Aditya Jain
Assistant Manager
Gurugram,Haryana
Summary
Collaborative and strategic leader with robust background in customer relationship management dedicated to streamlining operations and promote organizational efficiency. Customer-focused professional with successful 8 years career in building relationships, negotiating, retaining key client accounts and growing professional network. Dedicated to applying skills to contribute to the company's mission, influencing decision-makers and devising successful strategies.
Overview
8
8
years of professional experience
Work History
Assistant Manager
Mercer India Private Limited
Gurugram
12.2022 - Current
- Lead team of 7 case managers in Insurance Claims team, managing Superannuation accounts for approximately 50 clients.
- Oversee end-to-end processing of Total and Permanent Disability (TPD), Total and Temporary Disability (TTD), Permanent Incapacity (PI), Terminal Illness (TI), and Death claims.
- Audit claims process from inception to payment to ensure accuracy and detect potential fraud.
- Foster client satisfaction by providing empathetic support and regular updates on claim progress.
- Collaborate with underwriting, admin, and payments teams, as well as external stakeholders including insurers and trustees.
- Resolve escalated cases and negotiate fair resolutions.
- Allocate tasks, prioritize workloads, and ensure adherence to Service Level Agreements (SLAs).
- Develop monthly dashboards to track workload, quality, and productivity metrics and deliver to senior management.
- Regularly update Standard Operating Procedures (SOPs) to streamline processes.
- Communicating process updates received by onshore team to offshore team and management.
Senior Quality Analyst
Ameriprise Financial
Gurugram
4 2022 - 12.2022
- Supervised team of process associates, enhancing accountability and efficiency.
- Approved TDD checks and ACH below amount of $100,000.00 on SharePoint.
- Prepared daily productivity reports and monthly consolidated quality reports.
- Updated Power BI dashboards and integrated them with reports.
ID Claims- Senior Process Associate
Ameriprise Financial
Gurugram
06.2021 - 04.2022
- Supervised team of process associates, enhancing accountability and efficiency.
- Met month-end reporting objectives and deadlines.
- Conducted cross-training for new joiners and assigned team tasks.
ID Claims- Process Associate
Ameriprise Financial
Gurugram
10.2017 - 06.2021
- Managed end-to-end processing of ID Death Claims, including notification of death, account configuration, and document review.
- Handled insurance and annuities settlement processes and enhanced due diligence.
- Ensured 97% above accuracy targets and 95% above productivity.
Mortgage Loan Processor
Quatro Mortgage Solution
Gurugram
06.2016 - 10.2017
- Completed loan submission packages and oversaw file input in mortgage software.
- Worked on specific conditions received from Underwriting department.
- Coordinated with outside vendors to resolve loan closing issues and reviewed loan applications.
- Filed completed loan applications with Underwriting team and made approval or denial recommendations.
Education
MBA - Finance And Accounting
Sikkim Manipal University
05.2021
Bachelor in Computer Applications -
Guru Gobind Singh Indraprastha University
05.2016
High School Diploma -
Titiksha Public School
03.2013
Additional Information
Current Organization - Mercer India Private Limited
- Implemented a document request strategy for Terminal Illness claims (most critical of all claims), reducing delays in payment.
- Created a report to track benefit period dates for all Total and Temporary Disability claims in order to keep our records accurate in terms of suspending and reinstating premiums accordingly.
- Developed a mail merge system to automate claim checklists and initial letters, saving time and ensuring accuracy.
- Worked with Knowledge and Development team to transform the SOPs from a word files to web articles for ease of access.
Previous Organization - Ameriprise Financial
- Created a Power Automate workflow to automate error emails, reducing manual tasks.
MBA - Finance and Accounting
- Effectiveness of Comparative Analysis of Mutual Fund with Other Investment Options and Their Evaluation.
Accomplishments
- Recipient of monthly best performer award.
- Appreciation emails from onshore team for proactive demeanor.
- Multiple Employee of the month Awards.
- Achieved Better Together Award.
- Consistent promotions achieved within 5-year timeframe.
Current Organization - Mercer India Private Limited
Previous Organization - Ameriprise Financial
Languages
Hindi
English
Skills
Product and Service knowledge
Operations Management
Project Management
Team Collaboration
Communication Skills
Data Presentation and Visualization
Process Enhancement
Attention to Detail
Knowledge of Accounting
Customer Service and Satisfaction
Training and Development
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Team Building / Company RetreatsPaid sick leaveCompany CultureWork-life balancePaid time offPersonal development programsFlexible work hoursCareer advancementHealthcare benefitsTimeline
Assistant Manager
Mercer India Private Limited
12.2022 - Current
ID Claims- Senior Process Associate
Ameriprise Financial
06.2021 - 04.2022
ID Claims- Process Associate
Ameriprise Financial
10.2017 - 06.2021
Mortgage Loan Processor
Quatro Mortgage Solution
06.2016 - 10.2017
Senior Quality Analyst
Ameriprise Financial
4 2022 - 12.2022
MBA - Finance And Accounting
Sikkim Manipal University
Bachelor in Computer Applications -
Guru Gobind Singh Indraprastha University
High School Diploma -
Titiksha Public School
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