Krupa Soans

About Krupa Soans

Commercial Insurance professional with 10 years of proven experience across Finance, Accounting, and Insurance operations. Currently serving as an Insurance Certificate Specialist at Marsh McLennan, supporting US-based clients with precise documentation, policy evaluation, and certificate issuance. Skilled in assessing insurance requirements, negotiating competitive premium structures, and coordinating claims guidance to ensure seamless client service. Known for accuracy, strong communication skills, and the ability to manage multiple priorities while maintaining compliance and operational efficiency.

Experience

1. Insurance Operations & Policy Servicing Specialist

   Marsh McLennan

   May 2021 — Present · Mumbai, IN

   Conducted comprehensive insurance needs assessments to recommend suitable life, health, property, and general insurance products. Negotiated competitive premiums and coordinated with multiple insurance carriers to secure optimal coverage for clients• Interpreted and explained policy terms, exclusions, endorsements, and renewal conditions to ensure client understanding and compliance. Managed policy servicing tasks including renewals, amendments, endorsements, cancellations, and coverage adjustments.• Supported clients throughout the claims lifecycle, including documentation review, claim submission, follow-ups, and settlement assistance. Maintained detailed client records, policy data, and transaction logs, ensuring accuracy and adherence to regulatory standards.• Delivered high-quality client service, resolving inquiries, discrepancies, and service issues for domestic and U.S./Austin-based clients. Issued insurance certificates and prepared policy-related documentation in accordance with client and compliance requirements. Analyzed operational workflows to identify process improvements, reduce errors, and enhance service efficiency.• Supervised a 8-10 member team and coordinated all phases of project execution; completed 3-4 projects in the pass year, achieving 100% on-time delivery and maintaining quality benchmarks.

Education

• Fatima High School

  High School

• Welingkar Institute of Management

  Postgraduate Degree, Accounting and Finance

• University of Mumbai

  Bachelor of Commerce

• Saketa Degree College

  Bachelor of Commerce - BCom, Business/Commerce, General