Shruthi M

Description:

• I have demonstrated a deep understanding of retirement industry
• professionals and their responsibilities. I have successfully identified and worked with various RKS teams, understanding their distinct roles within the ecosystem.
• Moreover, my expertise extends to effectively mapping out the life cycle of a retirement plan, from inception to maturity.
• By providing actionable recommendations based on thorough research and analysis, I have consistently contributed to enhancing operational efficiency and driving business growth.

Roles & Responsibilities:

• I am to be part of the Money out Core Benefits team! It's more than just handling accounts payouts and transfers; it's about fostering growth and empowerment through financial transactions.
• From managing databases like 401K, PNP, INST, to processing withdrawal requests with precision, our team plays a critical role in ensuring seamless financial operations for our participants. With expertise in Prism forms, easy forms, CSAS, and Prism auto launch forms, we strive for excellence in every transaction.
• One of the most rewarding aspects has been my journey towards continuous learning - from cross-training on varied transactions to offering training and mentorship to new joiners. It's all about supporting each other as we grow together.
• Not only do we excel in operational tasks, but we also prioritize client interaction by providing timely responses to process-related queries. Our dedication is reflected in diligently tracking daily inventory and production reports, ensuring efficiency every step of the way.
• I'm incredibly proud of the expertise we've collectively built in coding multiple transaction types, ensuring precision in internal auditing of invoices, and maintaining high standards of quality and productivity within our team.
• Taking initiative to share updates among ourselves is what makes us strong – I appreciate each one of you for proactively conducting meetings in the absence of our TL to ensure that everyone stays on the same page.
• During peak periods, it's commendable how we support each other diligently to meet deadlines and maintain quality output. Working together to achieve SLAs month after month without hiccups truly showcases our dedication and teamwork.
• With a proven track record in validating transactions, maintaining quality benchmarks, conducting rigorous quality checks, and implementing robust control measures across various operational activities, I am confident in my ability to excel in this role.
• Ensuring operational efficiency and compliance has always been my top priority. By leveraging my attention to detail, critical thinking skills, and passion for process optimization, I have consistently delivered results that have positively impacted the bottom line.
• I am passionate about optimizing processes and driving continuous improvement initiatives. I thrive in fast-paced environments where precision and accuracy are paramount

Achievements:

• Awarded for maintaining 100% consistency in Production & Quality for each month.
• With a track record of receiving prestigious awards such as the "We Simplify," "We Own It," "We Lead," and "We Do the Right Thing" multiple times, I bring a wealth of experience in driving operational excellence and fostering a culture of continuous improvement.
• My dedication to achieving operational excellence has been recognized by the Director of Operations.

Description:

• I have successfully created numerous insurance proposals that have led to increased client satisfaction and retention rates. My attention to detail and strong analytical skills have enabled me to identify key areas for improvement within existing processes, leading to more efficient and effective proposal submissions.
• Moreover, my training in Citrix and other similar applications has equipped me with the technical expertise required to navigate complex systems with ease.
• I pride myself on being responsible and reliable, traits that have been instrumental in ensuring timely and accurate submission of proposals.

Roles & Responsibilities:

• Delighted to have successfully tackled the Rush Requests, delivering results even before the deadline!
• Empowering new associates with domain knowledge through engaging training sessions.
• Proactively engaging with clients via email for quick clarifications during critical projects.
• Collaborating with seniors to craft insightful reports that drive strategic decision-making.
• Surpassing targets by punching in more units during high-volume periods - talk about exceeding expectations!
• Mentoring juniors in case validation and fostering their innovative Kaizen ideas for continuous improvement.

Achievements:

• Received the "Star of the Month" award not just once, but an outstanding 8 times is a testament to your dedication and hard work. Recognized as the "Shining Star" in the R&R.
• Being nominated for the "WOW Awardee" by your team members speaks volumes about positive impact on others. Excellence as one of the Best Productivity & Quality Reviewers showcases commitment to excellence.
• Maintaining over 100% consistency in 'Production & Quality' for 6 consecutive months is an exceptional feat. And Innovative Kaizen initiatives that have revolutionized processes for the better.