Poonam Vishwakarma

Senior Insurance Analyst | Surplus Lines Compliance | Insurance Tax Filing | Excel Reporting | Power BI | SQL | Process Improvement

Role
Senior Analyst - Taxation at Gallagher
Location
Pune District, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Poonam Vishwakarma

I am an Insurance Operations and Taxation professional with over 8 years of experience at Gallagher, specializing in surplus lines compliance, multi-state tax filing, and insurance policy renewals.My experience includes working with complex regulatory requirements across multiple U.S. states, ensuring accurate filings and compliance with insurance regulations. I have also been involved in reconciliation, exception handling, and resolving legacy financial discrepancies through detailed analysis.In addition to insurance operations, I focus on data analysis and reporting using Excel, and I am currently enhancing my skills in Power BI and SQL to support data-driven decision making.I enjoy improving processes, training team members, and identifying opportunities to enhance operational efficiency. I have also submitted multiple process improvement initiatives to reduce errors and streamline workflows.I am currently open to opportunities in:• Insurance Operations• Insurance Compliance• Tax Filing & Regulatory Reporting• Business/Data Analysis in Insurance Domain

Experience

  1. Senior Analyst - Taxation

    Gallagher

    Mar 2016 — Present

Education

  • PDEA Baburoaji Gholap College

    Bachelor in Computer Science, Computer Science

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Poonam Vishwakarma — Senior Analyst - Taxation at Gallagher in Pune District, MH, IN | Unifers