Bhavna Srivastava

Client Onboarding:

• Collaborate with internal teams and clients for smooth client onboarding.
• Ensure effective service delivery during the transition.

Employee Account Setup:

• Manage new employee account setup.
• Gather necessary information,verify eligibility, and ensure accurate data entry.

Termination Process Handling:

• Handle employee terminations.
• Update benefit records, coordinate final payments, and provide necessary documentation.

Flexible Benefits Allocation:

• Allocate flexible points or benefits to employees.
• Ensure compliance with company policies.

Process Optimization:

• Continuously improve claims management, life event administration, and client onboarding processes.
• Enhance efficiency and customer satisfaction.

Claims Review and Assistance:

• Review and process client claims.
• Provide guidance during life events.

Cross-Functional Collaboration:

• Collaborate on system enhancements and process improvements.
• Enhance efficiency and customer satisfaction.

Effective Training and Handovers:

• Provide training to new hires.
• Ensure seamless knowledge transfer.

Healthcare Audits:

• Conduct audits on US Healthcare benefits.
• Provide reports to the client team.

Service Quality Assurance:

• Examine service quality for clients.
• Ensure compliance with SOP and guidelines.

Client Communication:

• Interact with the Client Manager and other Onshore team members.

Benefit Updates:

• Process benefit changes for existing employees.
• Includes adding/removing dependents, adjusting coverage levels, and updating beneficiaries

Customer Queries:

• Respond to employee queries on Health and Welfare benefits and payroll for Boeing.
• Ensure accurate information and timely assistance.

Problem Resolution:

• Assist customers, resolve concerns, and maintain high satisfaction levels.
• Engage via web chat platforms in real time.

Call Handling:

• Actively listen to customer calls (Regarding YSA).
• Provide appropriate solutions or escalate issues.

Quality Audits:

• Conduct audits on chat interactions.
• Ensure adherence to quality standards and offer feedback to new hires.

Training and Onboarding:

• Assist in training new customer service representatives.
• Provide guidance on processes and systems.

Process Improvement:

• Identify opportunities for enhancement.
• Actively participate in training and development programs.