Professional Documents
Culture Documents
Insurance Experience
Insurance Experience
This is to certify that Mr. Mohan Singh Bhati S/O Chain Singh Bhati was working at A.N. Insurance
consultant, a unit of Marvel holidays, As Insurance Policy Processing Clerk from March, 2014 to July,
2015.
During this period, his services were found to be satisfactory in carrying out the job duties, his
responsibilities were to:
Deal in all types of general insurance- Motor, Health, Fire, Marine and Misc.
Organize work with detailed office or warehouse records, maintaining files for each
policyholder, including policies that are to be reinstated or cancelled.
Examine letters from policyholders or agents, original insurance applications, and other
company documents to define if changes are needed effects of changes.
Correspond with insured or agent to obtain information or inform them account status or
changes.
Transcribe data to worksheets and enter data into computer for use in preparing documents
adjusting accounts.
Interview clients and take their calls to provide customer service obtain information on claims.
Process, prepare, and submit business or government forms, like submitting applications for
coverage to insurance carriers.
Obtain computer printout of policy cancellations or retrieve cancellation cards from file.
Check computations of interest accrued, premiums due, and settlement surrender on loan
values.
For
A. N. Insurance Consultant
(Unit of Marvel Holidays, Jodhpur)