Yogesh Patil
Client Service Specialist - Leadership|Process Mapping|Quality Audits| Policy Servicing |Surplus Lines|P&C Lines-Cyber-FINIX Lines| Client Advocacy
- Role
- Analyst at WTW
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Yogesh Patil
A seasoned professional with over 12 years of comprehensive experience in the Banking and…
Experience
Analyst
Feb 2024 — Present · Mumbai, IN
Working as a Client Specialist and managing a portfolio of 26 US Midwest accounts. Coordinating with Client Manager for Pre and Post Renewal activities but not limited• Obtain renewal terms for existing clients or prepare documentation for new clients in relation to their insurance requirements. Identify potential alternatives quotations before producing for Client Manager, Client Advocate, Brokers• Attend Internal and External strategy meetings with Client, Client Manager, Client Advocate. Preparing notes and ensure start working on binding activities.• Coordinating with internal functional team post binding. Ensure completion of Billing activities, Surplus Lines Taxes, Issue Certificate of Insurance, Midterm Endorsements billing on timely manner.• Confirm coverages with relevant insurers, process policies and chase up outstanding documentation like Quotes, Binders, Policy Documents, Endorsements when required.• Reviewing carrier audits, policy checking, sending endorsement request to carrier as per Insured request.
Education
Shri N B Mehta Education Charity Trusts Prakash Degree College of Commerce Kandivli W Mumbai 400 067
Bcom
2013 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.