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
9
9
years of professional experience
2017
2017
years of post-secondary education
3
3
Certifications
3
3
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
Certification
Tally Certificate
Timeline
Senior Process Associate / Subject Matter Expert
Tata Consultancy Services (TCS)
10.2022 - Current
Senior Financial Service Manager
ICICI Prudential Life Insurance
09.2021 - 10.2022
Customer Service Officer (Assistant Manager)
Axis Bank
09.2019 - 08.2021
Junior HR Officer
Suzlon Energy
11.2015 - 07.2018
B.Com - Commerce
Bhavnagar University
M.Com - Commerce
Swami Sahjanand College
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