Pooja R
Bengaluru
Summary
Experienced professional with 4.8 years in the insurance and IT industry. Skilled in investigating and resolving customer concerns, improving processes, and ensuring operational efficiency. Well-versed in gathering, reviewing, and reporting data, with a strong record of consistently meeting service and productivity benchmarks.
Overview
5
5
years of professional experience
Work History
Process Executive
Invensis Technologies Private Limited
Bangalore
09.2023 - Current
- Worked as a Collection Assistant within a leading freight factoring company, responsible for collecting payment status updates from brokers to support carrier funding.
- Resolved any issues or discrepancies that arose during the processing of orders or requests.
- Maintained high standards of accuracy and professionalism in all communications and documentation.
- Engaged daily with brokers via outbound phone calls and follow-up emails to verify critical load details
- Maintained a high volume of case follow-ups while delivering timely and professional responses across communication channels.
Corporate Agency Manager
HDFC Life Insurance Pvt Ltd
Bengaluru
11.2022 - 04.2023
- Conducting potential or existing customers to inform them about a Product or services.
- Answering the questions about products or company.
- Outstanding negotiation skills with the ability to resolve issue and address complaints.
- Provide rate quotes and coverage recommendations, Assist with long term planning.
- Assists with completion of application and other necessary paperwork, obtains underwriting approval.
Sr. Process Associate
IDA Automation Pvt Ltd
Bengaluru
08.2020 - 11.2022
- Achieved targets by handling queries promptly and sharing comprehensive product knowledge.
- Built Excel spreadsheets
- Oversee Data Entry Quality System.
- Teamwork and Collaboration.
- Repots Gathering.
- Paperwork validation
Education
Bachelor of Commerce -
Bangalore University
Bengaluru, KA01.2021
Pre-University Education -
Bengaluru, KA01.2018
SSLC -
Bengaluru, KA01.2016
Skills
- Paperwork validation
- Strong attention to detail and accuracy
- Client & Broker Communication via phone calls and emails
- Microsoft Outlook & Email Management
- Understanding of financial regulation and compliance
- Vendor & client relationship
Timeline
Process Executive
Invensis Technologies Private Limited
09.2023 - Current
Corporate Agency Manager
HDFC Life Insurance Pvt Ltd
11.2022 - 04.2023
Sr. Process Associate
IDA Automation Pvt Ltd
08.2020 - 11.2022
Bachelor of Commerce -
Bangalore University