Yuraj Upadhyay

Yuraj Upadhyay EXPERIENCE Senior Associate Allstate Solutions Private Ltd. - Pune, India 03/2019 – 02/2025 Reinstatement and Underwriting Support ▪ Processed diverse range of complex Life Insurance policy: Term, Whole Life and Universal Life, under which I have expertise in Processing like policy billing adjustments, generated reinstatement quotes, endorsement & letter and coordinated with agents and customer to fulfill underwriting requirements. CONTACT Pune, India,-- INSHORTS Associate professional with more than 5.11 years of experience at Allstate, India. Allstate India is a part of The Allstate Corporation which is the largest publicly held company in Personal lines, Property and Casualty insurer in the United States. I am working with Life and Retirement vertical for Reinstatements team which includes-payment (loan and premium), accounting operations & reconciling, daily reports on payments and daily impact analysis to upper management. SKILLS ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Operations Management Underwriting Process P&C Insurance MS Office tools Tally ERP Analytical & Decision-making RCPS Work Allocation Life Insurance Adaptive Team Player EXTRA CURRICULAR ACTIVITIES • Awarded “A Certificate” By National Cadet Corps (NCC) • Attained NCC Combined Annual Training Camp 2010 and Attained NCC All India Adventure Trek Camp 2008 • Organized Golden Jubilee Ceremony of Digboi College as “Boys Common Room Secretary”. ▪ Processing Life insurance policy and Underwriting support with the help of application such as Cyberlife, Reflection/Mainframe, EDMS, Lexis Nexis, AWD, USPS, CA Viewer and SAP agent. ▪ Handling reinstatement accounting cash related activity which includes payment request, fund transfer and applying fund transfer. ▪ Managed resolution of escalated issues pertaining to policy from agents and customers. ▪ Daily work allocation by using VLOOKUP method, daily impact analysis and detailed operations activities by producing and distributing other reports. ▪ Closely working with onshore team in situation of spike of work volume and liaising with onshore lead for support required to handle work along with team in Pune in scenarios like Year-end, and unplanned leaves. ▪ Implement new techniques and ideas, resulting in an increase in processing efficiency for Life Insurance. Summer Internship NJ INDIA PVT LTD - Pune, India 05/2018 - 07/2018 ▪ Achieved target of opening more 120 E-wealth Account. ▪ Comparative analysis of physical and online investment in mutual fund. WINTER INTERNSHIP RELIANCE SECURITIES - Bhopal 12/2017 - 01/2018 ▪ Sales and distribution of mutual funds and analysis of market sentiment regarding investment in stocks and mutual funds. ▪ Conducted survey among more than 100 respondents to determine the perception towards stock market. EDUCATION PGDM: Finance PUNE INSTITUDE OF BUSINESS MANAGEMENT - Pune, Maharashtra, 2019 Bachelors in commerce: Accounting & Finance DIGBOI COLLEGE, DIBRUGARH UNIVERITY - Digboi, Assam, 2016 HSC : Commerce CBSE, GOVT.HR.SEC.SCHOOL - Miao, Arunachal Pradesh, 2013 CERTIFICATIONS • Financial Markets: A Beginner's Module. • Mutual Fund Distributors Certification Examination. • Bloomberg Certification. • Completed 6 months Certification course in “Tally ERP 9”. • Diploma in Computer Application.