Upasana Chachra

Identified and resolved escalations and complex issues and focused on associated patterns, trends and root cause analysis.

Conducting system edit clean up including research and determining reasons for errors and resolving errors.

Communicating with clients regarding ongoing pension administration issues.

Working knowledge of health and welfare, retirement, and wellbeing programs and the laws and regulations effecting benefits plans.

Monitors client operations dashboard measures to proactively manage client-level impacts, Identifies, plans and manages process improvement projects to create year-over-year efficiencies in operational workloads.

Analyze the results and manage portions of projects, including reviewing the work of Benefits Associate.

Independent worker - Team Player - Decision Maker - Analytical/Problem Solver.

Taking complete responsibility to communicate with other teams to close all task with in TAT.

Perform consistently and accurately also looking forward to improve processes.

Researching and updating SOPS.

Always ready to work on new projects on client and also delivered effectively.

Performed Manual Defined Benefits Calculations by hand and using Excel Primary contact for Highly Compensated Employees.

Performed Fund Transfers, Rollovers, and Pension Estimates for processing in HR database system.

Performed Qualified Domestic Relations Order (QDRO) Calculations.

Completed all aspects of the retirement process on TBA.

Reviewed Roll-over, Roth, IRAs, and 401k plans to ensure they are qualified under IRS and plan guidelines and regulations.

Worked with a call-out team to provide Age 65 ForceOut Callout results for processing hardship claims based on plan rules and regulations.

Maintain employee benefit and wellness information in the HRIS system to ensure accurate data records are collected and maintained.

Perform annually, quarterly, weekly and daily data reports to review for errors to ensure accurate data is collected for the self-administered billing process and to ensure processing including benefit enrollments, changes and terminations.

At Sbi Life Insurance processed insurance policies and scrutiny of cases received by the sales department for further issuance.

Preparing changes to life insurance policies including :change in beneficiary, mode change, explaining product features while resolving customer queries and complaints at branch level and state level and build relationship with customers.

Processing insurance documents requires critical thinking and problem solving skills.

Processing claim payouts

Calculating and quoting premium rates for all policy products.

Knowledge about internal auditing and risk auditing at head office and branch level with excellent rating.

Develop working papers evidencing performance of all audit work.

Ensured compliance of regulations controls and procedures in self audits, managed followup on audit results and implemented necessary resolutions .

Responsible for all auditor reports and evaluation of finding.

Coordinating and monitoring with region branches for daily reports and departmental workflow as a team and expand knowledge, contribute to positive employee relations through effective communication.

Worked in TITAN CO. owned TANISHQ as an intern on a live project of billing and retail operations.