Summary
Overview
Work History
Education
Skills
Profile Snapshot
References
Timeline
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Pallavi Chitrapu

Celina,TX

Summary

  • Has good experience in Data analysis and Customer Service with Healthcare,Retail, Finance and Banking domains.
  • Proficient in handling customer inquiries, complaints and Providing solutions in a timely and professional manner
  • Skilled in documenting & maintaining detailed records.
  • Knowledgeable about healthcare, banking and retail industry policies, procedures and regulations
  • Able to effectively communicate with clients and customers.
  • Experienced in handling Sensitive & Confidential customer information with utmost discretion.
  • Ability to build rapport with customers, understand their needs and provide appropriate assistance.
  • Strong Problem Solving Skills to identify and resolve customer issues effectively and to their satisfaction
  • Excellent multitasking ability to handle multiple inquiries simultaneously
  • Comfortable in using customer service software and other CRM tools
  • Excellent oral and written communication Skills.
  • Great Team Player with excellent interpersonal skills to work effectively with cross functional teams and colleagues.
  • Ability to pay strong attention to detail and accurately process client requests, payments and other requirements
  • Capability to work in a busy target driven environment and maintain high customer Satisfaction.
  • A responsible data specialist with a wealth of knowledge gained from working in various data entry environments.
  • Well-organized and meticulous in identifying and fixing system problems to finish tasks. analytical and decisive in solving problems.
  • Proficiency with Internet Explorer, and Chrome—the three most popular internet browsers for Windows disseminating raw source documents, handling data entry, and editing.
  • Assisted functional groups in sales, order entry, accounting, general ledger, contracts, and customer support.
  • Able to oversee many concurrently operating projects with conflicting priorities.
  • Skilled at entering and analyzing data using Microsoft Excel's sophisticated capabilities.
  • Exhibited proficiency with data entry duties, entering a lot of information into Excel spreadsheets quickly.
  • Has experience in normalization, data extraction, data mining, data cleansing, and data manipulation in addition to process optimization.
  • Ensures that all appeals are received on time to guarantee payment for administrative, clinical, authorization, among other services.
  • Having experience in building and managing error-free, well-organized Excel databases for effective data management.
  • Extensive background in managing and developing service solutions for data input, shipping, and database maintenance.
  • Expertise in performing Data Entry, pivot tables and V-lookup, collecting data and creating daily trend.
  • Strong working knowledge of Microsoft Word, Excel, and PowerPoint.

Overview

18
18
years of professional experience

Work History

Customer Service and Data Analyst

Centene, Superior Health Services
Celina, TX
09.2023 - Current
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Consulted with customers regarding needs and addressed concerns. Utilized QNXT system to enter and update patient information, medical records and insurance details.
  • Provided data entry support to various departments,verified and corrected data discrepancies to maintain database.
  • Explained benefits and advantages of different product and service offerings to customers.
  • Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
  • Updated account information after customer calls and noted client concerns and issues.
  • Trained and motivated team members to strengthen customer service strategies and boost satisfaction levels.
  • Applied product, industry and market knowledge to develop customized recommendations for individual customer needs.
  • Handled customer billing errors by researching issues in system and asking detailed questions.
  • Evaluated trends in customer service issues to analyze complaints and identify opportunities for improvement.
  • Improved operational efficiencies while managing work requests, store inventory, equipment transactions and changes.
  • Delivered continuous training to associates to maximize performance and customer relations skills.
  • Organized structure of customer service department to optimize coverage for expected demands and enhance response efficiency.
    Upsold additional products and services enhancing value of previous customer purchases and driving revenue growth.
  • Processed customer account changes with proprietary software. Avoided payment errors by carefully implementing all credit and debit card data into system.
  • Mentored team of 4 customer service leaders to maximize quality in all support areas.
  • Prospected for new business through referral gathering and bringing in 10-12 new customers per week.
  • worked on organizing and archiving data files for easy retrieval and reference.
  • Investigated and identified quality issues to uncover root causes and explore potential corrective actions.
  • Inspected production areas regularly to identify and process violations impacting final quality results.

