Aditya Jain

• Heading Insurance - Sydney Claims team of 8 members in ANZ Department.
• Working on different Sydney Funds and case management of Insurance claims.
• Establish and monitor key performance indicators (KPIs) to assess team's productivity, accuracy, and efficiency.
• Crafting monthly dashboard enclosing workload, quality, and productivity metrics.
• Monitoring daily SLA for team and preparing weekly/monthly SLA report to ensure 95% or above SLA target on monthly basis.
• Monitoring FTE on monthly basis and preparing report for management.
• Conducting monthly individual dialogues with team members.
• Identify and implement process enhancements to streamline operations, reduce errors, and improve overall efficiency.
• Efficiently allocate tasks, set priorities, and manage workloads to meet daily operational requirements.
• Providing timely updates to management and onshore team.
• Connecting with onshore team on weekly basis for query resolution, updates and feedbacks.
• Dedicating 20% of time to production.

Auditing

• Document review cases of ID and OD Death Claims.
• Auditing Death Claim requirement letters of OD Claims.
• Auditing notification of death cases in OD Death Claims.
• Approving TDD checks and ACH on sharepoint.

Reporting

• Productivity Report on daily basis
• Monthly consolidated quality report for ID and OD Death Claims.
• Updating PowerBI dashboard and integrating them with reports.

• Met month-end reporting objectives and deadlines.
• Supervised team of process associates to enhance accountability, develop professional skills and improve efficiency.
• Prepared productivity report for team.
• Cross trainings of new joiners
• Assigning team tasks and measuring adherence to KRAs.

• End-to-end process of paying ID Death Claims.
• Created notification of death
• Configured accounts of deceased clients
• Claimant configuration and Document review
• Insurance and Annuities settlement process
• Enhanced Due Diligence

• Set up and completed loan submission packages.
• Oversaw file input in mortgage software.
• Worked on specific conditions received from Underwriting department.
• Consulted with outside vendors to identify and resolve loan closing issues.
• Reviewed and validated details of loan applications and closing documentations.
• Filed completed loan applications with Underwriting team and made approval or denial recommendations.