Chetana Bowlekar

Key Deliverables - Group Operations:

Handling new business, renewals, and policy servicing.

• end-to-end new business processing, policy issuance, renewals, and policy servicing for employer-employee benefits.
• Ensured seamless coordination with clients, brokers, and internal teams to deliver efficient policy servicing.
• Maintained and monitored member data trackers, and ensured data accuracy for reporting and client communications.
• Managed mid-joiner, mid-leaver, sum-assured changes, reinstatements, endorsements, and GST invoicing for corporate clients.
• Achieved 100% TAT compliance for policy issuance, endorsements, and renewals, ensuring zero client escalations.

MIS & Reporting-

• Prepared and managed monthly pendency MIS reports of funding.
• Oversaw the daily allocation of cases within the team to ensure smooth operations and adherence to timelines.

Receipting and Refunds -

• Processed premium receipting in the system, and shared receipt details with clients and brokers.
• Handled refund requests and ensured timely settlements, minimizing client complaints.

• Managed end-to-end mid-joiner processing for group operations, ensuring smooth and efficient operations.
• Handled HDFC Bank partner operations, maintaining effective communication, and resolving compliance-related queries.
• Collaborated with MPH and sales teams to address and clarify issues under compliance guidelines.
• Demonstrated proficiency in various applications, including Group Asia, Life Next, Colts, Nastier, and Macro.
• Successfully handled ad hoc queries raised by MPH, sales representatives, key account managers (KAMs), and customers.
• Maintained manual APS (annual premium statement) records for multiple policies, facilitating reconciliation processes.
• Prepared and delivered weekly, monthly, and annual reports as per management and stakeholder requirements.
• Provided training and support to new users in policy servicing activities, ensuring smooth onboarding and knowledge transfer.
• Consistently delivered timely customer service and ensured the closure of customer requests within the timeline.