Saloni Gupta
Process Associate
Delhi
Summary
A detail-oriented and hardworking Process Associate with hands-on experience in handling reports, checking data, and sending documents to clients. Skilled at supporting teams by reviewing data, preparing step-by-step guides, and solving client issues. Comfortable using tools like Excel, Word, Power Point and DocuSign. Known for working well under pressure, helping teammates, and always looking for better ways to do things. Recognized with multiple awards for taking ownership and doing excellent work.
Overview
3
3
years of professional experience
Work History
Process Associate
Sun Life Global Solutions
03.2025 - Current
- Carefully checked and corrected client data to ensure reports were accurate and error-free.
- Created and improved step-by-step guides (SOPs) to make processes easier for the team.
- Sent personalized and accurate documents to clients as per their insurance policies.
- Worked with internal teams to test and launch updates to the EOI process.
- Reviewed work before final submission and shared knowledge with team members.
- Received Innovation Award and Owner's Mindset Award for excellent performance and handling large workloads.
Junior Process Associate
Sun Life Global Solutions
03.2024 - 03.2025
- Updated insurance-related data while ensuring everything met required guidelines.
- Helped clients by answering their questions and tracking progress using Excel and JIRA.
- Gave short presentations to explain updated processes to internal teams.
- Won Rising Star Award for suggesting new ideas and maintaining strong performance.
Operations Trainee
Aston Carter - Sun Life Global Solutions
09.2023 - 03.2024
- Reviewed client documents and tracked their status using Excel and DocuSign.
- Supported survey-style document handling, form checking, and follow-up.
- Worked with teams to improve how documents were handled and processed.
Education
MBA -
NMIMS CDOE
Mumbai01-2028
Bachelors - Business Administration
Guru Gobind Singh Indraprastha University
New Delhi07-2023
HSSC - 12th
Ramakrishna Senior Secondary School
New Delhi03-2020
SSC - 10th
Ramakrishna Senior Secondary School
New Delhi03-2018
Skills
- MS Excel, Word & PowerPoint
- Google Sheets
- DocuSign
- Data accuracy
- Time management & multitasking
- Cross-team coordination
- Quality check & review
- Attention to detail
- Process improvement mindset
- Problem Solving Ability
- Insurance Operations and Documentation
Websites
Accomplishments
- Owner’s Mindset Award – Recognized for handling high-volume work efficiently
- Innovation Award – Recognized for contributing to SOP improvement initiatives
- Rising Star Award – Recognized for consistent performance and contribution
Timeline
Process Associate
Sun Life Global Solutions
03.2025 - Current
Junior Process Associate
Sun Life Global Solutions
03.2024 - 03.2025
Operations Trainee
Aston Carter - Sun Life Global Solutions
09.2023 - 03.2024
Bachelors - Business Administration
Guru Gobind Singh Indraprastha University
HSSC - 12th
Ramakrishna Senior Secondary School
SSC - 10th
Ramakrishna Senior Secondary School
MBA -
NMIMS CDOE