Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Awards
Personal Information
Languages
Timeline
Generic
Open To Work

Bhushan Patil

Pune

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Insurance Operations AnalystSenior AnalystSubject Matter Expert

Work Type

Full Time

Location Preference

HybridRemoteOn-Site
Location: Pune, IN
Open to relocation: No

Salary Range

₹110000/yr - ₹200000/yr

Important To Me

401k matchCareer advancementCompany CultureHealthcare benefitsWork from home optionPaid time offPersonal development programsPaid sick leaveTeam Building / Company Retreats

Summary

Dynamic Insurance Operations Analyst with a proven track record at Accenture, excelling in client relationship management and operational support. Adept at resolving complex issues and delivering quality results, leveraging strong analytical skills and proficiency in Microsoft tools. Committed to enhancing client satisfaction and driving operational excellence in fast-paced environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Operations Analyst

Accenture
Pune
02.2025 - Current
  • Transitioned from TIAA Global Capabilities, India to Accenture Pune under TIAA's Recordkeeping Transformation.
  • Facilitated team transition under retirement solutions as Client Services Manager for TIAA institutional clients, ensuring continuity of service.
  • Communicated with clients to address daily work-related queries and requirements.
  • Provided requested audit documents to enhance client operations.
  • Assisted clients in processing employee contributions by submitting requests to downstream teams.
  • Resolved participant data discrepancies by accurately updating account information, enhancing data integrity.
  • Supported participants in obtaining approval for rollover withdrawals and RMD requests from employers.
  • Scheduled small benefits distributions for clients while ensuring accurate participant data management.
  • Processed refund requests, plan servicing credits, and lost earnings calculations using DOL calculation method, supporting accurate client financial reporting.

Senior Analyst

TIAA GBS INDIA
Pune
01.2019 - 02.2025
  • Manage daily administrative and operational functions for institutional clients, ensuring high levels of client satisfaction.
  • Collaborate with client-facing teams to resolve escalated issues, enhancing service delivery and operational excellence.
  • Validated beneficiary designations and entitlements, ensuring accurate distribution of benefits to eligible parties.
  • Research and validate accounts values, current contract and date of death values in each plan and subplan for the participant.
  • Work for distribution and check all parameters whether participant is eligible for the distribution and use checklist to process the request.
  • Working in Death claim, Defined contribution Plans (401K) & insurance claims of contract entered and ensuring all investments are correct under each plan# or contract.
  • Maintain detailed documentation of service requests and client interactions to build institutional knowledge.
  • Maintained focus on quality, productivity, timeliness, and compliance with established targets.
  • Demonstrated strong investigation, processing, and analytical skills in various tasks.
  • Handled special process related projects.
  • Familiar with Lexis-Nexis tool to verify deaths and address details.

Education

Bachelor -

KBC-NMU
Shidkheda, Dhule, Maharastra- 425406
01-2015

Skills

  • Operational support and administration
  • Client relationship management
  • Power Apps expertise
  • Microsoft tools proficiency
  • AI tools proficiency
  • Data analysis
  • Problem-solving and resolution
  • Attention to detail
  • Quality results delivery
  • Time management
  • Written and verbal communication

Certification

  • Power BI Data Analyst
  • Agentic AI

Awards

  • Rewarded by titan of the month award – Pat on the back from SMD for the consistent best performance in process and handling new projects effectively.
  • Rewarded by Bronze and Quarterly award from Manager.
  • Honored under TITAN awards in a Super Team category.
  • Effective team player & co-ordination and appreciated by management.
  • Consistency in quality and productivity score in the team.
  • Recognized in Peers-to-Peers recognition.
  • Worked as Mentor for newly hired and trained team members.

Personal Information

  • Date of Birth: 08/15/97
  • Nationality: Indian
  • Marital Status: Married

Languages

  • Hindi
  • Marathi
  • English
  • Hindi
  • Marathi

Timeline

Insurance Operations Analyst

Accenture
02.2025 - Current

Senior Analyst

TIAA GBS INDIA
01.2019 - 02.2025

Bachelor -

KBC-NMU

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Bhushan Patil