Jan 2022 – Oct 2025 · 3 yrs 9 mos

• Processed transactions in alignment with Standard Operating Procedures (SOP), ensuring accuracy and compliance. Prioritized tasks according to detailed guidelines, meeting SLAs and ensuring high-quality work output. Managed a variety of policy changes including beneficiary changes, coverage amount adjustments, and rider modifications. Handled banking transactions including EFTs and cheque cancellations using CB Jets and Infor CB. Collaborated with onshore/offshore teams to provide professional and timely support, both via email and calls. Addressed customer inquiries, identified problems, and worked to resolve them efficiently, contributing to customer satisfaction. Ensured that all work records, files, and email correspondences were maintained for reference and audit purposes. Supported team efforts, working effectively to meet both individual and team goals. Consistently met SLA targets for transaction processing and policy amendments. Played a key role in streamlining banking transaction processes, reducing errors and improving turnaround time. Successfully handled high-volume policy amendments (e.g., coverage adjustments, rider additions) in a timely manner.

Sep 2020 – Nov 2021 · 1 yr 2 mos

Jun 2019 – Jul 2019 · 1 mo · Noida, Uttar Pradesh, India · On-site