Neha Srivastava
Payment and Claim Support- Senior Analyst
Noida
Summary
Decisive, focused and result oriented professional offering 4.3 years’ experience in Banking Back office and Insurance Operations, Cash Processing, Claim Settlement & processing. Process Improvement with emphasis on efficiency and accuracy. Hands-on experience in Training, Client Servicing, Insurance and Claims
Overview
4
4
years of professional experience
24
24
years of post-secondary education
2
2
Languages
Work History
Process Associate
Sun life India
01.2015 - 10.2018
- Handling claims investigation, processing, and payments
- Claims document validation, calculating benefit amount, and releasing same to the beneficiary
- Meet productivity and quality targets on a daily, weekly, and monthly basis
- Managing service operations for rendering and achieving quality services; providing first line customer support by answering queries and resolving their issues, ensuring minimum TAT
- Managing day to day Client interaction and expectations
- Developing lasting relationships with client personnel that foster client ties
- Supervised team of process associates to enhance accountability, develop professional skills and improve efficiency.
- Increased customer satisfaction by promptly addressing concerns and providing effective solutions tailored to their needs.
- Trained junior associates in various process-related tasks, ensuring consistent quality across the team.
Jr Process Associate
Sun life India
10.2014 - 01.2015
- Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
- Communicated effectively with colleagues and supervisors to resolve issues promptly and accurately.
- Participated in regular team meetings, contributing valuable insights toward process enhancements.
- Handled high volumes of incoming work requests professionally while maintaining excellent organization.
- Provided exceptional customer service when interacting with clients or vendors during process execution tasks.
- Reduced processing times for key tasks, enabling team to handle higher volumes without compromising quality.
Education
MBA - Finance And HR
GLA-University
Mathura, India 04.2001 - 01.2018
Graduated - B.Com
Agra University
Agra, India 04.2001 - 01.2009
Skills
Dispute resolution
Client relationship management
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Process documentation
Interpersonal skills
Effective communication
Professionalism
Highlights
Identified ways to reduce risk through process re-engineering, automation and leveraging best practices., Coordinated with project and IT teams on continuous improvement of both systems and operational processes/controls., Automated the daily SPO Trades to STP, thereby saving 272 hours every year., Recognized as a SPOT Champion for all round performance., Consistent Client appreciations., Managed various Platinum clients for Sunlife., Managed team of dedicated client service Officers.
Awards Recognition
- Best employee for various quarters
- Best idea for Process Efficiency
Phone
+91, 9354369119
Personal Information
- Date of Birth: 08/18/88
- Marital Status: Married
Roles And Responsibilities
- Ensuring optimum and effective utilization of material and human resources in providing congenial work environment.
- Doing Manpower planning and capacity planning for the process.
- Improving the productivity by eliminating discomfort and fatigue in the organization.
- Establishing effective relationship with key stakeholders and Operational Experts.
- Build Transition Plan including Infrastructure/Application support Model, Change Management, Learning and Communication Deliverables.
- Managing service operations for rendering and achieving quality services.
- Providing first line customer support by answering queries and resolving their issues, ensuring minimum TAT.
- Managing day to day Client interaction and expectations.
- Developing lasting relationships with client personnel that foster client ties.
Timeline
Process Associate
Sun life India
01.2015 - 10.2018
Jr Process Associate
Sun life India
10.2014 - 01.2015
MBA - Finance And HR
GLA-University
04.2001 - 01.2018
Graduated - B.Com
Agra University
04.2001 - 01.2009
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