Sakshi Chavan
Pune
Summary
Results-driven and highly skilled Process Specialist with a proven track record of optimizing business operations. Proficient in dissecting complex processes, identifying inefficiencies, and implementing strategic solutions for enhanced productivity.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Process Specialist
Principal Global Services
06.2024 - Current
- View request, RFP, RFQ submitted by Home offices and index the document for quote in varies principal applications
- Review, analyze and process indexing, quoting in accordance with business process documents
- Using salesforce application to meet daily SLA within given 24 hour TAT
- Work on group, individual insurance and group benefit administration
- Responsible for quality management and process improvement
- Using domain knowledge as well as stakeholders SOP to ensure the day to day profitability of business
- Efficiently and effectively process group's request to meet or exceed document indexing expectations
- Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing.
Process Analyst
Gallagher LLP
Pune, India
08.2022 - 06.2024
- Knowing what type of check you are handling and how to process it to reduce the number of improper allocation of funds
- Validation of checks as per date, payee name, written amount, numerical amount, 9-digit routing number, account name and signature
- Identification of check types like Return to sender, subrogation, salvage, overpayment, Second injury fund, restitution and many more
- Creating of cover letters for completion or reissuing of any particular check
- Notifying Resolution managers if any additional information is needed for the checks to be completed
- Taking regular follow-ups with the RM and supervisor on a timely basis between 24 to 48 hours
- Cases to be completed on a timely manner before any tat miss of 48 hours which is daily 60+
- Working for several clients and re-issuing the checks
- Update documentation of SOP and operating instructions
- Updating of process task sheet/documentation for his/her own task
- CALL NEEDED TASK (Calling)
- Searching claim numbers for the team if claim numbers not provided from onshore
- Calling the adjusters and supervisors for the claim numbers from the information provided on the check copy
- Taking monthly calibration with the team to search basic claim numbers by using simple strategy
Analyst
KPMG
Pune
09.2021 - 02.2022
- Background verification check of new joiners
- Contacting former employers to check with their education, employment, criminal record or adverse media checks
- Conduct verifications of stated credentials given by client for their candidates or vendors
- Maintain trackers and master logs on real time basis
- Perform on business specific KPIs of productivity and quality targets
- Successful completion of client engagement deliverables in line with appropriate time-lines and adhering to pre-defined methodologies, ensuring high quality work delivery
Education
MBA In Finance -
Bharti Vidyapeth University, Pune
Bachelor of Commerce -
Savitribai Phule Pune University
01.2020
HSC -
Ness Wadia College of Commerce
01.2017
CBSE -
Army Public School Kirkee
01.2015
Skills
- MS-OFFICE
- MS-EXCEL
- MS-POWERPOINT
- Data analysis
- MS-CIT
- Outlook
- Financial transactions
- Account management
- Coordinating task distribution
- Riskfacs
- Salesforce
- Organizing workload
- Managing the work allocation
Languages
Marathi
Hindi
English
Personal Information
- Date of Birth: 09/25/1999
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Extracurricular Activities
- 5 kaizens submitted for improvement and change of the process
- 6 times earned Star of the month award Class of 2023
- Biannual award earned for best process performance
- Shining star award for quarterly performance
Certification
SAP- FICO (Finance Controlling)
- Facilitates organizations to manage their financial data
- Generate financial statements
- Analyze reports
Timeline
Process Specialist
Principal Global Services
06.2024 - Current
Process Analyst
Gallagher LLP
08.2022 - 06.2024
Analyst
KPMG
09.2021 - 02.2022
MBA In Finance -
Bharti Vidyapeth University, Pune
Bachelor of Commerce -
Savitribai Phule Pune University
HSC -
Ness Wadia College of Commerce
CBSE -
Army Public School Kirkee