Deepali Kumar

I’m a Senior Executive with experience managing accounts receivable from cash application through invoicing, collections follow-ups, and resolution of overdue policy payments. I download bank statements, apply cash to the right policy level, and investigate short/overpayments to identify the root cause.

In my recent roles, I coordinate with UW/brokers and accounting heads to resolve overdue accounts and policy-related issues, create manual invoices as requested, set up instalment plans, and process refunds and write offs in the system. I also handle customer queries via email, including transferring wrong payments to the correct policy per client requirements, and preparing monthly reporting outputs.

Earlier, I strengthened my customer communication and payment reconciliation skills as a Contact Center Associate, handling high-volume chats and emails, sending account statements, checking over/short payments, and managing payment reminders and confirmations with brokers and clients. I also worked as a Visa Consultant, where I generated leads via chat, completed visa applications, and researched rules and regulations to keep profiles accurate.