Highly organized and dependable candidate with a proven track record in effectively managing multiple priorities while maintaining a positive attitude. Detail-oriented team player with strong organizational skills, adept at simultaneously handling multiple projects with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Policy Adminstration
New York Life Insurance Co
07.2018 - Current
Collaborating with senior team member, agents, and clients to resolve common service-related issues such as improving processing turnaround times and obtaining all proper requirements to document and process policy change request
Utilize advanced knowledge of insurance products and guidelines to address customer inquiries regarding policy terms, coverage details, and premium payments
Complied and maintain accurate policy holders’ records, ensuring data integrity and accessibility for audits and reporting purposes.
Monitored policy implementation, identifying areas for improvement and recommending adjustments as needed.
24hr Wealth & Business Digital Banker
US BANK
09.2022 - Current
80-100 inbound calls and screen sharing daily assisting customer with their banking needs, troubleshooting any issues preventing them from banking online or mobile application
Educating and upselling customers on new products and digital banking functionalities, guiding them through the setup and usage of online tools, resulting in a 20% increase in digital adoption
Collaborate with cross-functional teams to implement and test new digital banking features, contributing to the continuous improvement of the online banking platform.
VPR COORDINATOR
SAFEGUARD PROPERTIES
04.2013 - 07.2018
Orchestrated the vendor performances review process, evaluating the effectiveness and efficiency of property preservation vendors in accordance with company standards and industry regulations
Coordinated training sessions for vendors on company policies, procedures, and industry best practices to enhance overall performance and compliance
50-100 calls Inbound/Outbound to investigate and resolve vendor related issues, demonstrating strong problem-solving skills and ensuring the timely resolution of conflicts.
Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
Coordinated cross-functional teams, resulting in seamless project execution and enhanced outcomes.
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.