Summary
Overview
Work History
Education
Skills
Certification
Projects
Hobbies and Interests
Awards
Disclaimer
Timeline
Generic

PARTIBHA

Gurugram

Summary

Attaining a challenging position in a leading organization which provides me with stimulating working environment and offer me an opportunity to learn continuously, and develop new prospective with and under the guidance of eminent superiors and colleagues. I would definitely prove myself to be an asset to the organization system I will be working for.

A highly motivated and dedicated Process Associate with over 4 years of experience in the financial & insurance industry. Proven track record of successfully managing complex processes and improving operational efficiency. Possess strong analytical, problem-solving, and communication skills. Proficient in various computer applications and software. Looking for a challenging position and contribute my skills and expertise to a reputable organization.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Claim Associate

Sunlife Global Solutions
Gurugram
11.2022 - Current
  • Manage and oversee complex processes related to financial transactions and operations.
  • Identify process gaps and develop strategies to improve efficiency and reduce errors.
  • Ensure to work as per TAT and meet SLA.
  • Allocation of tasks.
  • Evaluated and examined a diverse array of disability insurance claims, including Death Resolution, Canada Pension Plan claims, incoming correspondence, PMUF, DPMUF, and EFT (Electronic Fund Transfer), Indirect Calculation, Address update, Name change, Cancel payment , Reissue payment , Review Contract, Review all details of policy holder, Handle to PM /PS queries
  • Handled concerns from client’s end and escalated major issues to supervisor.
  • Train and mentor new team members and provide ongoing support and guidance.
  • Monitored and resolved issues related to transactions and operations.
  • Maintained accurate records and updated databases as required.
  • Collaborated with team members and other departments to ensure timely completion of tasks.
  • Participated in process improvement initiatives and provided suggestions for process optimization.

Claims Associate

Optum Global Solutions
Gurugram
11.2020 - 11.2022
  • As a claims associate, your job duties may include reviewing a customer's insurance coverage and interviewing those who have filed a claim.

Education

Masters in Commerce - Banking and Finance

University of Mumbai
Mumbai
01.2016

Bachelor of commerce -

University of Mumbai
Mumbai
01.2014

Intermediate -

Sri Krishna Matric Higher Secondary School
Tamil Nadu
01.2011

High School -

Kendriya Vidyalaya INS Rajali
Chennai
01.2009

Skills

  • Team coaching
  • Consistent Performer
  • Prioritization and scheduling
  • Effective multitasking
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Working knowledge of MS Office (Excel, PowerPoint, Word)
  • Strong attention to detail and accuracy
  • Ability to manage multiple tasks and priorities
  • Agile Adaptability

Certification

  • Learning Certificates like – File review, Destination AI, Communicating a decline decision, Agile Methods.
  • Certification of completing the 3-month course on 'Vidya-Computer Fundamentals with MS-Office and Internet'.
  • Certification of completing a 5-month course on 'C Programming'.
  • Merit certificate in 'All India Essay Writing Event' conducted by 'Sahaj Marg Research and Training Institute'.

Projects

Project Athena, Worked 8 weeks on the Project Athena for the migration activities from 'PEGA to Athena'. CPP Access Request, Eliminated non-medical documents and shared medical documents of plan members to the Government of Canada after authorization of PM to get decision on CPP (Canada Pension Plan) application. Developed a macro to enhance efficiency by streamlining lengthy processes involved in conversion.

Hobbies and Interests

  • Sports – Volleyball, swimming, kabaddi.
  • Listening to music.
  • Interested in volunteer work.
  • Traveling.
  • Making greeting cards.
  • Playing online video games.
  • Learning new things.

Awards

  • Received Best performance award in Sunlife Global Solutions.
  • Received rigorization applause from partner for immediate action.
  • Received Best performance award in Optum Global Solutions.

Disclaimer

I hereby declare that all the information furnished above is true to the best of my knowledge and belief.

Timeline

Claim Associate

Sunlife Global Solutions
11.2022 - Current

Claims Associate

Optum Global Solutions
11.2020 - 11.2022

Masters in Commerce - Banking and Finance

University of Mumbai

Bachelor of commerce -

University of Mumbai

Intermediate -

Sri Krishna Matric Higher Secondary School

High School -

Kendriya Vidyalaya INS Rajali
PARTIBHA