Lead Business Analyst
BEHERA UDAY KUMAR PATNAIK
Selectsys India
Hyderabad,TG
10
years of professional experience
1
Certification
3
Languages
Results-driven Lead Business Analyst with experience in US insurance operations, business analysis, process optimization, client engagement, and team leadership. Proven ability to balance hands-on individual contributor responsibilities with leadership of 15+ team members across policy administration, endorsements, submissions, loss runs, and certificate management. Skilled in AMS360, stakeholder management, operational reporting, quality assurance, problem-solving, and translating business needs into practical solutions that improve efficiency and reduce turnaround time.
Work History
Lead Business Analyst
5 Months- Handle client inquiries by resolving questions and coordinating timely follow-up.
- Gather business requirements and translate them into clear process documentation for operational teams.
- Review policy workflows and identify bottlenecks that affect turnaround time, service quality, or accuracy.
- Coordinate issue tracking with teams using structured updates and clear follow-through on open items.
- Support client handling activities by clarifying requests, documenting outcomes, and escalating complex cases appropriately.
- Train team members on workflow expectations, documentation standards, and consistent client communication practices.
- Coordinate with internal stakeholders to clarify requirements and keep tasks moving through each stage.
- Monitor open items and follow up on pending actions to keep deliverables on track.
Assistant Manager
9 Months- Tracked daily case files weekly to monitor SLA adherence, quality checks, and production flow across US insurance workstreams.
- Managed a 20-member team across endorsements, loss runs, and data extraction for CRC Group insurance processes.
- Drove process improvements that increased productivity, reduced turnaround time, and identified workflow gaps for automation.
- Coordinated client communication and delivered regular performance updates on production status, quality trends, and issue resolution.
Account Technician/Assistant Account Manager
6 Months- Maintained monthly production reports in Excel to track account servicing activity and workflow status.
- Processed policy servicing tasks across submissions, endorsements, cancellations, renewals, COIs, and auto ID cards in AMS360.
- Checked policies against agency checklists to reconcile documents with AMS360 records and flag discrepancies.
- Prepared renewal proposals, pulled loss runs, and compared carrier claims data for account managers.
- Retrieved documents from carrier websites and supported claims follow-up, MVR pulls, and submission updates.
- Created Accord applications in AMS360 and maintained SOPs in Word to standardize recurring processes.
Senior Process Executive/Process Executive-III
8 Years 2 Months- Resolved an average of 300 requests weekly while maintaining speed, accuracy, and volume benchmarks across client work queues.
- Reduced training time from five weeks to two by strengthening the onboarding approach and accelerating readiness for client processes.
- Handled complex client demands across non-voice and voice channels, delivering timely support through calls, chat, and email.
- Generated loss runs and submission documents in Applied EPIC for agent and renewal policies on normal and rush deadlines.
- Updated policy records in AMS360 based on client feedback, including corrections tied to claims, billing, and endorsements.
- Reviewed claims, complaints, and billing invoices to maintain accurate case handling and support premium customer inquiries.
- Audited workfiles after completion to prevent customer data from being saved on desktops and to reinforce process compliance.
Education
Bachelor of Technology - Electronics and Communication Engineering
Intermediate - Science
SSC/Matriculation - Science
Skills
AMS360
Image Right
AIM
Expert Insured
Policy administration & policy lifecycle
Applied EPIC
Customer service & client handling
Process improvement & operational efficiency
Team leadership & performance management
Training
coaching & mentoring
MS Office
Jira
Confluence
Client communication
Business requirements gathering
Languages
English
Hindi
Telugu
Certification
Generative AI - Beginner
Awards and Achievements
Best Employee for the Quarter, Patra India Private, Limited, Visakhapatnam, Andhra Pradesh, Recognized for exceptional performance, dedication, and contributions to team success during [Q2 2025]., 10/08/2025
Declaration
I hereby declare that the information provided above is true and accurate to the best of my knowledge and belief.
Education
07-2012
Timeline
Lead Business Analyst
Selectsys India
05.2026 - CurrentRead More
Assistant Manager
Genpact India Private Limited
07.2025 - 04.2026Read More
Account Technician/Assistant Account Manager
Suraj Infotech Private Limited
12.2024 - 06.2025Read More
Senior Process Executive/Process Executive-III
PATRA India BPO Services Private, Limited
10.2016 - 12.2024Read More
MITS, Engineering College
Bachelor of Technology from Electronics and Communication Engineering
Read More
Cuttack College
Intermediate from Science
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Cambridge School
SSC/Matriculation from Science
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