Summary
Overview
Work History
Education
Skills
Client Experience
Strengths
Timeline
Generic

Tejaspi Kumar Sahu

Bargarh

Summary

Dedicated insurance back-office professional with 7+ years of experience in Certificate Issuance, Policy Checking, Endorsements, and Cancellations. Skilled in Quality Assurance, Process Improvement, and Team Leadership, with proven expertise in U.S. insurance workflows and multiple agency management systems. Seeking to contribute my skills to a growth-oriented U.S. agency.

Overview

8
8
years of professional experience

Work History

Quality Assurance Lead

Patra India BPO Services
01.2023 - Current
  • Promoted to QA role, supervising a team of 5 in COI issuance and policy processing.
  • Conducted daily quality audits across multiple client accounts.
  • Implemented process improvements reducing error rate by 30%.
  • Specialized in Certificate Verification, Policy Endorsements, and Cancellations.

Senior Process Executive

Patra India BPO Services
01.2022 - 01.2023
  • Worked directly with multiple U.S. clients for end-to-end servicing of certificates and policies.
  • Recognized for maintaining 100% SLA compliance and error-free delivery.

Process Executive II

Patra India BPO Services
01.2020 - 01.2022
  • Expanded responsibilities to Policy Checking, Endorsements, and Cancellations.
  • Built strong understanding of ACORD forms and U.S. carrier documentation.
  • Trained and mentored junior executives on certificate issuance process.

Process Executive I

Patra India BPO Services
01.2018 - 01.2020
  • Independently handled Certificate of Insurance (COI) issuance for U.S. agency clients.
  • Maintained accuracy in policy data entry and client documentation.

Trainee – Process Executive

Patra India BPO Services
10.2017 - 01.2018
  • Gained foundational knowledge in U.S. commercial insurance workflows.
  • Assisted in Certificate Issuance and basic policy data entry.

Education

Diploma - Mechanical Engineering

Badriprasad Institute of Technology
01.2013

12th - Science

Mandosil Junior College
01.2010

10th - undefined

Jagannath High School
01.2008

Skills

  • Agency Management Systems (AMS/CRMs): Applied Epic, AMS360, Hawksoft, Sagitta, CSR-24
  • Insurance Operations: Certificates of Insurance (COI), Policy Checking, Endorsements, Cancellations, QA Auditing
  • Tools & Platforms: VDI/RDP systems, Excel reporting, client-specific dashboards

Client Experience

  • Supported major U.S. insurance brokers and agencies, including:
  • Marsh McLennan
  • Brown & Brown
  • USI Insurance Services
  • Wortham Insurance
  • Palmer & Cay
  • Kaercher Insurance
  • Mag Insurance
  • Shoff Darby Insurance
  • Selzer Company
  • UBI Insurance
  • Bower Master Insurance

Strengths

  • Deep expertise in U.S. insurance back-office processes
  • Strong problem-solving and decision-making abilities
  • Experience in new client onboarding & implementation
  • Proven team leadership and training skills

Timeline

Quality Assurance Lead

Patra India BPO Services
01.2023 - Current

Senior Process Executive

Patra India BPO Services
01.2022 - 01.2023

Process Executive II

Patra India BPO Services
01.2020 - 01.2022

Process Executive I

Patra India BPO Services
01.2018 - 01.2020

Trainee – Process Executive

Patra India BPO Services
10.2017 - 01.2018

12th - Science

Mandosil Junior College

10th - undefined

Jagannath High School

Diploma - Mechanical Engineering

Badriprasad Institute of Technology

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Tejaspi Kumar Sahu