Abhishek Yadav
New Delhi
Summary
Driven Process Associate with a proven track record at Sunlife Financials, adept in auditing and process improvement. Excelled in managing high-value client portfolios, enhancing workflow efficiency by identifying and resolving process issues. Demonstrated exceptional problem-solving abilities and critical thinking, contributing significantly to team success and business growth.
Overview
3
3
years of professional experience
Work History
Process Associate
Sunlife Financials
04.2021 - Current
- Performed Insurance Admin task which includes assessing and filing client's portfolio, documentation, auditing, collaborating to other departments, creating and approving cheque and Electronic funds transfer and associated tasks.
- Being one of key contributor of team I was assigned the responsibility to manage all cases related to our Elite, VIP and high value client. Identified potential risks associated with processes and recommended corrective actions.
- Maintained accurate records of all transactions related to processes in accordance with company guidelines. Resolved customer service inquiries within established time frames while maintaining high level of quality assurance.
- Participated in regular team meetings and provided input on ways to improve existing processes. Oversaw quality control to identify inconsistencies and malfunctions.
- Identified and resolved process issues to drive optimal workflow and business growth.
- Monitored and reported on process performance to verify compliance with established standards.
- Evaluated staff performance and provided coaching to address inefficiencies.
Education
Bachelor of Computer Applications -
Indira Gandhi National Open University
New Delhi, India07.2018
Skills
- Quick Learner
- Problem Solving and analytical skills
- Auditing
- Documentation
- Process Analysis and improvement
- Presentations
- Critical Thinking
- Creative and Reasoning skills
- Good communication skills
Achievements
- Achieved organization level Gem award two times within a year for performance excellence at Sunlife financials.
- Achieved team level Achievers award two times at Sunlife financials.
- Achieved biggest contributor award for resolving and processing most client queries in the team at Sunlife financials.
- Worked with Canadian partners on resolving issues and framing process (ad-hoc) at Sunlife financials.
- Completed organizational level training program at Sunlife Financials in Basics of Insurance.
- Was responsible for one complete role in the Handoff-Analysis project and successfully completed the task.
Technical Skills
- Customer Service Workbench (CSW)
- Hp Ingenium
- Microsoft Office(word, excel and powerpoint)
- computer languages
- web technologies.
Languages
English
Hindi
Timeline
Process Associate
Sunlife Financials
04.2021 - Current
Bachelor of Computer Applications -
Indira Gandhi National Open University
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