Summary

Overview

Work History

Education

Skills

Certification

Timeline

Vishal Somani

Senior Process Associate

Ahmedabad,GJ

Summary

Results-driven professional with 9+ years of experience across banking, insurance, and human resources. Proven ability to manage operations, train teams, and streamline processes in fast-paced environments. Adept at insurance claims, reconciliation, and customer service, with hands-on experience in both Indian and US markets. Known for achieving targets, resolving complex queries, and leading cross-functional collaboration.

Overview

years of professional experience

2017

years of post-secondary education

Certifications

Languages

Work History

Senior Process Associate / Subject Matter Expert

Tata Consultancy Services (TCS)

10.2022 - Current

Oversaw US healthcare and insurance claim settlements for Transamerica project, reducing settlement time by 40%.
Managed and trained a team of 7 claims processors, ensuring adherence to compliance and quality.
Led reconciliation of commissions for HUB International (US broker), eliminating discrepancies and improving efficiency.
Handled client escalations and ensured successful knowledge transition from the client.
Collaborated with brokers and stakeholders to streamline processes and improve delivery.
Met month-end reporting objectives and deadlines.
Trained junior associates in various process-related tasks, ensuring consistent quality across the team.
Maintained accurate documentation of processes, facilitating easy reference for internal audits and knowledge transfer.
Mentored junior team members, contributing to their professional growth and development.
Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.

Senior Financial Service Manager

ICICI Prudential Life Insurance

09.2021 - 10.2022

Sold life insurance policies integrated with loan products, achieving 100% of monthly sales targets.
Maintained long-term client relationships by offering tailored financial solutions.
Partnered with loan officers to promote insurance offerings effectively.

Customer Service Officer (Assistant Manager)

Axis Bank

09.2019 - 08.2021

Handled daily branch operations, including cheque clearing, account opening/closure, and customer servicing.
Consistently met cross-selling targets for financial products.
Coordinated with Branch Operations Head to ensure operational efficiency.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Managed payments, updated account balances and discussed subsequent payments with customers to keep accounts on track.
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.

Junior HR Officer

Suzlon Energy

11.2015 - 07.2018

Supported recruitment and onboarding activities for new hires.
Handled payroll, benefits, and employee relations.
Coordinated employee training and maintained HR documentation in compliance with regulations.
Coordinated employee placements and administrative details.
Maintained accurate personnel records, ensuring privacy standards were met in accordance with relevant regulations.
Enhanced employee satisfaction by implementing effective HR policies and procedures.
Supervised job interviews and conducted exit surveys to verify compliance with HR best practices.
Streamlined recruitment processes for improved efficiency in hiring top talent.

Education

M.Com - Commerce

Swami Sahjanand College

B.Com - Commerce

Bhavnagar University

Skills

Insurance Claims Management

Commission Reconciliation

Process Optimization

Client Relationship Management

Banking Operations

Sales & Cross-Selling

Team Leadership & Training

HR Operations & Compliance

Staff mentoring and coaching

Process flows

Quality assurance

SLA accomplishment