Soumen Jana
Howrah
Summary
Adaptable professional with expertise in insurance policy management and process improvement. Skilled in creating SOPs and facilitating training sessions, ensuring high-quality and efficient operations. Proven ability to navigate complex datasets and enhance workflow efficiency.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Process Associate
Marble Box Solution LLP
Kolkata
04.2023 - Current
- Facilitated comprehensive training sessions to integrate new team members into process workflows.
- Created detailed Standard Operating Procedures (SOPs) for various tasks aligned with U.S. agency standards.
- Work with the Audit team to provide better insights into the transactions
- Built Excel spreadsheets with formulas and pivot tables to collate and navigate large datasets.
- Create checklists on commercial line insurance policies.
- Create Billing invoice for every working week for the US agency.
- Reconcile Direct Bill commission statements through the agency management system
- Create Accord form on behalf of the US agencies
Process Associate
Marble Box Solution LLP
Kolkata
08.2019 - 03.2023
- Developed appropriate quotes based on risk information.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Prepared and delivered detailed policy proposals and quotes to potential clients.
- Determined coverage by examining claim forms and supporting documents.
- Provided exceptional customer service by addressing inquiries promptly and professionally.
- Prepared reports outlining the progress, performance, and results of claim processing activities.
Education
B.Tech - Mechanical Engineering
Techno India University
06.2018
Higher Secondary -
Bagnan High School
03.2013
Skills
- Ms Excel
- Word
- Ms office
- E-mail Handling
- AMS
- Insurance Policy Management
- QQ catalyst
- AMS 360
- Applied Rater
- Hawksoft
- InsuredMine
- Data analysis
Certification
Coursera, Python for Data analysis: Panda and Numpy, Giving helpful feedback, Email writing
Hobbies and Interests
- Playing Cricket
- Travelling
Languages
- English
- Hindi
- Bengali
Personal Information
Date of Birth: 06/17/95
Timeline
Senior Process Associate
Marble Box Solution LLP
04.2023 - Current
Process Associate
Marble Box Solution LLP
08.2019 - 03.2023
B.Tech - Mechanical Engineering
Techno India University
Higher Secondary -
Bagnan High School
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