Sonali Chavan
Katraj, Pune
Summary
Results-oriented professional with extensive experience in end-to-end policy management and operations within life insurance sectors. Proven expertise in team management, SLA oversight, and process optimization, leading to enhanced operational efficiency. Skilled in conducting strategic analysis and facilitating effective communication through regular reporting and huddles. Demonstrated ability to drive results through collaborative brainstorming and information gathering efforts.
Overview
12
12
years of professional experience
Work History
Operations Specialist
Allstate Solution Pvt Ltd
Pune
01.2016 - 04.2025
- Working on after-issue changes to the life insurance policy.
- Adding riders and deleting riders in the policy.
- Increasing and decreasing the face amount in the policy.
- Making a DBO option change in the policy.
- Changing the rate change of the insured.
- Maintain and send work allocation, end-of-the-day, and start-of-the-day reports.
- Maintain and send quality reports for the team.
- Audit/cross-audit cases as per requirement to achieve quality SLA.
- Tools like Mainframe, Cyber Life GUI, SAP, and Automatic Work Distribution Tool.
- Provide floor support to address and resolve process-related queries.
- Working on bank changes. Setting premium modes and draft day, applying payments.
- Passionate about learning, and committed to continual improvement.
- Ensured compliance with regulatory requirements and industry standards.
- Analyzed operational data to identify trends and areas for improvement.
Senior Associate
WNS Global Services
Pune
12.2014 - 08.2015
- Issuing new policies
- Activating policies
- Declining/Postponing policies
- Issuing chasers to clients
- Requesting medical info from client
- Maintained positive working relationship with fellow staff and management.
Associate
Wipro Pvt Ltd
Pune
10.2013 - 10.2014
- Providing telephone lines and ceasing telephone lines.
- Deactivating the customer profile due to non-payment.
- Giving line plant availability date.
- Sending KCI's to customers.
- Giving Appointments to customers.
- Built relationships with customers by providing friendly customer service.
Education
Bachelor of Computer Science -
Kolhapur University
KaradSkills
- Multitasking
- Time management
- Critical Thinking
- Analytical Skills
- Problem Solving
- Team Collaboration
- Team Management
- Life Insurance
- Policy administration
Accomplishments
- Received many R N R's along with the Best trainee award in Allstate.
- Submitted process improvement ideas and approved most of them.
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of birth: May 6, 1990
- Gender: Female
- Nationality: Indian
- Marital status: married
Timeline
Operations Specialist
Allstate Solution Pvt Ltd
01.2016 - 04.2025
Senior Associate
WNS Global Services
12.2014 - 08.2015
Associate
Wipro Pvt Ltd
10.2013 - 10.2014
Bachelor of Computer Science -
Kolhapur University
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