I worked for Allstate Service Pvt. Ltd. as Insurance Policy Admin in Auto Manual team. This is pilot project undertaken by ASPL, where we handled Automobile Insurance Policy endorsements. Main focus was managing customer relations and company goodwill through back dated endorsement.Roles & Responsibilities as a Process Trainer:• Develop and deliver process overview classroom training.• Identify performance measures for course evaluations.• Develop and deliver leadership education (Process fundamentals) and Tool training (Process Management Training) for one-on-one and small group sessions.• Communicate information to both internal and external clients to increase self serviceability and unified understanding.• Identify and assess training needs to determine gaps for further improvement on training materials and curriculum to better increase product knowledge and capabilities.• Develop process knowledge test, evaluate KPIs and audit calibration.Roles & Responsibilities as a Team Analyst:• Investigation of misrepresenting information regarding claims, and reporting financial fraud through Special Investigation Unit Team.• Continuous improvement through Root Cause analysis of Problem.• Managing resources of core and cross trained team and work volume of the same.• Analysis of team performance in efficiency and quality.• Conducting Feedbacks and Coaching sessions.• Creating new and updating guidelines and procedures for process improvement.• Driving team to generate and innovate ideas for process improvement.

Roles & Responsibilities as Policy Admin: Working on the below areas in Insurance Domain. Back Dated Process Endorsement Agency Service Request RMBC\Underwriter Service Request Customer Portfolio Service Request Calculation of Premiums Investigation of Claims Audit through corrective action for broken system• Back Dated Process Audits • Data extracting and maintaining records.• Team planning as per Daily/monthly loading.• Reporting to the Business client (undertaking branch and underwriters).• Handling cross training with in team members.• Handling mails and queries.• Production reports and data updation.• Co-coordinating with other members of the team and communicating updates.• On floor support function.

Account Transfer SystemRoleI worked for the client “Linsco Private ledger “(LPL) as a Transaction Process Officer in Non Acat (Automated Customer Account Transfer). The main focus was to work in different Queues and manage all kinds of Incoming transfers through other investment banks into LPL account. ResponsibilitiesTransfer all kind of Accounts on behalf of the client as an agent.Transfer CD(Certificate Of Deposit)Transfer Annuities & Mutual fubdsManage client’s query while doing accounts transfer.