Sakshi Chavan

• 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
• Working in special project like CPQ on salesforce application
• Allocation of work to team members based on their specific offices
• Performed Quality Check function to verify work orders and contents for order correctness before initial quoting
• 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.

• 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

• 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