Summary
Overview
Work History
Education
Skills
Additional Information
Interests
Address
Declaration
Timeline
Generic

Meghana M

Insurance Associate
Bangalore

Summary

Friendly, ambitious Insurance Associate with 07 years of experience in UK Insurance. Team player with excellent communication and problem-solving skills. Organized, driven and adaptable with excellent planning and problem-solving abilities. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills handling multiple queues simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

7
7
years of professional experience
4
4
Languages

Work History

Insurance Associate

Accenture Pvt Ltd
02.2017 - Current
  • Built strong relationships with clients, resulting in higher referral rates and increased business opportunities.
  • Answered product and service questions, suggesting other offerings to attract potential customers.
  • Provided primary customer support to internal and external customers.
  • Continuously expanded personal knowledge of industry regulations, staying abreast of any changes that could impact clients or the business operations.
  • Streamlined policy issuance process for faster service and improved client retention rates.
  • Collaborated with underwriters to evaluate risk factors and determine accurate policy pricing.
  • Effectively managed a high volume of customer inquiries by utilizing strong organization skills and multitasking capabilities.
  • Validation and documents check ad approval during the policy purchase
  • Monitoring the complete detailing for the insured driver details on the policy and updating the same on backend of the tool.
  • Conducted regular self-assessments of performance, seeking opportunities to expand skillset through ongoing training and development programs.
  • Achieved high service ratings for consistently meeting and exceeding performance targets in quality assurance evaluations.
  • Contributed to increased sales by upselling products and services when appropriate during support interactions.
  • Managed multiple tasks simultaneously while maintaining composure during high-volume periods by supporting on more than 6 to 7 queues in a day.
  • Boosted customer retention rates by providing exceptional support through email, and chat interactions.
  • Served as a reliable point of contact for internal departments, sharing expertise on product features, functionalities, and customer support best practices.
  • Played an instrumental role in updating and maintaining the company''s knowledge base to ensure easy access to accurate and current information for both customers and support staff.
  • Collaborated effectively with cross-functional teams to support calls for adding/deleting and making changes of policy on Motor Insurance Database portal.
  • Assisted in training new hires, sharing best practices, and fostering a team-oriented environment focused on delivering excellence in customer service.
  • Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
  • Supported continuous improvement initiatives within the department by actively participating in feedback sessions, process reviews, and team meetings focused on enhancing performance standards.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Updated account information to maintain customer records.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Enhanced client onboarding process by streamlining KYC procedures and reducing turnaround time.
  • Participated in process improvement initiatives, contributing ideas that led to increased efficiency and reduced operational costs.
  • Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Collaborated with cross-functional teams to ensure alignment of KYC processes across the organization.
  • Performed quality assurance checks on completed customer files, ensuring accuracy and completeness before submission for review or approval.
  • Provided training to new team members on product and process procedures, resulting in increased productivity and effectiveness.
  • Offered internal support for audit, compliance and reporting activities.
  • Facilitated communication with onboarding team to gather information and onboarding documentation.
  • Complied with internal controls and government regulations.
  • Maintained detailed records of all transactions, ensuring compliance with regulatory requirements and internal policies.
  • Assisted clients with claims processing, ensuring timely reimbursement and maintaining trust in the company''s services.
  • Organized regular training sessions for fellow associates to improve overall team performance and knowledge of insurance products.
  • Served as point-of-contact for team when transitioned new queues
  • Providing KTs to the Team when new updates on processes were rolled out.
  • Internal audits and training support to the team members, when there was downfall at work found.
  • Calculated adjustments, premiums and refunds.
  • Communicated verification and authorization status updates with vehicle modification and otal loss department to facilitate decision-making for insurance coverage.
  • Modified, updated and processed existing policies.
  • Notified insurance agents and accounting departments of policy cancellations and changes.
  • Processed and recorded new policies and claims.
  • Generated, posted and attached information to claim files.
  • Posted payments to accounts and maintained records.
  • Work assignment to the team based on volumes and efficiency.
  • Sending everyday reports for volumes incoming and MI reports for previous day outstanding.
  • Active participation in floor activities and townhalls.
  • Participation in curricular activities and hosting team meetings .
  • Providing support the Teal lead by providing required data of the team or work .
  • Taking initiatives in team building activities, organizing team outings and team gatherings.
  • Solving queries and being point of contact new joiners and also within team for almost all the queues processed.
  • Being one of the major resources of the team and working on high volume time and BCP times.

Education

Bachelor's of Commerce - Accounting And Finance

Seshadripuram College
Bangalore
04.2001 -

Karnataka Pre University Board - Commerce

Seshadripuram Composite Preuniversity College
04.2001 -

Skills

    Customer Data Management

Additional Information

Received outstanding performer recognition for providing 08 ideas in a year.

Received Encore Award twice for integrity

Voluntary participation in roadshows and Townhall participation

Received recognition for 08 times for the best work on high volumes month

Supporting team with allocations and assignment in the absence of supervisors.

Trained new joiners with process and supporting by quality checks.

Supported quality team by auditing 07 queues worked by tem and also Uk handlers.

Interests

Cooking

Dance and singing

Travelling

Drawing and painting

Address

#97/5 1st Main, 2nd Cross 

Seshadripuram Bangalore 560020

Declaration

I hereby declare that the above mentioned facts are true to the best of my knowledge and good faith. I assure you  that, if given an opportunity to serve your esteem concern, I shall prove to the best of my abilities and stand up to  your expectations

Timeline

Insurance Associate

Accenture Pvt Ltd
02.2017 - Current

Bachelor's of Commerce - Accounting And Finance

Seshadripuram College
04.2001 -

Karnataka Pre University Board - Commerce

Seshadripuram Composite Preuniversity College
04.2001 -

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Meghana MInsurance Associate