Arun Balaji

-Advised customers of both Lloyds Bank and Bank of Scotland to help them in cash management and to clear their debts and help them to get back to their financial health.

-Handled vulnerable customers who were experiencing financial hardship and struggling with repayment towards both secured & unsecured debt.

Key Project

-Worked with IT team to monitor and increase the productivity.

-Using macros, analyzed the non productive time of the employees by capturing the duration of the calls and the operations done on the calls and thereby reducing the company's resourcing cost.

-Diagnosed and resolved a range of software, hardware and connectivity issues of the users. Remotely monitored the performance of the production team and trained them to improve their performance.

• Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
• Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
• Responded to customer requests for products, services, and company information.
• Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
• Liaised with insurance carriers to resolve billing errors and discrepancies.
• Set up customer payment plans to cover annual policies and renewals.
• Completed customer applications and updated records to reflect current information.
• Assisted customers with completing insurance documents to avoid missed information.
• Prepared insurance claim forms or related documents and reviewed for completeness.