Summary
Overview
Work History
Education
Skills
Timeline
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Bhargavi Talla

Liverpool

Summary

Results-driven Process Specialist at Principal Global Services with a strong integrity and compliance mindset. Expert in regulatory knowledge and audit readiness, ensuring accurate processing of 401(k) contributions and claims. Proven ability to collaborate cross-functionally, enhancing operational efficiency and achieving timely resolutions for clients. Committed to maintaining high standards of compliance and quality.

Overview

7
7
years of professional experience

Work History

Process Specialist

Principal Global Services
Hyderabad
05.2022 - 04.2025
  • Process and review 401(k) retirement contribution services for U.S.-based clients.
  • Evaluate client requests, including cash withdrawals, loan requests, and contribution rollovers to different financial institutions.
  • Verify and validate submitted documents to ensure compliance with company regulations and U.S. Retirement policies.
  • Perform cross-checking of member personal information, duplicate submissions, and distribution eligibility requirements.
  • Conduct tax calculations on distributions, and ensure accuracy before processing requests.
  • Make sound decisions on the approval or denial of requests based on policy compliance.
  • Process cash payouts via check, ACH, or wire transfer after verifying bank account details.
  • Performed QA audits on 401(k) processes to ensure accuracy and compliance with the U.S. Retirement policies.
  • Collaborate with customer service teams to obtain additional information for the timely resolution of client requests.
  • Produced weekly summary reports of progress and learnings to help keep work aligned with objectives.

Appeals Analyst

Optum Global Solutions
Hyderabad
10.2018 - 05.2022
  • Collect, review, and validate supporting documentation for claims. Conduct thorough research to ensure accurate and fair case resolutions.
  • Share and submit reports on claims status to supervisors, and other relevant stakeholders.
  • Determine where specific claims should be reviewed, handled, or routed to other departments, as required.
  • Coordinate with SMEs or business partners to obtain decisions when appropriate.
  • Review member benefit information, provider-specific information/contracts, claims, applicable SOPs, delegation status, state-specific policies, and national policies and procedures in order to make an accurate decision on the claim.
  • Send out a completed and timely written notification letter within the claim outcome.

Education

Bachelor of Commerce -

R.B.V.R.R Degree College
Narayanguda
05-2018

Skills

  • Integrity and Compliance Mindset
  • Cross-functional coordination
  • Microsoft Office Suite
  • Submissions and Compliance
  • Statement review
  • Agile methodologies
  • Compliance monitoring
  • Application verification
  • Regulatory knowledge
  • Audit Readiness
  • Risk Assessment and Resolution

Timeline

Process Specialist

Principal Global Services
05.2022 - 04.2025

Appeals Analyst

Optum Global Solutions
10.2018 - 05.2022

Bachelor of Commerce -

R.B.V.R.R Degree College

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Bhargavi Talla