Vivek C.

I support U.S. insurance and life settlement firms with structured case management, policy review, CRM updates, and underwriting support. With over 8 years of experience in the Life Settlement industry, I understand how policy, medical, and pricing data move through underwriting and investment review processes. My experience includes reviewing policy and medical files, validating premium streams and face amounts, tracking life expectancy (LE) data, updating CRM systems, and preparing organized case summaries for pricing and investment committee review. I have worked closely with analysts, brokers, and leadership teams to ensure accuracy, compliance, and smooth case progression. Core Areas I Support: • Insurance Case Processing • Life Settlement Case Management • Policy & Medical File Review • CRM Data Management and Updates • Underwriting Documentation Support • Data Validation and Structured Reporting Tools & Systems: CRM: Salesforce, Zoho Insurance Platforms: ClariNet, Policy Tracking Systems Data & Reporting: Microsoft Excel, Google Sheets Documentation: Google Drive, MS Office, MS Excel If you need reliable support for insurance operations, CRM organization, policy documentation, or case tracking, I would be glad to assist.