Summary
Work History
Education
Skills
Certification
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Nithasree R S

Financial Associate ( Insurance Operations Specialist )
Thiruvananthapuram,Kerala
Stop Being Afraid Of What Could Go Wrong And Start Being Excited About What Could Go Right
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Nithasree R S

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Experienced Health and Life Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering four years of experience and willingness to take on any challenge.

Work History

RR Donnelly
Thiruvananthapuram

Financial Associate
08.2019 - Current

Job overview

  • Prepared applications, documents and data to renew insurance policies.
  • Interacted with clients to assist with insurance needs.
  • Processed and recorded new policies and claims.
  • Modified, updated and processed existing policies.
  • Checked documentation for accuracy and validity on updated systems.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Calculated adjustments, premiums and refunds.
  • Determined appropriateness of payers to protect organization and minimize risk.
  • Performed research to keep appraised of changes in insurance market.
  • Maintained high standards of customer service by building relationships with clients.
  • Created customer databases to track and manage interactions and sales.
  • Calculated premiums and established payment methods for sales.

RR Donnelly
Thiruvananthapuram

Document Specialist
10.2018 - 04.2019

Job overview

  • Transmitted documents, organized revisions and tracked changes.
  • Prepared digital files, physical documents and work requests in compliance with company guidelines.
  • Completed transmittal logs and stored in files for specified durations.
  • Manipulated and converted documents to meet needs of individual personnel or projects.
  • Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
  • Provided support for document controls and worked with contract documents.
  • Enforced use of standardized forms and templates to achieve uniformity of communications across departments and functions.
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures.
  • Evaluated current document processes, suggested methods for change and implemented successful improvements.
  • Checked and corrected grammatical and spelling errors in diverse documents.
  • Managed finished works and version edits for comprehensive record of each file.
  • Followed established guidelines to maintain style quality and consistency in produced content.
  • Used style guidelines to make accurate changes and comply with ideal structure.
  • Prioritized critical issues, items and functions and set achievable goals to measure progress.
  • Proofread, edited and evaluated final copy to verify content aligned with established guidelines.
  • Passionate about learning and committed to continual improvement.

Education

Kerala University
Kerala, India

Bachelor of Commerce from Financial Accounting, Tax Procedure And Practice
06.2015 - 04.2018

Skills

Documentation abilities

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Certification

Google Data Analytics - Certification Course

Nithasree R SFinancial Associate ( Insurance Operations Specialist )