Anil Mourya

Operations Associate

Surat, Gujarat, India7 yrs experience

Highly StableAI Enabled

Key Highlights

Strong background in customer service and data management.
MBA-qualified with a focus on finance and financial management.
Proven ability to handle high-volume workloads efficiently.

Stackforce AI infers this person is a Customer Service and Data Management professional with a focus on Finance.

Contact

Skills

Core Skills

Customer ServiceData ManagementClient Relationship ManagementInsurance Sales

Other Skills

Data EntryGeneral Office SupportClient AdvisoryPayment ProcessingOffice AdministrationFinancial ServicesDirect SalesSales PresentationsInterviewingFinancial ReportingFinancial AnalysisTraining and Development (HR)Human Resources (HR)Employee RelationsEmployee Learning & Development

About

"Hello this is Anil" Working as a Data management operator at NIACL, now completed my passion for education in MBA. I am a BBA graduate from UDHANA College, Surat. I have interned twice with NIACL worked on a few research projects. Technology excites me and I am always in awe of the change it drives in the world. Certain skills that I have worked with include Data Structures, data management, customer handling And what I might lack in skills I make up for with my determination to learn. Out of the box Learning, I am a tea lover, an tracking and i am spending college days exploring new things.

Experience

7 yrs

Total Experience

3 yrs 6 mos

Average Tenure

Current Experience

Eccentric consultancy

Customer Service Specialist

May 2020 – Jul 2025 · 5 yrs 2 mos · Surat, Gujarat, India · On-site

Customer Service & Communication
Serve as the primary point of contact for customer inquiries via phone, email, and in-person communication. Provide timely, professional, and accurate information and assistance to customers, resolving issues and escalating complex problems when necessary. Maintain a positive and empathetic attitude in all customer interactions. Process customer orders, returns, and exchanges efficiently and accurately. Gather customer feedback to help improve services.
Data Entry & Management
Accurately input, update, and maintain high volumes of data into company databases, spreadsheets, and management systems (CRM, ERP). Perform regular data quality checks and verification to ensure accuracy, consistency, and completeness. Generate basic reports and summaries from collected data as needed by management. Organize and manage physical and electronic files for easy retrieval and archiving.
General Office & Administrative Support
Perform general clerical duties including photocopying, scanning, mailing, and filing.
Manage incoming and outgoing mail and packages. Assist with scheduling appointments and maintaining the office calendar. Monitor and manage office supplies inventory place orders when necessary. Maintain the organization and cleanliness of the common office areas. Provide ad-hoc administrative support to management and other departments as required.

Customer ServiceData EntryData ManagementGeneral Office Support

New india assurance

Front Office Associate

May 2018 – Mar 2020 · 1 yr 10 mos · India · On-site

Insurance Sales & Client Advisory (Under Agent)
Lead Generation & Sales: Proactively identify and engage prospective clients to assess their insurance needs and sell appropriate individual or business insurance products (life, health, property, auto).
Needs Analysis: Conduct thorough needs-based consultations with clients, clearly explaining policy features, coverage limits, premiums, and exclusions.
Policy Processing: Guide clients through the application process, ensuring all documentation is accurately completed and submitted in a timely manner.
Client Relationship Management: Maintain a strong relationship with existing clients, provide policy renewal reminders, and identify opportunities for upselling or cross-selling based on changing client needs.
Data Entry & Record Keeping (Operator Role)
Accurate Data Entry: Input and update client, policy, premium, and payment information & Customer Relationship Management (CRM) software with a high degree of speed and accuracy.
File Maintenance: Organize and maintain both physical and electronic client files, applications, and correspondence to ensure data integrity and easy retrieval.
Reporting: Assist in generating reports related to sales metrics, payment collections, and outstanding account balances for management review.
Payment Collection & Financial Administration
Premium Collection: Actively follow up with clients via phone, email, and mail regarding upcoming, due, or overdue premium payments.
Payment Processing: Process and record various forms of payments issue receipts, and reconcile daily transactions.
Issue Resolution: Investigate and resolve payment discrepancies, billing disputes, and policy cancellation/reinstatement requests related to payment issues.
Maintain Accounts: Track accounts receivable for outstanding premiums and implement approved collection strategies while maintaining professional client relations.