Roopa J K
SR PROCESS EXECUTIVE
Bengaluru ,Karnataka
Summary
As a Business Support Officer, conducted analyses of business operations and coordinated the acquisition of administrative services such as office space, supplies, and security services. Employed throughout the public and private sectors. Skills : Good time management and organizational skills.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
5
5
Languages
Work History
Senior Process Executive
ALLINS IN
Bangalore, Karnataka
06.2024 - Current
- Maintained a positive work environment by fostering open communication, providing constructive feedback, and recognizing team achievements.
- Generated monthly metric reports, interpreted results and developed processes and solutions.
- Coordinated multi-team process initialization, reducing associated redundancies and dependencies.
- Trained junior team members in technical skills and industry best practices, fostering a culture of learning and growth.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Senior Business Support Officer
Ratnaafin Insurance Broking Pvt Ltd
07.2022 - 10.2023
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- All company policy issuance and all product
- Collaborated with team members to achieve target results.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Double checked accuracy of hard copy paperwork and rectified any issues.
- Renewal data management
- customer data maintenance
- MIS Report and daily business report management
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Backend Operations
ALLINS IN
11.2020 - 06.2022
- Collected premiums and issued accurate receipts.
- Verified client information by analyzing existing evidence on file.
- Notified insurance agents and accounting departments of policy cancellations and changes.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
Customer Service Executive
Cholamandalam Ms General Insurance Co Ltd
05.2017 - 07.2020
- Maintained current product knowledge to meet customer needs and increase sales.
- Responded to customer requests for products, services and company information.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Maintaining register of daily transactions, customer feedback and maintaining customer database
- Monitoring daily banking and coordinating with CMS
- Maintenance of Petty Cash and branch expenditure.
- Renewal follow-up's and conversion
- Issuance of Motor, Health and other policies.
- Daily updation of Renewals, Policies to HO
- Solicited customer engagement in loyalty programs to enhance company revenue generation.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Explained advantages, features and disadvantages of various policies to promote sale of plans,
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Education
B.B.M -
YDD College
Belur , Hassan 01.2007 - 01.2010
Bachelor of Commerce -
Shanthala PU Collage
Belur, Hassn 01.2006 - 01.2007
10th -
College Belur Pre- University, Govt College
Belur 06.2004 - 01.2005
Skills
Accounting banking
Issue escalation
Company policy adherence
Online chat and email
Presentation skills
Documentation and notes
Account management
Strategic sales knowledge
Customer follow-up
Report preparation
Additional Information
21-06-1989 ( 32 years )
Timeline
Senior Process Executive
ALLINS IN
06.2024 - Current
Senior Business Support Officer
Ratnaafin Insurance Broking Pvt Ltd
07.2022 - 10.2023
Backend Operations
ALLINS IN
11.2020 - 06.2022
Customer Service Executive
Cholamandalam Ms General Insurance Co Ltd
05.2017 - 07.2020
B.B.M -
YDD College
01.2007 - 01.2010
Bachelor of Commerce -
Shanthala PU Collage
01.2006 - 01.2007
10th -
College Belur Pre- University, Govt College
06.2004 - 01.2005
Marital status
Married
Marital status
Married