Front Office Assistant

Bharti Agrawal (US citizen)

Phone: 704-***-**** (M)

Email: *********@*****.***

Summary:

A Quality Assurance Services / Business Analysis professional, Hands on Experience with SDLC, HP ALM / QC, SQL, Mango DB (certified), Talend ETL, Manual Testing to be an effective in quality assurance functions, debugging and issues resolution. Well versed with JIRA, Confluence and other team collaboration tools. My guiding principles: Continuous Process Improvement, On Time Delivery, Attention to Detail, Client Satisfaction PROFILE:

• Goal driven professional with hands on experience with insurance / investment applications workflows understanding, usability issues and workflows efficiencies.

• Unique blend of loyalty, Continuous Process Improvement, On Time Delivery, Attention to Detail, Client Satisfaction. AREA OF EXPERTISE: Insurance, Banking, Non-Profit

TECHNOLOGIES: Proficiency with Excel, MS Word, Power Point, Outlook, CRM systems, IT Systems, Quality Assurance Methods, Knowledge of Software SDLC, SQL, MongoDB, HP Quality Center/ALM, JIRA, Confluence EXPERIENCE:

Jan 2019 – Current

Sales Assistant / Lead Applications Analyst Financial Services / Insurance Brokerage - Mass Mutual Carolinas

• Working in a financial services broker firm charlotte office. Responsible for all the aspects office administration, applications processing, IT systems interaction, data entry, client’s follow-up and executive support.

• Receives and reviews new investments / insurance applications for information accuracy, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carriers / investment firms.

• Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations.

• Good working knowledge of working with many carriers and their applications / transactions processing intermediaries.

• Work with multilingual clients to bridge the language barriers to close on applications to client satisfaction.

• Acted as end user QA for new CRM system rolled out by MassMutual. Jun 2016 – Dec 2018

Applications Analyst / E Assistant Financial Services / Insurance Brokerage - MetLife

• Worked in a financial services broker firm charlotte office. Responsible for all the aspects office administration, applications processing, IT systems interaction, data entry, client’s follow-up and executive support.

• Orders, and reviews new investments, underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier.

• Acted as end user tester for new rolled out policy administration system for front office and identified critical issues before mass rollout.

Jan 2007 – May 2016 Co- Owner of a Small IT company / QA Professional

• Co- Owner of a small business providing IT services, connecting demand to supply for freelance work. Managed all the aspects of my small business in terms of client’s follow-up, quality of work, new leads development and risk management.

• Performed manual quality assurance / testing.

o Prepared Functional/regression Test Cases/Scripts in HP Quality Center/ALM under Test Plan, And Review Test Requirements, Creating Test Plans and Test Strategy documents. o Performed system, unit, acceptance, and functional testing of applications using manual testing methods. Validate, verify, communicate and drive resolution of software issues. o Involved in UAT testing in UAT environment, Prepared UAT test cases and testing estimates. o Developed test scenarios for Positive, Negative, Boundary cases, etc. o Directly Interact with Project Teams, Developers, Business Analysts and Clients for Test requirements, clarifications and Testing.

o Provided daily status report, defect matrices, daily updates to lead. o Working knowledge of SQL and MongoDB concepts.

Volunteer Activities

• Did manual testing for Non-profit organization for the shopping cart and PayPal configuration in 2019-2020.

• Did manual testing for small credit union websites as freelancer for local consultancy.

• Treasurer for Ballantine Elementary school PTA managed the budget of 60 – 70K and raised funds annually for the school / community development on annual basis.

• Treasurer for a high school to manage all the financial matters of the PTO managed club (approx. 100K USD)

• Regularly raise funds through volunteer activities for local elementary and high school clubs supporting student’s development.

• Promoting cultural awareness in the city of charlotte by organizing cultural festival annually as core team member of organizers, an event of approx. 1 MM USD turnover. EDUCATION:

• Bachelors in Botany Chemistry, Lucknow University, Lucknow, India, 1997

• Masters in Bio Technology, Banasthali Vidyapeeth, Rajasthan, India 1999

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