Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shobana Rajesh

Chennai

Summary

LICENCIATE - Insurance institute of India persuing Associate Sound knowledge on Software Development Life Cycle (SDLC), Having a very good knowledge in Life Insurance Domain Having a very good experience in Business Analysis, Test Management in Asia Pacific Insurance Market, Claims Management, Automation, Functional testing, Reporting& Continuous Integration.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Business Analyst

Royal Sundaram General Insurance Payroll company(canvendor software solutions Pvt Ltd)
01.2024 - Current
  • Business Analyst in a Scrum/Agile methodologies project for General Insurance-Enterprise and Analytics team
  • Expertise in map and analyze end to end process with Retail Insurance operations
  • Expertise in Lucid Chart process diagram
  • Identify bottinecks and inefficiencies through process mapping expertise
  • Implemented process improved automated solutions to enhance operational efficiency
  • Document Analysis: used to review existing systems, contracts, business procedures and policies, standards, and regulations
  • Requirement reviews: Involved in Requirement Gathering from Clients related to the new products/plans and prepare RAD
  • GAP analysis: identifies the difference between current state and future state capabilities of system and prepare RAD (Requirement Analysis Document)
  • Preparation of UAT Test Scenarios and Test ases and performing basic Health Test Collaborate and provide business analysis support to the product owner, business sponsors, SMEs and testers during development
  • Work closely with the development and product teams and clearly communicates with all stakeholders in the management and progress of projects
  • Handling CRs (Change request)- Understand the requirements Prepare RAD Review with internal functional team get approval Projects Handled - Commercial Projects
  • Automation and Enhancement of Commercial Policy Issuance Process
  • Automation of Commercial Endorsement Process
  • Automation and integration with Risk Inspection Tool with Policy Issuance process
  • KYC Process for Individual and Commercial
  • Key Result Area

Business Analyst

KG Information Systems (KGISL)
01.2022 - 01.2023
  • Project Worked in KG Information System Ltd July 2022 to July 2023
  • Client Name:1
  • Leading Health Insurance Company in Sri Lanka 2
  • SICOM - State Insurance Company of Mauritius Ltd
  • Role: Business Analyst Insurance SME
  • Project Description: Product Implementation of New Insurer Applications Development: KGISL ISF (Insurance Software Framework) & Customer Portal Testing Type: UAT, Automation and API
  • Test Management Tool: JIRA
  • Functional Consultant Life Insurance Projects New Business Process: Worked with New Business Technical Development Team/Testing Team and was Single point of contact for any support related to New Business RAD-Test Cases
  • Product Implementation for New Clients nsurer (Policy Issuance/UW/Reinsurance/Policy Servicing/Claims)
  • Document Analysis: used to review existing systems, contracts, business procedures and policies, standards, and regulations
  • Requirement reviews: Involved in Requirement Gathering from Clients related to the new products/plans and prepare RAD
  • GAP analysis: identifies the difference between current state and future state capabilities of system and prepare RAD (Requirement Analysis Document)
  • MIS/Reports/Letter Development: Handled New Business Report/Letters/MIS related Data Gathering/ Development- Coordinated with Technical team/UAT Testing
  • Review and Product Specifications and set up in the KGISL -ISF Application
  • Preparation of UAT Test Scenarios and Test cases and performing basic Health Test
  • Collaborate and provide business analysis support to the product owner, business sponsors, SMEs and testers during development
  • Work closely with the development and product teams and clearly communicates with all stakeholders in the management and progress of projects
  • Handling CRs (Change request)- Understand the requirements Prepare RAD Review with client and get approval
  • Key Result Area

Senior Manager Customer Engagement

Max Life Insurance
01.2005 - 01.2022
  • Senior Manager (Patch Leader Agency Partner Channel) Customer Engagement Team Max Life Insurance Co.Ltd Chennai: Jan 2005 to Jun 2022
  • Multiple Distribution teams under one roof Facility, Finance, Sales process, Customer Services and Training, NB TPP process-UW,NB QC, Service to Delight process, Mrec, Mpower and Mpro training process
  • Policy servicing issues and resolving them within the stipulated TAT
  • Collaboration with cross functional teams to improve adoption, promotion of existing platforms and communication of all stakeholders
  • Develop team goals, organizing workloads, setting short-term & medium-term priorities, hands-on training of staff and ensuring timely and accurate completion of work
  • Zonal SPOC/First level escalation Manager for Agency Contracting/Licensing MRec Project
  • Zonal SPOC for new business Protection and Non-Protection at General Office Level
  • Involved in Requirement Analysis: used to review existing systems, contracts, business procedures and policies, standards, and regulations
  • Requirement reviews: Involved in Requirement Gathering from Sales User/Agents related to the new systems/plans and prepare RAD
  • GAP analysis: Identifies the difference between current state and future state capabilities of system and prepare RAD (Requirement Analysis Document)
  • Development- Coordinated with Technical team/UAT Testing
  • Preparation of UAT Test Scenarios and Test cases and performing basic Health Test
  • Work closely with the development and product teams and clearly communicates with all stakeholders in the management and progress of projects
  • Training to the Business Team and Agents and Review
  • Project from April 2015 to June 2022
  • MRec Recruitment Portal for Agency Development Managers
  • MPro Policy Issuance Application for Agency Development Managers/Agents for New Business
  • M Power Agent Portal for Policy Issuance/Business Credits/Comissions//Policy Servicing
  • Underwritten Medical/Non-Medical cases up to 1Cr Sum Assured
  • Involved in the New Business Data Entry process/Match Fail Process and Moved to Issuance stage
  • During Covid period
  • Since most of the Head Office Data Entry team members where unable to manage work from Home
  • Key Result Area
  • In House projects Handled
  • Addition Roles and Responsibilities
  • Policy Issuance Zonal Spoc

Education

MBA/PGDM - Information Technology

St Mary's School of Management Studies
Chennai

Β.Β.Α/ B.M.S - Management

Madras University

Skills

  • Business Analysis
  • Waterfall methodology
  • Agile Methodology
  • JIRA Tool
  • Sql basic
  • Business Requirement Analysis
  • Brd
  • UAT
  • Process Improvement
  • Test Management

Certification

Licentiate In Life Insurance

Timeline

Business Analyst

Royal Sundaram General Insurance Payroll company(canvendor software solutions Pvt Ltd)
01.2024 - Current

Business Analyst

KG Information Systems (KGISL)
01.2022 - 01.2023

Senior Manager Customer Engagement

Max Life Insurance
01.2005 - 01.2022

Licentiate In Life Insurance

MBA/PGDM - Information Technology

St Mary's School of Management Studies

Β.Β.Α/ B.M.S - Management

Madras University
Shobana Rajesh