Projects
PROJECTS
• Reduction in Average Resolution - The avg resolution time dropped from 18 days to 4 days ie overall reduction by 14 days
• Streamlining MIS REPORTS - Helps to track the progress of the ticket resolution time & monitor the volume & trend of different issue/ concern. This resulted in reduction of Ageing report by 79%
• Set up the Freshdesk tool for ticket mechanism- This has helped in Tracking of Reports - Ageing, Volume of tickets raised for different issue No ticket lost Monitor the quality of the responses &resolution time.
• Reduction of Level 2 agents tickets handling- Driven this project to improvise the efficiency of the Level1 agents by enhancing the visibility in the system and revamping the processes so that the tickets are addressed and resolved at the first contact. Reduced Level 2 agents’ tickets from 30% to 10%
• Ace App – The field executives did not have a support team to help them resolve the issues they face while onboarding a merchant partner. - Created a SOP to handle flow of tickets from the Help section of the Ace App to address the queries of the field executive
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• Responsible for the entire Policy servicing (Client servicing) and processing of AML KYC for the South Zone.
• Processing of all financial (ULIP) transaction for entire South Zone – Fund Switch, Premium Redirection, Regular Premium Holiday and Top Up & Processing EOD Reconciliation for Pan India.
• Coordinated with internal partner to obtain required information and applicable documentation related to KYC production.
• Closure of the Service request raised by branches under POS transaction with 100% accuracy (Ownership change request, ECS, Payment mode change, Name change, Duplicate policy document request, Signature change request etc).
• Quality Check for all the service request raised and closed by branches (address, contact and email id) & National Electronic Fund Transfer check of the Policy servicing transaction with 100% accuracy for the entire South Zone.
• Handling Policy servicing including renewal payments, customer queries, and complaints.
• Scrutiny of New Business Application Forms and underwriting at the branch level
• Handling the claim section of the Guwahati Branch
• Handling Policy servicing including renewal payments, customer queries, and complaints.
• Underwriting of new business at the branch level and handling cash as well.
Keeping track of Walk-ins customers and resolving escalated customers' issues effectively