Customer Service and Sales Rep

American Income Life
10.2022 - 09.2023
  • Managed a large volume of patient data, including lab results, medication records, and discharge summaries, while upholding strict confidentiality and following data security protocols.
  • Accurately and efficiently entered patient information, including demographics, medical histories, and insurance details, into electronic health record (EHR) systems.
  • To support billing and reimbursement procedures, I used medical coding systems to accurately assign diagnostic and procedural codes.
  • Worked with interdisciplinary teams to resolve data discrepancies and provide clarification for missing or incomplete information, ensuring accurate and comprehensive patient records.
  • Participated in the creation and implementation of data entry procedures to promote workflow efficiency and data correctness.
  • Developed and put into effect rules and processes for data input to guarantee correct and consistent data entry practices throughout various healthcare facilities.
  • Worked along with medical specialists to gather information that was lacking or insufficient, guaranteeing the accuracy of the data.
  • Performed routine quality checks to find and fix mistakes and anomalies in the EHR system's data.
  • Performed routine audits on the database to find and fix any duplicate or inconsistent data.
  • Took part in training programs for new employees in data entry, offering direction and assistance.
  • Accurately and quickly entered patient data, medical records, and billing information into the electronic health records (EHR) system.Inform Union members and Working class people about their benefits
  • Analyze if there are any gaps in their current coverage and see if they qualify for additional benefits
  • Offer Union members permanent benefits that stay with them after retirement or termination
  • Workout competitive and affordable plans for the working class members
  • Review and provide customer service to existing policy holders
  • Communicate and Educate the union members and their families about the benefits and how to claim them.

Customer Relations Manager

Jupiter Texas Investments
08.2022 - 10.2022
  • While sending financial reports to Team Leader, ensure that they are accurate and comprehensive.
  • Financial analysis using transaction data can identify patterns and offer development possibilities.
  • To increase efficiency and reduce errors, develop, and implement new data input and reporting processes.
  • This responsibility includes Enter the raw source documents, processing data input, and editing.
  • Oversaw the utilization of resources and materials to guarantee accurate Excel record keeping.
  • Manage vendor sign-up sheets, keep phone list directories up to date, and handle special projects and events.
  • Arrange meetings, prepare conference spaces, enter data, copy, welcome guests, and distribute visitor badges.
  • Analyzing reports for the operations manager, updating and inputting client and customer data into databases, and preserving the confidentiality and accuracy of information and documents.
  • Compiling information into an Excel file for Microsoft.
  • Transfers information from paper formats into computer files using keyboards, data recorders, or optical scanners.
  • Performs high-volume data entry using word processing, spreadsheet, database, or other computer software.
  • Verifies integrity of data by comparing it to source documents.
  • Reviews data for errors, missing pages, or missing information and resolves any discrepancies.
  • Maintains a filing system and protects confidential customer information.
  • Enter data for financial transactions such as accounts payable, accounts receivable, and general ledger entries.
  • Provide guidance and instruction in data analysis and reporting methods to aspiring data entry specialists.
  • Collaborate with content developers and database administrators to validate the created models through design reviews.Building and maintaining profitable relationships with key customers
  • Resolving customer complaints quickly and efficiently
  • Keeping customers updated on the latest products in order to increase sales
  • Expanding the customer base by upselling and cross selling
  • Come up with a process in place to ensure smooth work flow
  • To be a team player and exhibit leadership Skills
  • Maintain a positive attitude and focus on customer satisfaction.

Data Analyst

GROVER PLC
New York, USA
07.2011 - 08.2011
  • Managing day to day processing of accounts receivable and payable using quickbooks, producing reports as requested
  • Reconciling monthly activity, generating year end reports and fulfilling tax related requirements
  • Oversee monthly and quarterly assessments and forecasts of organizations financial performance against budget,financial and operational goals
  • Oversee short and long term financial and managerial reports
  • Maintain archival and administrative files
  • Administrating payroll and employee benefits and organizational insurance
  • Ensure that accounting department requests are resolved and communicated in a timely manner to internal and external parties
  • Develop long range forecasts and maintain long range financial plans
  • Develop, maintain and monitor all fundraising and accounting systems and procedures capturing all pledges, billings and receipts and for the recording of all revenue transactions, recommend and implement improvements to systems.

Accounting firm

Everchem Pvt limited
London
12.2009 - 04.2010
  • Improve the operational system, processes and policies in support of organizations mission specifically support better management reporting, information flow and management, Business process and organizational planning
  • Manage and increase the effectiveness and efficiency of support services (financial, HR) through improvements to each function as well as coordination and communication between support and business functions
  • Oversee overall financial management, Planning, Systems and controls
  • Payroll management, including tabulation of accrued employee benefits
  • Organization of fiscal documents
  • Supervise and coach office staff on a weekly basis.

