Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Disclaimer
Timeline
Generic
Mayank Mundra

Mayank Mundra

Pune

Summary

In a lookout for a challenging and rewarding opportunity in an organization where I could gain more exposure in my career and utilize my skills and knowledge, which will contribute to the organization's growth.

A competent professional with six years of experience in the Expense Payment Team (Casualty Claims) and Life Insurance and Retirement Services. An out-of-the-box thinker with the ability to provide process improvement ideas, creating a teamwork environment to enhance productivity innovatively. Excellent interpersonal skills, with problem-solving, logical thinking, and analytical abilities.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Assocaite

Allstate India Pvt. Ltd
Pune
03.2019 - 03.2021
  • Support the new business process in obtaining all requirements, so a decision can be made on the policy to be placed in force. This includes dealing with third parties, agents, and internal customers.
  • Applying payments, premiums received via checks, EFT, and wire transfers in the system.
  • Refunding excess payments made by the customers, if any.
  • Transfer of plans as per the request of customers or as per the eligibility criteria.
  • Emailing all the requirements to agents via Outlook, by using relevant templates.
  • Apply the documented process to the file, and follow the process to ensure the policy continues through the workflow process quickly and accurately.
  • Ensure all relevant communications, records, and data are updated and recorded.
  • Conducted RCPS meetings on various topics.
  • Created a process map that helped new joiners easily understand a particular process.

Analyst - Trainer

Allstate India Pvt. Ltd
Pune
04.2024 - Current
  • Training/New Joiner Support/Onboarding: Conduct process training, resolve queries, and provide floor support for new joiners during the ramp-up period, ensuring a smooth transition. Lead onboarding sessions and deliver training to new hires/TL's. Evaluate training effectiveness and make recommendations for improvement.
  • Task Assignment & SLA Management: Assign tasks efficiently to ensure adherence to the Service Level Agreement (SLA) and Turnaround Time (TAT).
  • Team Management: Managed a team of employees, overseeing the hiring of new employees/TLs and training them. Manage performance management processes, including goal setting, feedback, and evaluations.
  • Operational support: Process a wide range of financial plan and report requests, with varying levels of complexity, ensuring accuracy, efficiency, and timeliness. Provided floor support to the need-based employees. Identified trends and made recommendations to improve overall performance of employees in the team.
  • Stakeholder Engagement: Maintained day-to-day stakeholder interaction and developed relationships.
  • Reporting: Created and maintained reports on training progress and performance dashboards.
  • Mentoring: Provided coaching, mentoring, refreshers, buddy-up sessions, and feedback sessions with the processors, in collaboration with their team leader.
  • DAP: Implemented Development Action Plans (DAP) for the employees who do not meet their quality scores, as assigned by the training team.
  • Audits: Quality audit for the employees who are in DAP, and communicated results to the training team and leadership.
  • Calibration: Be part of quality calibration calls. Support with process improvement ideas. Process optimization, updating job aids, reports, PKTs, and other duties as assigned.

Senior Associate

Allstate India Pvt. Ltd
Pune
04.2021 - 03.2024
  • Post payment requests from the various vendors under the particular coverage of a specific claim.
  • Identify the transaction codes for each payment.
  • Ensuring smooth and effective operations by coordinating with onshore, claim handlers, and other teams, etc. To increase efficiency and reduce errors.
  • Post payment requests from the various vendors under the particular coverage of a specific claim.
  • Maintaining the data on a regular basis regarding how many claims are processed in a day.

Education

MBA - Finance

Pune Institute of Business Management
Pune
01.2019

B. Com -

S.D Govt College Beawar
Beawar, Rajasthan
01.2017

H.S.C. -

Central Academy School Beawar
Beawar, Rajasthan
01.2014

S.S.C. -

Central Academy School Beawar
Beawar, Rajasthan
01.2012

Skills

  • Written and verbal communication skills
  • Analytical skills
  • SQL
  • MS Excel
  • MS PowerPoint
  • MS Word and Outlook
  • Computer literacy
  • Multitasking
  • Decision making
  • Digital literacy
  • Critical thinking
  • Customer satisfaction
  • Email writing
  • Teamwork
  • Training

Certification

  • Completed certification of AIDA Level 1 and Level 2 by clearing the exam in one attempt, Allstate Insurance Domain Academy
  • Completed training level 1 workshop as a trainer role in Allstate India Pvt. Ltd.
  • Completed various LinkedIn courses, like Communicating with Confidence, Effective Listening, and Analysing Data in Excel Office, etc
  • I was awarded multiple times by the 'Star of the Month' award for outstanding performances
  • Attended email etiquette, presentation skills, and other personality development trainings

Extracurricular Activities

Active Member of the Fun Committee. Entertained colleagues by playing games on Fun Friday’s. Active member of Allstate Premier League & played two seasons of the same.

Disclaimer

The above information is true to the best of my knowledge and belief. Mayank Mundra Date: / /

Timeline

Analyst - Trainer

Allstate India Pvt. Ltd
04.2024 - Current

Senior Associate

Allstate India Pvt. Ltd
04.2021 - 03.2024

Assocaite

Allstate India Pvt. Ltd
03.2019 - 03.2021

MBA - Finance

Pune Institute of Business Management

B. Com -

S.D Govt College Beawar

H.S.C. -

Central Academy School Beawar

S.S.C. -

Central Academy School Beawar
Mayank Mundra