Technical professional with over 8 years of experience gained from work assignments, business data processing, defining requirement specifications & interacting with clients in Insurance Domain and IT Business Analyst profile.
Overview
8
8
years of professional experience
Work History
Business Analyst (IT Analyst & System Engineer)
TATA CONSULTANCY SERVICES
04.2023 - Current
Driving the business process and workflow mapping/analysis using data capture and modelling technologies, methods and tools.
Creating detailed business analysis, outlining problems and solutions for business.
Interacted with Internal customers to understand business needs and translating them into requirement and project scope.
Defining business requirements and reporting back to respective stakeholders.
Assistant Manager: Group Operations
ADITYA BIRLA HEALTH INSURANCE COMPANY LIMITED
09.2022 - 04.2023
Managed process from Login till issuance for Bajaj Finance Ltd. (BFL)
Managed bank statements and monthly reconciliation to avoid financial loss.
Processed member profiles in Health Buzz system, Jarvis system and in BFL portal.
Conducted new requirement discussions, system enhancement / changes and discussions with IT and respective stakeholders.
Processed Financial & Non-financial requests. (Refund, Surrender and others related to certificate of insurance).
Managed CRM activities, which include all customer services viz Endorsement, Cancellation, Issuance and Policy copy dispatch activities.
Ensured the escalated cases were closed with proper communications at the agreed timelines.
Sr. Executive: Group Operations and Special Projects
BHARTI AXA LIFE INSURANCE
03.2020 - 09.2022
Managed Banca relationship like PNB Housing Finance Limited (PNBHFL) Karnataka Bank Ltd (KBL) and Home First Finance Company India Limited (HFFC).
Coordinated with partner & sales teams for login and resolution till the issuance of case.
Monitored all activities processed by team members – Scrutiny of docs, case Issuance of all partners.
Coordinated with underwriter to get the Medical decision for medical cases for issuance.
Ensured issuance of policies within TAT which involved close coordination with Sales, Medical TPA, processing team and other internal stakeholders (products, underwriting, actuarial etc.).
Managed bank statement & monthly reconciliation to avoid any financial loss.
Handled project for automation for New Business (NB) team, from login till issuance.
Contacted vendor for system automation while coordinating with product, marketing and IT team.
Managed changes in proposal form as per IRDA guidelines.
Conducted discussions with Legal and Compliance team for exception approvals.
Handled online and offline free-look cancellation, surrender request.
Co-ordinated with internal team to settle the cancellation within TAT,
Scheme creation in the application – Master Policy generation in the system as per the loan types/product wise to carry out the activities pertaining to specific policy.
Senior Unit Support Manager
ADITYA BIRLA CAPITAL - BIRLA SUNLIFE INSURANCE
05.2016 - 02.2020
Coordinated with different departments such as Actuaries, Underwriters, Sales & Service to ensure smooth process and issuance of New Business, Nishchint & Renewal Policies (Pan India).
Issued New Business contracts like Employer – Employee, EDLI, Affinity policies.
Handled end to end queries, creation of new and existing voluntary policies and processed requests like refund, surrender, etc with regards to COI.
Single handedly managed renewal of 140+ ABG policies, COI issuance member-wise and COI upload in Poornata Portal.
Ensured queries related to Audits were managed.
Followed up with the requirement fulfillment team, Master Policy Holder and Accounts team for pending cases and published regular MIS to reduce pendencies.
Experience in generation of GST invoice, Proforma invoices for renewal.
Handled all payout and claims pertaining to Gratuity and Superannuation policies.
Prepared contract for New Business of Fund policies, Letters and Mail communication of policy administration transactions of Fund Schemes.
Used Talisma to assign & close mail.
Tracked fund transactions under respective individuals for day-to-day processing.
Handled Call Centre for Fund and Term policies and assigned calls to concerned person.
Education
Bachelor in Banking and Insurance -
University of Mumbai
01.2014
Skills
Resilience
Communication skills
Project Management capabilities
Problem-solving
Critical thinking
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Marathi
Full Professional
Gujarati
Full Professional
Personal Information
Title: BUSINESS ANALYST
Date of Birth: 05/11/93
Nationality: Indian
Awards
Business Excellence Award – BhartiAxa Life Insurance Co. Ltd
Timeline
Business Analyst (IT Analyst & System Engineer)
TATA CONSULTANCY SERVICES
04.2023 - Current
Assistant Manager: Group Operations
ADITYA BIRLA HEALTH INSURANCE COMPANY LIMITED
09.2022 - 04.2023
Sr. Executive: Group Operations and Special Projects
Assistant Delivery Manager at Tata Consultancy Services, Global Shared ServicesAssistant Delivery Manager at Tata Consultancy Services, Global Shared Services