Sheetal Kumar Email & Phone Number

Grasmere, Nsw, Au

Australia

Management of retail TPD & income protection claims Review of policy documents and Life Insurance guidelines to determine terms and conditions and eligibility Review and reconciliation of financial information Processing TPD, total and partial disability income benefits

Sydney, New South Wales, Australia

Management of retail income protection claims Review of policy documents and Life Insurance guidelines to determine terms and conditions and eligibility Review and reconciliation of financial information Processing total and partial disability income benefits

- Helping Customers by identifying needs through appropriate questioning technique which comply within general advice boundaries.- Offering solution with the aim of providing information and retaining value on both superannuation and insurance policies- Work in accordance with AMP’s policies, processes and procedures- Perform other duties and special projects as required- Training/coaching new startera- Tele-Personal Underwriting

- Performed quality checks across multiple teams. Specialising in assessing Revised terms against Underwriting decisions and New Business checks- Result analysis and insights to drive continuous improvement- Complaints Analysis and insights- Reporting on findings at meetings with higher management and providing process improvement solutions

- General administration of employer sponsored superannuation funds- Data entry- Processing of contributions into fund as well as withdrawals to customers, including early release of funds- Assisting Corporate Contact Centre as required- Liaising with planners and employers

- Effective complaints resolution - Liaising with brokers - General administrative tasks

- General administration of superannuation policies- Liaising with planners in relation to customer accounts and/or conflicts- Handling of complaints- Assistant SME/Quality checker - Providing one on one mentoring/training/peer support - Drafting and sending letters to customers- Checking peers’ letters to ensure contents are correct- Effective queue management and ensuring daily targets are met

- Inbound calls- Providing information on customers’ accounts/policies

- Undertaking PA duties for Regional Manager- Liaising with stakeholders to organise educational trips/days- Marketing- Promoting Fiji Islands to Tourists and Travel Agents- Travelling around resorts in Fiji providing training to Travel Agents in becoming specialists in Fiji Islands- Providing information to tourists about Fiji, as requested.