Jay Mungalpara

• Processing of Group Early and Non-Early Claims

• The system processes 10–12 group claims per day, as well as high-value cases.

• preparing reinsurance case assessments and following high-value cases.

• Automation/development of reports and UAT testing of all new changes in the system and applications.

• Non-early and Early case payout processing.

• Preparing ADUIT data and vendor bill processing.

• Receive and check claim documents for completeness and advice employees regarding pending documents
• Track and control documents to ensure TAT of claims/cards as per SLA
• Feedback from Insurers and Corporate
• Escalate issues as per the escalation matrix.

• Processing of Individual Early and Non-Early
• The system processes 5-6 individual and group claims per day, as well as high-value cases
• Providing claim information (MIS/PPT) to management
• Automation/development of reports and UAT testing of all new changes in the system and applications
• Preparing non-early and early case playout files for submission to the fiancé team
• Daily reporting of claim expenses
• Weekly, based on data sent by partners
• IRDI Data Reporting, Pay-out processing for legal and compliant cases.

• Branch Performance Report: KPI (Branches and CLM)
• Providing data, MIS, or PowerPoint presentations to management as needed
• Automation, report development, and UAT testing of all new system and application changes
• Audit and compliance-related queries, support for branches, customer service, and a driving competition
• Branch code mapping
• Coordinating with the sales force, fulfilling the customer documentation requirements, and getting the policy
• Processing customer service requests and coordinating with the back office for the same
• Solving customer queries and retaining the customer by providing the best possible service to them.

• Insurance Policy Process and Controls
• FTR (First Time Right) processing of a death claim
• Processing all pay out requests (surrenders, partial withdrawals, and FT) and advising customers about insurance products
• Providing and developing customer solutions Preparing the MIS for Branch Performance Retention and revival of policies Accounting, Receipting, and Banking
• Coordination with vendor for application coding, maintaining zero defects, and delivering 100 percent Leads from S2S Multiple ABC leads.