Product Manager

Lyca Mobile
London
09.2008 - 03.2009
  • Manage and report on the P&L of the product
  • Manage acquisition targets for the product and other KPI's including revenue,usage,retention and win back,deliver to target and track daily performance indicators on a KPI dashboard
  • Prepare product propositions ready for launch
  • Work cross functionally with product management, marketing,technical, operations and customer service teams
  • Ensure the product launches meet corporate and customer requirement and are delivered according to time and budget
  • Propose changes to marketing of products to improve performance
  • Keep track of developments in the market
  • Review and progress pricing updates through auditing processes
  • Responsible for product knowledge training Customer service reps and working with manager to deliver performance.

Worked as CPO for UK Cards

CITI Financial Services
Chennai, India
05.2007 - 01.2008
  • Make sure day to day operations run smoothly
  • Ensure that customers and clients are served well and that the company is represented in the best way possible
  • To generate revenue and profits to the process
  • Resolve issues with employees, handle customer complaints and deal with technical issues
  • To monitor and spot check calls to ensure that they are being fielded properly
  • Training your team to improve call quality
  • Monitor calls and provide feedback to the team
  • Spot best employees and give rewards and letters of appreciation
  • Weed out the employees unable to handle work and provide training
  • Make sure there are no escalations in the process
  • Achieve targets and numbers.

Incident Lifecycle Coordinator

Hewlett Packard
Bangalore, India
06.2006 - 05.2007
  • Manage incident lifecycle utilizing the impact solution
  • Run the end to end incident lifecycle report
  • Monitor for incidents and service requests out of process and perform analysis or workgroup until resolution
  • Track all root causes and actions
  • Provide input to review teams for performance improvement e.g
  • Drive process and knowledge base updates
  • Analyze open incidents and service requests for matching symptoms and multiple occurences
  • Review performance with service desk and supervisor and take action where required
  • Drive resolution and avoidance of complaints related to incident life cycle management- Link with outage problem and change management.

Education

MBA (Finance) -

London School of Business, University Of Wales
01.2010

B.com (bachelors in commerce) -

Anna Adarsh College, University Of Madras
04.2006

Diplomas in MS office from Tally
01.2004

Skills

  • Compiling data
  • Information Verification
  • Data verification
  • Identifying errors
  • Word processing
  • Excel formulas
  • Data acquisition
  • Error detection
  • Office administration
  • Advanced Excel spreadsheet functions
  • Logbook maintenance
  • Spreadsheet management
  • Data validations & cleansing
  • Transcribing documentsMicrosoft word
  • PowerPoint
  • Excel
  • Outlook
  • Sage 50
  • Radix Open View Service Desk (Call Logging Tool)
  • QuickBooks
  • People management
  • Customer service
  • Impact (Digital marketing Platform)
  • Google sheets
  • App Folio ( CRM Tool)
  • EApp ( Electronic application logging tool)
  • Trello
  • Product Sales
  • Relationship Building
  • Marketing
  • Sales Follow-Up
  • Team Training and Development
  • Customer Relationship Management
  • Payment Management
  • Upselling and Cross-Selling
  • Employee Performance Management
  • Problem Solving Skills
  • Effective Communication
  • Inventory Management
  • Attention to Detail
  • Conflict Resolution

Profile Snapshot

MBA (Finance) from London School Of Business, University Of Wales Work experience in large and medium size corporate environments like Hewlett Packard, CITI Financial Services, Lyca Mobile and Everchem limited, London. Possess good communication skills, collaboration skills & proficiency at grasping concepts quickly and utilizing the same in a productive manner, a good team player, Self motivated and passion to succeed.

References

Available on request.

Timeline

Customer Service and Data Analyst

Centene, Superior Health Services
09.2023 - Current

Customer Service and Sales Rep

American Income Life
10.2022 - 09.2023

Customer Relations Manager

Jupiter Texas Investments
08.2022 - 10.2022

Data Analyst

GROVER PLC
07.2011 - 08.2011

Accounting firm

Everchem Pvt limited
12.2009 - 04.2010

Product Manager

Lyca Mobile
09.2008 - 03.2009

Worked as CPO for UK Cards

CITI Financial Services
05.2007 - 01.2008

Incident Lifecycle Coordinator

Hewlett Packard
06.2006 - 05.2007

MBA (Finance) -

London School of Business, University Of Wales

B.com (bachelors in commerce) -

Anna Adarsh College, University Of Madras

Diplomas in MS office from Tally
Pallavi Chitrapu