Parvathi S Mohan
Ajax,Ontario
Summary
Detail-oriented Operational and Service Associate with a proven track record in managing communications and optimizing processes. Recognized for delivering accurate document reviews and enhancing operational efficiency through effective problem-solving strategies. Core competencies include team support, meticulous documentation, and seamless daily operations management. Aiming to leverage skills to drive further improvements in a dynamic environment.
Overview
7
7
years of professional experience
Work History
Service Associate
Allstate Insurance
10.2024 - Current
- Analyzed and documented information from insurance policies and customer correspondence.
- Ensured proper documentation of all insurance-related communication, maintaining a high level of accuracy and organization.
- Collaborated with internal teams to resolve any discrepancies or missing documentation in the insurance review process.
- Maintained up-to-date records of reviewed documents and emails for future reference and audits.
Operations Associate
Allianz Insurance
10.2022 - 04.2024
- Reviewed insurance emails, and documentation to ensure accuracy, compliance, and timely processing.
- Maintained and updated client records in the CRM system, ensuring data accuracy and proper documentation for future audits.
- Coordinated with internal departments, such as underwriting and customer service, to address and resolve discrepancies in client policies or claims.
- Assisted with underwriting and prepared paperwork for sales and renewals
Business Development Manager
Freedom App
03.2022 - 09.2022
- Trained new employees on company software and sales techniques, enhancing team efficiency
- Communicated with customers and department heads to streamline operations and improve service quality
- Led market research to identify new opportunities, expanding sales pipeline by 15%
- Integrated a new CRM system, reducing customer response time by 30%
Senior Business Development Associate
Byjus The Learning Application
08.2020 - 03.2022
- Developed in-depth knowledge of company products, driving customer engagement and satisfaction
- Delivered compelling presentations to potential clients, resulting in increased sales
- Utilized CRM tools for tracking sales performance and analyzing customer data
Business Development Associate
Absolution
05.2018 - 04.2019
- Created detailed proposals for client offerings.
- Contribute to lead generation and outreach efforts through emails, calls, and networking.
- Managed entry and analysis of data in CRM tools to track development progress.
Education
Electrical and Electronics Engineering -
Marian Engineering College
Kerala, India06.2017
Skills
- Leadership and Team Management
- Documentation and reporting
- Compliance monitoring
- Time management and organizational skills
- CRM
- Verbal and written communication skills
- Data Management
- Microsoft Office
- Digital literacy
- Active listening
- Schedule appointments
- Customer-focused attitude
- Payment processing
- Interpersonal and customer service skills
License And Certificates
- OTL (Other Than Life)
- Project Management Simplified - LinkedIn Learning
Timeline
Service Associate
Allstate Insurance
10.2024 - Current
Operations Associate
Allianz Insurance
10.2022 - 04.2024
Business Development Manager
Freedom App
03.2022 - 09.2022
Senior Business Development Associate
Byjus The Learning Application
08.2020 - 03.2022
Business Development Associate
Absolution
05.2018 - 04.2019
Electrical and Electronics Engineering -
Marian Engineering College
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