Reshma Shaikh
Operations Analyst In US Retirement Operations
Mumbai
Summary
Dynamic Operations Analyst with a proven track record at TIAA, enhancing team productivity and operational efficiency through innovative workflow strategies and time management. Expert in data analysis and financial planning, coupled with exceptional communication and teamwork abilities. Achieved significant improvements in process efficiency and problem-solving, demonstrating a keen ability to adapt and thrive in fast-paced environments.
Overview
6
6
years of professional experience
11
11
Certifications
Work History
Operations Analyst
TIAA
MUMBAI
07.2019 - Current
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Supported supervisor and associated team members to maintain system functionality.o
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Worked flexible hours across night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Strengthened communication skills through regular interactions with others.
- Paid attention to detail while completing assignments.
- Proved successful working within tight deadlines and a fast-paced environment.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Resolved problems, improved operations and provided exceptional service.
- Managed participant data, ensuring accuracy and timely updates for benefit calculations and distributions.
- Maintained compliance with federal regulations by staying current on legislative changes and updating policies accordingly.
Associate
Joules to Watt
Mumbai
05.2018 - 04.2019
- Verified client information by analyzing existing evidence on file.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Posted payments to accounts and maintained records.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Exhibited strong organizational skills in managing multiple tasks simultaneously, resulting in consistently meeting deadlines.
- Improved customer satisfaction by providing prompt, courteous, and knowledgeable assistance during the claims process.
- Supported continuous improvement efforts within the department by actively participating in workshops, seminars, and meetings.
- Demonstrated exceptional problem-solving skills while handling challenging cases, leading to satisfactory outcomes for both the company and client.
- Identified fraudulent claims through meticulous investigation and analysis of submitted documentation, protecting company resources.
- Reduced processing time for each claim by utilizing efficient data entry techniques and attention to detail.
- Achieved quick resolution of outstanding issues by conducting thorough follow-ups on pending claims.
- Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
- Increased accuracy in claims processing by verifying policyholder information and cross-referencing with available records.
- Maximized claim efficiency by thoroughly reviewing and analyzing insurance claims.
- Affirmed or denied coverage fairly based on thorough investigations.
- Followed up with customers on unresolved issues.
- Evaluated accuracy and quality of data entered into agency management system.
- Responded to customer inquiries, providing detailed explanations of insurance policies and claims processes.
- Tracked and reported on claims processing metrics to aid senior management in making informed decisions.
- Utilized excellent analytical and problem-solving skills to quickly and accurately assess insurance claims.
- Processed and recorded new policies and claims.
- Calculated adjustments, premiums and refunds.
- Checked documentation for accuracy and validity on updated systems.
- Modified, updated and processed existing policies.
- Maintained confidentiality of patient finances, records, and health statuses.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Implemented cost-saving measures by identifying unnecessary expenses in the claims process.
- Contributed to the development and implementation of new procedures, policies, or guidelines that improved claim processing efficiency across the organization.
- Maintained detailed records of all processed claims for easy retrieval during audits or disputes.
- Improved accuracy in claims evaluation, applying detailed knowledge of policy terms and conditions.
- Generated, posted and attached information to claim files.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Communicated effectively with staff members of operations, finance and clinical departments.
Education
Bachelor Of Management Studies - Accounting And Finance
University of Mumbai
Mumbai08.2018
Skills
Process updates
Trend modeling
Forecasting skills
Data analysis
Reporting abilities
Financial planning
Cross-functional teamwork
Microsoft Word
Microsoft SharePoint
System integration
Microsoft Access
Account management
Service standard compliance
Stock management
Report preparation
Recordkeeping strengths
Report generation
Microsoft Excel expertise
Financial records
Organizational skills
Change Management
Accounts Payable
Excellent Communication
Decision-Making
Teamwork and Collaboration
Planning and Coordination
Organization and Time Management
Flexible and Adaptable
Self-Motivated
Active Listening
Teambuilding
Multitasking Abilities
Written Communication
Data Entry
Training and Development
Analytical and Critical Thinking
Interpersonal Communication
Critical Thinking
Good Telephone Etiquette
Problem-Solving
Database Management
File/records maintenance
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Arabic
Upper intermediate (B2)
Marathi
Bilingual or Proficient (C2)
Urdu
Bilingual or Proficient (C2)
Certification
Financial risk management
Interests
Singing
Dancing
Roaming peaceful places to gain knowledge and experience
Timeline
Financial risk management
09-2024
Financial product management
09-2024
Excel for financial planning & analysis
09-2024
Generative AI
09-2024
Financial Performance management
09-2024
Business analysis CBAP
09-2024
Business analysis
09-2024
Advance Excel
09-2024
Microsoft copilot for productivity my Microsoft
09-2024
Tableau for certified data analyst prep
08-2024
Operations Analyst
TIAA
07.2019 - Current
Associate
Joules to Watt
05.2018 - 04.2019
MSCIT
07-2013
Bachelor Of Management Studies - Accounting And Finance
University of Mumbai