Results-oriented professional with over 18 years of experience in Customer Experience, Operations management, Process management, Renewal Retention, Quality Management, SLA management, and Client interaction and Retention.
Overview
20
20
years of professional experience
4
4
Languages
Work History
Renewal Retention / Claims Support / Service and Grievance Management / PIVC / Call Quality / Policy Issuance Support
Livlong Insurance Broker (IIFL)
07.2023 - Current
Managing multiple portfolios with Livlong Insurance Brokers, to ensure seamless and effective client management
Renewal retention growth from 30% to 50% in current FY
Also, improved claims settlement % from 60% to 70% with primary Insurers
Sales Development and Planning Manager
Aditya Birla Health Insurance
12.2022 - 07.2023
Planning and executing sales development for New product requirement or process enhancement / amendments
Relationship Management with Channel (HDFC Bank - TPP)
IT Developments and UATs / production testing
Operations Management
Livlong Insurance Broker (IIFL)
06.2021 - 12.2022
Service, Claims support, Customer escalations and Grievance redressal
Sales force Management - Managing Outbound sales team for Online leads conversion
POS process Management - POS Quality Management
Corporate service Management - Service, Endorsements and Claim support
Business manager
Addis Marketing
10.2020 - 05.2021
Company Overview: Multicar Showroom for New cars and Used Cars
Used car procurement and sales - Sales Management, Online Query Management
Training and Quality manager - Training and Quality Management of Used car team for sales pitch, client interaction and closing the deal
Multicar Showroom for New cars and Used Cars
Grievance redressal Manager
HDFCERGO GIC Ltd
05.2019 - 09.2019
Continued upward and onward growth with HDFCERGO enabled me to explore Customer experience and Management from 360⁰ and helped me excel all the skills and utilise the same for betterment of process and customers
Project management and grievance exceled the competence of innovative thinking and inter departmental collaboration
Quality coaching enhanced leadership and patience while, team management in call center and email operations nurtured the skills like patience, quick learning and people management
Sr. Customer Service Executive + Team Mentor
Jeevansathi.com
01.2006 - 01.2009
Company Overview: A division of Info Edge India Ltd
Sales team handling for online lead conversions and collections
A division of Info Edge India Ltd
Customer Service Executive
Kankei Relationship & Marketing Pvt Ltd
12.2004 - 01.2006
Lead conversions
Education
B.Sc. - Chemistry
Personal Information
Date of Birth: 11/08/84
Timeline
Renewal Retention / Claims Support / Service and Grievance Management / PIVC / Call Quality / Policy Issuance Support
<p>Managed Enterprise and Government account portfolios, driving revenue growth and client retention through strategic relationships.<br>
Engaged proactively with customers prior to renewal dates to secure timely renewals and multi-year contracts.<br>
Oversaw renewal of Oracle's Premier Support contracts for Database, Applications, Middleware, and Hardware Systems.<br>
Collaborated strategically with Oracle channel partners to exceed Support Renewal targets.<br>
Prepared accurate renewal quotes and contracts in compliance with company policies.<br>
Identified and pursued upselling and cross-selling opportunities for Oracle services through long-term contracts.<br>
Provided strategic guidance to customers on future roadmaps and Oracle's statement of changes.<br>
Fostered strong customer relationships, negotiating terms to enhance satisfaction and retention.</p> at Oracle India Private Limited<p>Managed Enterprise and Government account portfolios, driving revenue growth and client retention through strategic relationships.<br>
Engaged proactively with customers prior to renewal dates to secure timely renewals and multi-year contracts.<br>
Oversaw renewal of Oracle's Premier Support contracts for Database, Applications, Middleware, and Hardware Systems.<br>
Collaborated strategically with Oracle channel partners to exceed Support Renewal targets.<br>
Prepared accurate renewal quotes and contracts in compliance with company policies.<br>
Identified and pursued upselling and cross-selling opportunities for Oracle services through long-term contracts.<br>
Provided strategic guidance to customers on future roadmaps and Oracle's statement of changes.<br>
Fostered strong customer relationships, negotiating terms to enhance satisfaction and retention.</p> at Oracle India Private Limited
<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors
<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA<ul><li>Advised 20+ leaders on complex employee relations issues like performance management and workplace investigations, ensuring full compliance with Panamanian labor law and minimizing legal risks.</li><li>Keeping an Open-Door policy for the employees. Investigations regarding employee issues and complaints. Collaboration with the Security and Employee Relations departments in investigations.</li><li>Review and approval of disciplinary actions. Completed more than 500 terminations according to Panamanian labor law.</li><li>Requesting, reviewing and approving of HRIS updates, transfers, benefits payments, intercompany and schedules changes.</li><li>Led the foreigner workers contract terminations according to the established Labor Law and company policies.</li><li>Participated in the Health and Safety Committee and inspections of the Social Insurance Institution, obtaining a passing score on every inspection. Developed the accidents events guidelines and form.</li><li>Participated in projects and tasks together with other areas such as HRIS and HR Corporate, for instance, the creation of the employee knowledge database to feed the chatbot for employees questions/answers.</li><li>Reporting and KPIs examination, including attrition and exit interviews results.</li><li>Review of policies, guidelines and procedures. Creation and updates of processes and control spreadsheets such as job abandonment process and form and the Oracle Manager Self Service control.</li><li>Implemented the onboarding program for new hires.</li><li>Developed HR Topics training plan for Operations staff.</li><li>Provided on the job training to the local HR members, developing skills and empowering the team.</li><li>Managed the HR providers purchase orders and payment requests.</li><li>Maintained close collaboration with the payroll department on claims and other employees inquiries, as well as support with compliance documents.</li></ul> at ALORICA
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW