Pranam S S

Currently working as a Process Specialist in the insurance domain, with a specialized focus on new business annuities and retirement plans. I have been actively contributing to operations that span customer lifecycle management, compliance, and policy servicing, using both industry tools and internal platforms.

• Delivered end-to-end processing for insurance operations, including customer transactions, document verification, KYC, AML checks, reconciliations, and claims processing.
• Specialized in new business annuities through the Resonant Portal, supporting the creation of annuity policies and verification of agent/customer data via tools like Salesforce, SMMART, and the Application Credit System (ACS).
• Developed and implemented initial and final review checklists for annuity products, such as mutual funds, death claims, settlement options, and brokerages.
• Worked directly with U.S.-based clients, aligning with their time zone to ensure real-time support, faster turnaround, and seamless communication for operational accuracy.
• Ensured high standards of compliance, data privacy, and audit readiness across processes, in line with both client and regulatory requirements.
• Resolved client queries via email and chat support, with a focus on First-Time-Right (FTR) resolution and SLA adherence.
• Collaborated cross-functionally with internal teams to align with business goals, improve accuracy, and enhance turnaround time.
• Actively presented reports and operational insights to stakeholders, applying strong communication and analytical skills.

• Collaborated with the service management team of 20, verified and processed health insurance requests across 9 states in US – Texas, Florida, Georgia, New Jersey, New York, Ohio, California, Maryland, Colorado.
• Leveraged Salesforce, implemented by Benefitmall to execute the workflow across new accounts, renewal and replacement of plans and policies as per the client’s and customer’s guidelines.
• Acted as a benefit support specialist, reviewed team’s performance, identified & rectified errors on captured information and verified documents provided by the brokers. Promptly recorded updates and modifications.
• Overachieved daily targets of processing 20-30 requests. Oversaw requests processed by other teams, eliminated potential escalations and enhanced service quality delivery that retained the customers.