Shruthi M

Description:

I have over 4.6 years of experience in participant transaction processing for money-out and core benefits operations. I manage participant accounts, including payouts and transfers, for retirement plans such as 401(k), PNP, Government Institutional plans, and American Funds. I handle participant data across plans including IN03 (Mass Mutual), IS02, and IN04, and work extensively with systems such as Prism, CSAS, Easy Forms, and Prism Auto Launch Forms to ensure accuracy, compliance, and timely processing.

Roles & Responsibilities:

• Strong knowledge of US Retirement 401K, 403B and 457 Plans and ERISA account types.
• Cross-trained on multiple transaction types; handled high-volume processing with high accuracy.
• Conducted internal invoice audits to ensure compliance and quality standards.
• Reviewed and validated team transactions to maintain error-free processing.
• Led team meetings and shared process, productivity, and quality updates.
• Provided extended support during peak volumes and holiday weekends.
• Monitored daily productivity and quality metrics to meet SLA targets.
• Ensured quality control measures were consistently followed.
• Trained and supported new joiners, assisting with real-time scenarios.
• Mentored junior associates to improve team performance and efficiency.
• Prepared and shared daily inventory and production reports.

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 overall 5.4 years experience in Gallagher Service Center, I’m playing the role of Senior Process Analyst in U.S Insurance based Company and gained valuable experience from one of the fortune 500 Companies. Also, being trained in Citrix and other similar applications considered as the Responsible, Reliable and a Productive Employee.

Roles & Responsibilities:

• Conducting meetings in the absence of TL regarding sharing the updates, maintenance of the team Quality & Productivity.

• Taking initiative on sharing the updates among the team.
• Assisting the other team members in completing their tasks at the time of High Volumes. • Giving Extending support during the time of High Volumes and during weekends.
• In the span of One and a Half Year, got Cross-Trained on different LOBs.
• Meeting the SLA each month without any drawbacks.
• Validating the transactions processed by the fellow Team Mate for maintaining the Quality.
• Training New Associates on the Domain Knowledge.
• Quality check and ensuring control measures are in a place for each and every activity being undertaken.
• Also given the extending support through working from home even after office working hours.
• Worked on the Rush Requests and completed the task even before the time taken.
• Helping seniors in creating the various reports.
• Interacting with clients via Email when clarifications required while working on the Rush Requests.
• Punching more number of units, reaching beyond the target at the time of High Volumes.
• Helping Juniors in validating their cases and assisting them in bringing out their Kaizen ideas.

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.