Priyanka Patel Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

• Work with MLC Life Business Analysts to understand business needs and elicit technical requirements.
• Translate business requirements into technical functional requirements.
• Work within an AGILE Scrum team aligned to a technology delivery team, working closely with the technical tester and developer.
• Work with their Scrum team to deliver change and enhancements to the delivery team.
• Assist strategic projects when there are elements of technology enabled change.
• Collaborate on solution design with the solution architect (when required), software developer and tester.

• Dispute resolution for all escalations, urgent inquiries and commission related inquiries from Advisers,Customers and internal departments.
• Meetings with various departments to address identified internal compliance and governance issues.
• Composition of correspondence providing updates on New Business policies regarding pendingrequirements for any decisions to be reached internally.
• Worked to maintain strong communication abilities to develop key relationships with Advisers.
• Client relationship management including service performance reviews and risk management.
• Identified and tested new insurance information system at development stage. Inputting information on specific insurance systems and products by conducting meetings with developers and product teams.

Melbourne, Australia

• Handle urgent adviser inquiries, escalations and ensure appropriate resolution in timely manner.
• Assist and support Sales managers in financial operations and completion of Insurance applications. Develop and maintain professional relationships with advisers and assist in increasing sales
• Train new hires on administration activities and policies. Lead, direct and mentor administrative staff to achieve maximum output.
• Interact with different departments to coordinate and execute complex projects. Worked on projects involving process improvements and implementations.
• Provided assistance to senior management for different reporting functions such as report generation, data analysis. Prepare finance reports according to company policies on periodic basis.

Melbourne, Australia

• Processing medical bulk billed claims by entering them accurately into the system in a numeric form & performing over all administrative duties to ensure the smooth processing of the claims.
• Attaching the batch reports after checking the correctness of the claims for further auditing.
• Editing scanned claims into the system for the faster payments. Also making sure to reach the statistics of 95% on a daily basis.

Melbourne, Australia

• Working for the Client Profile Automation Project, performing the duties like obtaining the list of clients from the banker, mining the data from the system, transferring the client’s reports into the database.
• Entering the data accurately in the Alpha-numeric form from the hard copies, scanned PDF’s to the Microsoft access.
• Confirming the completeness of the document with the Banker for further automation & updation.

Sydney, New South Wales, Australia

• As a customer service frontend supervisor managing their issues regarding register handling, doing price checks, handling their customers with queries or refunds & also looking after the scanning speeds, supervising.
• Helping customers with the refunds, rainchecks & any damaged goods issue.
• Also managing & counting service float, giving training to new cashier trainee.
• As a cash office sending documents to head office every week, doing paperwork on day-to-day basis.
• Making cash control sheet, Chubb slips at the end of the day.
• Accountable & Answerable to the store managers, assistant store managers on daily matters of the stores.

India

• Educating newly recruited advisors about Insurance and preparing them for insurance licensing exam conducted by IRDA (Insurance Regulatory and Development Authority). Trained more than 90 advisors in the branch.
• Overall responsibility of recruiting an insurance advisor, train them on various products of the company and also looking after their sales and communication skills to help them increasing company business.
• Accompanying new insurance advisors at their sales lead and help them achieving their sales targets. Also arranged training programs at regular intervals building up their confidence & motivation to reach at new level.
• Driving competitions among the advisors designed by the company to increase the business and to earn reasonable income at an individual level.
• Tracking the progress on a fortnightly basis and reporting to the managers and also informing about the same to their BA’s (Business Associates).

India

• Execution of sales strategy-increase market reach and penetration through market segmentation. Seek new customers and increase sales through leading Bancassurance Partners.
• Meeting existing customers on a regular basis for achieving service standards.
• Processing the insurance policies sold by the bank officials and also train them with the upcoming New Products of the Company.
• Arranging Medical appointments on behalf of the customer with the medical agencies.
• Prepare and present customised sales illustrations to the prospective client and explain policy details as per the client’s requirement to convince them of the worth and the value of the policy.

Masters Of Business In Finance, Finance

Post Graduate Diploma, Finance Management

Graduate Diploma, Accounting

Bachelor Of Commerce