Sumit Kumar Dhingra Email & Phone Number

Melbourne, Victoria, Australia

Australia

Power BI daily, weekly and monthly reporting,Quality Assurance, Data Analysis & interpreting data to internal & external stakeholder, Quality Framework Controls & Measures, QA system user maintenance, Quality Scorecard Maintenance, Internal auditing, Quality Assurance inbox management

Melbourne, Victoria, Australia

Redundant

Melbourne, Australia

Melbourne, Australia

• Advising clients, brokers and account management staff on all claims matters • Liaise with Clients & insurance on daily enquiries • Lodging claim with insurers and managing claims from lodgment to finalization.• Registering claim notification and claims data on claims system• Monitoring claim progress for clients and communicating with clients and insurers• Managing motor, property, business pack, travel, worker compensation claims • Negotiations with clients &… Show more • Advising clients, brokers and account management staff on all claims matters • Liaise with Clients & insurance on daily enquiries • Lodging claim with insurers and managing claims from lodgment to finalization.• Registering claim notification and claims data on claims system• Monitoring claim progress for clients and communicating with clients and insurers• Managing motor, property, business pack, travel, worker compensation claims • Negotiations with clients & insurers• on information on straightforward claims • Produce and follow up on claims correspondence • Liaise with Claims Team Leader in providing clients, brokers with structured solutions to their claims management issues • Provide Claims statistics as required • Assisting other staff on claims • Mentoring & Assisting Claims Assistant on all claims matters • General administration as required Show less

Melbourne, Australia

• Allocation of work between Melbourne and Sydney team.• Scrutinize and verify all benefit and expense requisitions (meeting quality & compliance standards, benefit calculations) and process the claim benefit.• Completing ID KYC Checks, account detail checks, quality & compliance check to prevent frauds.• Supported the identification, assessment and reporting of risk related to identity and payment frauds.• Liaising with clients to obtain/update their bank account detail and TFN… Show more • Allocation of work between Melbourne and Sydney team.• Scrutinize and verify all benefit and expense requisitions (meeting quality & compliance standards, benefit calculations) and process the claim benefit.• Completing ID KYC Checks, account detail checks, quality & compliance check to prevent frauds.• Supported the identification, assessment and reporting of risk related to identity and payment frauds.• Liaising with clients to obtain/update their bank account detail and TFN details to mitigate the counterparty risk for new and existing clients• Strategic planning to improvise the efficiency of payment team.• Maintaining relationship with key stake holders internally & externally.• Reconciliation of claims payments, invoice payments & also managing refund adjustment payments.• Review invoice & authorise payments to external service providers as required.• Manage STOP payments and cancellation of cheques and related tasks where necessary.Key Achievements & Projects• Completed medical invoices providers list in month of June 2014 as a team project.• Completed Medical Terminology course in April 2015.• Participated in training module “A day in a life of Case Manager” & learned the processes involved from claim set up to finalisation of claim.• Successfully rolled over the CARE Direct Lump Sum Claims payment process project.• Worked with CTP team on CARE 2.2 release on testing Direct Lump Sum & IP payments.• Improved Payment duration management by 6%.• Trained Case Manager’s on raising adjustment refunds payments• Completed payment time duration project to help senior leaders for budgeting of payments team in the year 2015• Incorporated in writing procedural guide for direct payment procedures, refund cheque adjustments.• Training of outsource team.• Successfully completed the investigation of litigated claims in January 2016 to help Claims Business solution team. Show less

Melbourne, Australia

Key Responsibilities•Attending both Funeral and underwriting products enquiries of customers.•Customer service includes product enquiry, changing payment cycles, upgrade & downgrade of cover amount, promotional activities, initial claim enquiries, responding underwriting enquiries.•Regular communication with underwriters in relation to upgrade and downgrade of Life & Income protection policies.•Generating leads for sales team and cross-selling.•Taking claims call and… Show more Key Responsibilities•Attending both Funeral and underwriting products enquiries of customers.•Customer service includes product enquiry, changing payment cycles, upgrade & downgrade of cover amount, promotional activities, initial claim enquiries, responding underwriting enquiries.•Regular communication with underwriters in relation to upgrade and downgrade of Life & Income protection policies.•Generating leads for sales team and cross-selling.•Taking claims call and resolving client’s enquiries.•Effective client relationship management within & outside organisation.•Helping claim staff with their follow ups.•Regular communication with client’s on behalf of case managers regarding their claims.•Coaching & mentoring of new rookies in all the teams of customer care.•Outbound calling to follow up outstanding client requests.•Portfolio management case by case.•Dealing with multiple stakeholders internally & externally.•Changing payment dates & other admin work for clients.•Abiding to compliance, adherence, KPI’s and maintaining high standards. Key Achievements•Achieved all the KPI’s key areas in the month of March & April.•Received incentive bonuses for outstanding performance.•Worked in claims team as a support & taken claim calls.•Received award of Mr Consistent in month of May.•Coaching & mentoring of new rookies. Show less

Melbourne, Australia

Key Responsibilities•Processing leads and appointment setting.•Replying email and telephonic enquiries of clients.•Client relationship management “following up clients on generating sales leads and following up with financial institutions for client loan applications.•Outbound, inbound selling and customer service.•Managed client’s portfolio up to $1 Million.•Customer account maintenance (filling loan application of clients, data entry).•Communicate with clients… Show more Key Responsibilities•Processing leads and appointment setting.•Replying email and telephonic enquiries of clients.•Client relationship management “following up clients on generating sales leads and following up with financial institutions for client loan applications.•Outbound, inbound selling and customer service.•Managed client’s portfolio up to $1 Million.•Customer account maintenance (filling loan application of clients, data entry).•Communicate with clients regarding their financial requirements and compile with existing financial products to achieve the best outcome.•Document preparation and verification.•Generating weekly business and budgeting reports.•Following up clients and financial institutions.•Designing marketing campaigns, planning & budgeting to run future quarterly marketing campaignsKey Achievements•Provided research work on Buyers Advocate Business in Australia.•Sound knowledge of compliance and procedure in a financial institution.•Received commendation for outperformance in January 2012.•Designed sales script and visual presentation currently used by employees in company. Show less

Masters Of Business Administration, Finance

Diploma, Hospitality Management

Bachelors, Electronics And Instrumentation Engineering