insurance, and midterm endorsements.Verifying policy coverage with insurers, processing policies, and following up on outstanding documentation such as quotes, binders, policy documents, and endorsements.Conducting policy checks, reviewing carrier audits, and submitting endorsement requests based on client requirements.
Education
Pendharkar college
BMS
2011 — 2014
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