Megha Bansal
Professional Actuary - 1
Pune
Summary
Experienced Actuarial Associate with 5 years in Life Insurance. Skilled in project optimization, problem-solving, and innovative strategy development. Strong background in project management, process improvement, and financial analysis. Proficient in MS Excel and SQL. Proven track record in streamlining operations and cost reduction through data analysis and efficiency strategies.
Overview
5
5
years of professional experience
Work History
Professional Actuary - 1
DXC Technology
Noida
12.2018 - Current
- Manages Scrum team of 6 people.
- Verifying illustration's values and quoting premium required to cover policies without violating premium guidelines.
- Knowledge of US life insurance products, including universal life, variable universal life, and whole life.
- Assists US clients with life insurance policy-based requests where conducting research for clients, handling inquiries, and identifying errors and meeting query deadlines with zero escalation.
- Daily tasks involve calculating insurance costs, surrender values, validating annual statement data, determining maximum premium amounts within guidelines, and identifying policy MEC status.
- Preparing loan schedules using excel models and projecting future charges of policy and to keep policies active, provided grace amounts and reinstatement quotes.
- Providing trainings on various work types. Developed procedures, self-review checks, and resolved queries for employees in short period of time.
- Prepared manual and automated template to simplify work process reducing manual effort and increased work efficiency.
Education
Bachelor of Commerce (Hons.) -
Satyawati College (University of Delhi)
Delhi 06.2014 - 06.2017
Intermediate - Commerce
Rajkamal Saraswati Vidya Mandir
Dhanbad.India 04.2012 - 03.2014
Skills
MS Excel
Data Analysis
SQL
Project Management
Python
Complete MS Office
Punctual and Reliable
Time Management
Decision Making
Team Building
Additional Information
- Awarded DXC's Quarterly Champ Award 2 times for showing Dedication, Execution Excellence & Courage towards DXC success.
- Awarded certificate of merit for performance in XIIth class from School.
Timeline
Professional Actuary - 1
DXC Technology
12.2018 - Current
Bachelor of Commerce (Hons.) -
Satyawati College (University of Delhi)
06.2014 - 06.2017
Intermediate - Commerce
Rajkamal Saraswati Vidya Mandir
04.2012 - 03.2014
Actuarial Papers Cleared
- Cleared 6 Actuarial Exams (old Curriculum) – CT1, CT2, CT3, CT5, CT7 and CT9
- Cleared 5 Actuarial Exams (New Curriculum) – CM1, CB1, CS1, CB2, CB3
Actuarial Papers Cleared
- Cleared 6 Actuarial Exams (old Curriculum) – CT1, CT2, CT3, CT5, CT7 and CT9
- Cleared 5 Actuarial Exams (New Curriculum) – CM1, CB1, CS1, CB2, CB3