Jul 2025 – Present · 8 mos · Gurugram, Haryana, India · Hybrid

• Manage and execute operational training programs tailored for servicing Canadian clients in the financial and insurance domain.
• Generate accurate Policy Holder Statements for clients, ensuring data accuracy and compliance with company standards.
• Create illustrations and projections of insurance policies, including premium breakdowns, benefits, and future value.
• Support client servicing teams with training material and knowledge updates related to policy management and client communication.
• Collaborate with cross-functional teams to understand training needs and design effective onboarding and refresher modules.
• Conduct periodic audits and quality checks on generated statements and illustrations to ensure accuracy and compliance.
• Assist in developing standard operating procedures (SOPs) and workflow optimizations for operations teams.
• Handle client inquiries or internal escalations related to policy illustrations and documentation with professionalism and accuracy.