Bulbul Pundir
AUCKLAND,AUK
Summary
Financial services professional specializing in risk management and compliance. Successfully streamlined underwriting processes and improved broker communication, leading to enhanced client satisfaction and increased operational efficiency.
Overview
9
9
years of professional experience
Work History
UNDERWRITING SUPPORT ADVISOR
SUNCORP
02.2024 - 07.2025
- Issued timely and accurate policy documentation for new business, renewals, and endorsements.
- Entered risk capability and premium data into underwriting systems, reconciling discrepancies to ensure accuracy in reporting.
- Managed administrative support for underwriters by triaging shared mailboxes and organizing filing systems to enhance workflow.
- Ensured compliance with underwriting guidelines by updating competitor information and supporting audit functions.
- Acted as primary liaison for broker inquiries and strengthened relationships with broker admin staff to improve communication.
CUSTOMER SERVICE AND UNDERWRITING CONSULTANT
SUNCORP
06.2022 - 02.2024
- Streamlined quote processing, enhancing efficiency in underwriting.
- Processed quotes for new business renewals, endorsements, and cancellations to support effective underwriting solutions.
- Resolved queries from customers and partners, improving customer satisfaction.
- Addressed complaints effectively, ensuring swift resolution and satisfaction.
CUSTOMER SERVICE CONSULTANT
ANZ Bank
05.2021 - 06.2022
- Guided customers through banking processes and promoted tailored products and services to meet individual needs.
- Resolved customer complaints efficiently, providing timely solutions that improved customer satisfaction.
- Acted as primary support contact for retail banking card services and digital banking solutions.
COMMERCIAL INSURANCE UNDERWRITING CONSULTANT
IAG (Insurance Australia Group)
01.2018 - 05.2021
- Underwrote commercial insurance products for multiple brands, including State, AMI, Lantern, ASB, BNZ, Co-operative Bank, and Westpac.
- Conducted risk assessments and analyses to inform underwriting decisions and client advisories.
- Facilitated binding of new risks and reviewed policies during renewal process to ensure compliance and optimize coverage for clients.
- Managed inbound and outbound calls to deliver tailored insurance information, enhancing customer understanding and satisfaction.
CUSTOMER SERVICE BANKER
BNZ BANK
12.2016 - 01.2018
- Assessed customer financial needs and objectives, recommending tailored financial products for optimal solutions.
- Informed customers about banking products and services to empower informed financial decisions.
- Supported customers with account inquiries and transaction requests to enhance satisfaction and resolve issues.
- Provided guidance to customers on digital banking tools and solutions
- Ensured accurate customer identification records were maintained
Education
DIPLOMA - Business Administration Management of Technology
Unitec
09-2015
Skills
- Underwriting guidelines
- Risk evaluation
- Premium assessment
- Policy development
- Compliance with regulations
- Underwriting analysis
- Data analysis
- Data reconciliation
- Risk management
- Decision-making skills
- Problem-solving capabilities
- Client communication
Timeline
UNDERWRITING SUPPORT ADVISOR
SUNCORP
02.2024 - 07.2025
CUSTOMER SERVICE AND UNDERWRITING CONSULTANT
SUNCORP
06.2022 - 02.2024
CUSTOMER SERVICE CONSULTANT
ANZ Bank
05.2021 - 06.2022
COMMERCIAL INSURANCE UNDERWRITING CONSULTANT
IAG (Insurance Australia Group)
01.2018 - 05.2021
CUSTOMER SERVICE BANKER
BNZ BANK
12.2016 - 01.2018
DIPLOMA - Business Administration Management of Technology
Unitec