Mahesh Balaji Sidheshware
Specialist - Operations & Trainer
Summary
Passionate and experienced specialist with 10+ years in insurance industry eager to take on a challenging role where I can utilize my diverse skill set, expand my knowledge and contribute to the success of a company with a strong culture of innovation and growth.
Overview
12
12
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Operations Specialist & Trainer
Allstate India Pvt Ltd - May'17 - Present Licensing & Commissions
01.2020 - Current
- Handle agent onboarding and licensing activities, including data verification, license validation, and SAP profile creation, ensuring compliance with state regulations and internal policies.
- Manage agent lifecycle updates in SAP systems - handle amendments such as name/address changes, non-resident license additions, and terminations.
- Trained team of new & experienced trainees for the process of Backend operations
- Responsible for organizing and leading training sessions for the team
- Coordinate with onshore partners and operation forecast teams to study work trends and forecast volume to create a work plan and discuss other opportunities
- Manage daily team performance activities and facilitates discussions during team huddles
- Handle process queries and highlight and discuss new queries with onshore partners for resolution
- Work on the weekly and monthly production & error reports to study trends in work volume
- Handle quality audits of the process and discuss those with the onshore team, and the same with the offshore team
- Process re-engineering to ensure increased efficiency and reduce cost
- Create, Review and update SOPs in collaboration with onshore partners
- Manage onshore employee vendors for Allstate services in the US, addressing business challenges by consulting with the RSM and onshore SME
Sr. Associate & Trainer
Allstate India Pvt Ltd
05.2017 - 01.2020
- Ensured high processing accuracy and efficiency, consistently meeting individual KPI expectations
- Provided hands-on training to help new team members and existing team members
- Managed work allocations on daily basis to support team goal
- Applied the premium payment on policy holders account
- Implemented Root cause problem solving to improve process activities
Sr. Associate
WNS Global Services Pvt Ltd., Pune
09.2013 - 03.2017
- Conducted comprehensive training sessions to equip new team members with the necessary skills for various tasks.
- Proposed six innovative ideas to enhance process efficiency and effectiveness.
- Ensured high processing accuracy and team efficiency, consistently meeting client expectations.
- Performed detailed quality sample checks and accreditation verifications.
- Compiled and presented headline reports to summarize key findings and progress.
- Actively participated in the transition process, ensuring smooth transitions and minimal disruptions.
Education
Bachelor of Computer Application -
YCM Open University
01.2017
Skills
- Idea Development & Brainstorming
- Decision Making
- Leadership
- Process Improvement
- Problem Solving
- Teamwork & Collaboration
- Continuous Improvement
- Stake-holder management
- Mentorship
Certification
Power-Bi
Accomplishments
- Initiated inactive NTID project which turned into savings of $500K
- Successfully completed 4 transitions in Licensing & commissions
- Initiated cross training project which turned into 2 FTE benefit
- Handled Answer Financial agent onboarding project which helped organization to generate $1.6 million.
Timeline
Operations Specialist & Trainer
Allstate India Pvt Ltd - May'17 - Present Licensing & Commissions
01.2020 - Current
Sr. Associate & Trainer
Allstate India Pvt Ltd
05.2017 - 01.2020
Sr. Associate
WNS Global Services Pvt Ltd., Pune
09.2013 - 03.2017
Bachelor of Computer Application -
YCM Open University