- Policy Guidance: Provided expert policy guidance and management, promoting asset protection and comprehensive risk management.
- Customer Engagement: Engaged customers with a high level of service by meticulously explaining policy documents and coverage options.
- Needs Analysis: Analyzed customer needs to deliver tailored insurance solutions, effectively upselling products and services that met their specific requirements.
- Individualized Support: Supported clients with personalized assistance, leveraging in-depth knowledge of company products to address diverse needs.
- Underwriting Approvals: Secured underwriting approvals by meticulously completing insurance applications, ensuring accuracy and compliance.
- Client Consultations: Coordinated appointments and consultations to better understand clients' financial situations and tailor insurance offerings accordingly.
- Billing Resolution: Reduced financial discrepancies by accurately resolving billing issues during application processing and cancellations.
- Team Collaboration: Exceeded team performance goals by collaborating with colleagues to share and implement best practices.
- Strategic Planning: Reviewed coverage plans and strategic initiatives, aligning new offerings with organizational objectives for growth.
- Relationship Building: Cultivated lasting professional relationships, generating continuous client referrals and enhancing community engagement.
- Project Name: Farmers Agency Services (US Property & Casualty insurance)
- Key Achievements: Best Team player and Performer
- March 2011 to April 2015 concentrix
- Health care process name Highmark
- Working at concentrix as sr ptractioner
- Using the tools as insinque. Sap
- Recieved the application for enrollment for new policy.
- We used to verify the documents required for the enrollment.according to their state we use the rule and enroll the client. If provided documents is not satisfied then we reject the documents in insinque by putting the comment and also sent the mail to agent to their respective agent.
WNS -
Oct 2015 to September 2020
Sr associate - Process name centrica utilities
Working in Sap application for manage debt
We calculate the debt on the electricity meter of clients. According to state and aged and tenurity with centrica we manage the debt and send on meter of clients which get easier to client pay simentenioisly by week with ther meter bill. It divided into two sections prepaid and postpaid.
Sr associate at Insurance of America
Worked in claim intake team.
Delivered consistent performance in policy servicing endorsment.
Ensure 100% accuracy and compliance.
