Customer Service Business Development
Resume:
***********@*****.***
Cambridge, ON, N1S0E2
Skills
• UK Pensions
• Health Care
• Insurance
• Life Insurance & Disability
• Annuities Settlement
• Health Claims
• Motor Claims
• Hospital Paneling
• Banking
• Customer Service
• Business Development
Education and Training
• MBS from Surya Datta Institute
of management and
information research (Pune
University - India)
• P.G.D.B.M from Institute of
management social science and
research (Pune University -
India)
• Diploma in Electronics
Engineering (Bhartiya
Vidyapeeth College of
Engineering Pune -
India)
Jessica Chowdhary
Summary
Lead Operations, HR and Claims ADMIN/
To be able to work in an organization where I am able to contribute to the growth of the organization with my skill and ability, and in turn get an opportunity to gain exposure and expertise that would help me to build a strong and successful career Experience
August 2012 – August 2016
Lead Operations, HR & Claims Admin - Prudent Brokers Pvt Ltd. Maharashtra, INDIA
• Interacting and Relationship Building with all Insurance companies for smooth running of business.’
• Correspondence with customers and insurance companies and ensuring satisfactory support.
• Responsible for retails business Coordination with sales team for their different quotes related retail health and motor.
• Manage all aspects of the insurance transaction by advising the client, arranging and invoicing the policy, and facilitating claims.
• Preparation of renewal data for retail clients and preparing quote comparison reports for motor and health and ensuring their submission in time.
• Coordination with clients and insurance companies branch sales and operations department for the issuance of polices.
• Coordination with operations team for issues related to servicing and compliance.
• Assist with recruitment including posting job ads screening resumes and onboarding processes.
• Manage exit formalities and background checks.
• Assisting in handling employee inquires and resolving issues related to HR procedures and policies.
• Collation & diagnosis of the exit interview data.
• Overall tracking of administration cost data.
• To keep and update all records of attendance, leaves, salary etc.
• Purchase –related to infrastructure, Stationary, Housekeeping material, IT related equipment’s etc.
• Responsible for preparing monthly cash flow.
• General administration.
• Leave process.
• Travel policy & process.
• Preparing forms for various admin related work.
• Organizing travel & hotel arrangement.
• Setting processes/preparing forms related to travel etc.
• Bill verification related to all facilities operation.
• Handling all the activities like vendor coordination, payments, etc. related to consultants hiring and maintaining cordial relations with vendor February 2011 – August 2012
Operations Executive – WNS Global Services Ltd.
Maharashtra, INDIA
• Working in Aviva UK Pension process, handling pension payments
• Processing and settlement of pension policy
• Payment Entry of annuity set up
• Handling client queries related to their Tax-free cash payments
• Providing quality services and treating customers fairly and meeting targets
• Replying to the e-mails related to the pension payments.
• Checking the pension documents
• Terminating the policy, providing tax-free cash to policy holder and setup the monthly pension.
• Coordinating with on-shore team for enclosure of forms.
• Coordinating with onshore team for outstanding payments issues etc.
• Cancellation process of application forms
• Handling the inward of forms and overviewing the entry of same
• Dealing with cheques by maintaining the MIS and coordinating with accounts department.
• Coordinated with customer for their Laps of policy, Revivals, Assignments, Nominations, Surrender of the Policy & cancellation of the Policy July 2008 – February 2011
Junior Executive – Bajaj Allianz General Insurance Company Limited Maharashtra, INDIA
• Work in Health claim process, handling queries from entire parts of India.
• Handling Clients Chats regarding their queries related to General Insurance (Health, Motor Travel Others, etc.)
• Providing quality services and achieved highest level of desired customer satisfaction.
• Handling issues related to motor claims.
• Handling the irate customers calls from entire parts of India
• Replying to the e-mails related to the queries of General Insurance.
• Maintain updated hospitals and diagnostic center databases with complete details.
• Register the claims in company's database
• Coordinate with claims team for resolution of pre authorization issues and facilitate admissions
• Maintain the attendance and providing the productivity reports to the management
• Coordinating on job training for new joiners.
• Handling queries from hospitals and customers on claim settlement, follow up with customers for pending documents
Jan 2007 – July 2008
Quality Control – Interactive Marketing Pvt. Ltd. (ICICI Bank Credit Cards) Maharashtra, INDIA
• Establishing new accounts in compliance with regulations and bank procedures, promoting financial products through assigned leads, outbound calls, telemarketing, targeted direct mailings, and in-branch selling.
• Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Educate customers about digital self-service options such as online banking, online bill pay, and making remote deposits.
• Leveraging the bank's latest technology products to meet our customers' expanding needs.
• Assist customers with various member services such as maintaining safe deposit boxes and checkbooks, processing credit card applications, managing outgoing wires, solving fraud issues, closing accounts, etc.
• Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Adhere to all bank's operational and security policies, including compliance and privacy policies and procedures to maintain customer confidentiality.
• Set up auto transfers and sign-up members for ACH transfers and wires.
• Contacting current clients to retain and expand banking relationships to meet or exceed assigned quarterly goal.
Accomplishments
• All India High Approval Rate Maintained for ICICI Credit Cards for the Year 2007.
• All India High Conversion Rate Achieved for Add on Cards for the Year 2007
Contact this candidate