Summary
Overview
Work History
Education
Skills
Affiliations
LANGUAGES KNOWN
Hobbies and Interests
Timeline
Generic

SURBHI

Gurugram

Summary

Detail-oriented and highly motivated professional with over 6 years of experience supporting managers in financial operations. Proven success in delivering exceptional service to business insurance for USA based clients. Strong communication, organizational, and interpersonal skills with a demonstrated ability to thrive both independently and in team environments.

Overview

6
6
years of professional experience

Work History

Insurance Analyst Operations

Accenture
02.2024 - Current
Project: Operations (Core Bridge financial). · Ensured accuracy and compliance by processing annuity and pension plan transactions for financial clients. · Secured access to sensitive client data via Citrix platform, enhancing confidentiality in operations. · Handled client service requests related to policy modifications, surrenders, and withdrawals per established guidelines. · Navigated key systems like Navisys and Sunview for effective transaction processing and policyholder support. · Conducted Social Security Number validations to verify identities prior to document processing. · Classified incoming documentation as IGO or NIGO, streamlining workflows and minimizing delays. · Applied accurate federal and state tax guidelines according to clients’ U.S. addresses for compliance purposes. · Collaborated with team members on claims processing improvements during regular meetings.

Up Grad Education Private Limited
03.2023 - 01.2024
  • Handling 500+ learners who are pursuing MBA from Deakin University (Geelong Australia)
  • Taking entire requisite from the learners and providing training on Learning platform
  • Work on Calista to know the learner status whether they are deferred, withdrawn, or reset.
  • SPOC for Learners for undergoing program and providing best solution on applications portal
  • Mass mailing to learners to circulate communication through Clever Top.

PolicyBazar Insurance Broker Private Limited
09.2021 - 02.2023
  • Ensure assigned quotes and links are shared with turnaround time.
  • Worked with cross functional teams
  • Endorsement, Mapping, Product, Operations
  • Coordination with channel partners and soles team
  • Handled end to end disbursement of policies under the motor insurances.

ICICI Prudential Life Insurance Company
06.2019 - 12.2020
  • Worked under the segment at policy Proficient in investment, Business Operations, and knowledge of market link plans.
  • Introducing new policies as per customer needs and pitching accordingly Focused and goal driven with a strong work ethic.
  • Policy serving like policy retention, cheque receipt, Policy surrender, and issuance of policies.

Education

Master of Business Administration -

G.L Bajaj
01.2019

BBA - Financial Management

Birla Institute of Technology
Mesra
01.2017

Skills

  • Strong organizational and time-management skills and business analysis
  • Interpersonal skills facilitating operational and exceptional communications
  • Ability to work independently and as part of a team work in critical thinking
  • Problem solving, leaderships and effective research and decision making
  • Claims management
  • Policy analysis

Affiliations

Data Science and Project Management from ISB Hyderabad- INDIA


  • Established expertise in data science and analytics methodologies.
  • Skilled in tools frequently used in data science workflows.
  • Advanced capabilities in statistical analysis, and AI-driven solutions.
  • Excellent communication skills with experience presenting findings, influencing stakeholders, and leading teams.
  • Familiar with industry best practices and current trends in data science, including cloud computing.
  • Hands-on experience tackling real-time, industry-relevant projects, demonstrating applied impact and learning agility.

LANGUAGES KNOWN

ENGLISH
HINDI

Hobbies and Interests

Travelling to new places, Listening music

Timeline

Insurance Analyst Operations

Accenture
02.2024 - Current

Up Grad Education Private Limited
03.2023 - 01.2024

PolicyBazar Insurance Broker Private Limited
09.2021 - 02.2023

ICICI Prudential Life Insurance Company
06.2019 - 12.2020

Master of Business Administration -

G.L Bajaj

BBA - Financial Management

Birla Institute of Technology

Similar Profiles

CREATE PROFILE
SURBHI