Mohit Sharma

GROUP RETIREMENT SERVICES (Since Sep 2015 – Till Date)

• Analyzing customer Retirement policies and enrolling them with Sun Life Financial, also executing request regarding any amendment in their group retirement policies or availing benefits
• Execution of all tasks on priority within turnaround time
• Profile also includes allocation of money into member’s retirement plan contributed by member & sponsor on a regular schedule Analyzing and processing financial and non-financial request receive from client for Enrolment and NFC. Withdraw and transfer member’s money in his account or some other Financial Institution
• Meeting and exceeding defined service level metrics on timelines, productivity and accuracy
• Part of successfully transitioned process “Simple Plan setup” and responsible for handling the requests of the process
• Contact to onshore as and when required regarding any issue related to case

INDIVIDUAL LIFE INSURANCE (Since Nov 2008 – Aug 2015)

RESPONSIBILITIES:

• Processing policy owner’s request on basis of request received and made.
• Maintaining and updating Query Tracker on daily basis by keeping in the mind that the same query cannot be sent out.
• Responsible for maintaining the records in RPO Tax Database for the policyowners whose addresses are not valid.
• Maintaining and updating Exceptional Database so that the team member can take the exception as per the guidelines set by the manager and on-shore partners.
• Responsible for allocating and assigning work to the team members.
• Responsible for helping the new team members and resolving their day-to-day queries.
• Responsible for granting on-line access and authorization to the clients.
• Sharing process knowledge and updates within the team, complaints and other required things, helping team with an aim that they understand and follow the correct procedure.

• Always in the top 10% of stack ranks.
• Member of the pilot batch of a new process, which has been established in Fiserv India Pvt. Ltd.
• Found easier and faster ways of processing claims that helped improve team quality, as well as productivity.

• Always in the top 10% of stack ranks