Sonalben Lad
Orange,CA
Summary
Dynamic individual with hands-on experience in Life Insurance Industry and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Loan Document Processor
Ally
Aliso Viejo, CA
01.2021 - 11.2022
- Responsible for the review of loan generation documentation
- Reviewed and requested stips
- Conducted lender approval review
- Reviewed lender guidelines and worked closely with Sales and Funding Department
- Serviced vehicle registration contracts
- Cross training with the auto loan funding department.
- Trained new hires.
Licensed Sales Producer
Brooklyn Jackson Insurance Agency
Tustin, CA
12.2019 - 02.2020
- Generated sales for Allstate Auto and Home Insurance policies.
- Prospecting and generating new business through leads & referrals
- Explaining policies and generating quotes
- Binding policies in compliance with underwriting guidelines
Associate Manager - Customer Relations - Branch Operations
HDFC Life Insurance Company Limited (INDIA)
Valsad, Gujarat
02.2008 - 01.2019
- Provided customer service for internal and externals clients at all stages of new business and policy servicing. (new business form scrutiny, conversions, policy servicing, surrenders, annuities processing, claim processing, Maturity and all related to Policy servicing.
- Achieving business targets for persistency, business retention, new business, transactional quality, and improving customer engagement and CSAT scores.
- Achieving the highest norms of quality and service levels and to maintain the TAT for all operations processes.
- Provided onboarding support for new sales agents. This involved applicant document processing, exam scheduling, license renewals, and process follow-up for UIN and agency code generation.
- Performed grievance management.
- Performed daily audit reports for all transactions and ensured branch adhered to all regulatory compliance norms.
- Acted as branch administrator ensuring proper operation of the facility, handling of the daily accounting duties, and performing various administrative functions in coordination with the Regional administration.
- Provided mentoring and training for new employees joining the Operations department.
- Keeping up to date on new products, processes, and system Knowledge.
- Work closely with branch leadership to boost business objectives and stake holder management.
- Develop and train internal customers on process requirement/compliance to provide faster and smoother service levels.
- Compiled cluster reports and management information sheets (MIS) for branch operations
- Performed branch and concurrent audits
- Acted as Single Point of Contact (SPOC) for renewals
- Retained all responsibilities of Senior Associate – Operations Officer
Education
M.B.A -
GIDC Rofel Institute Of Management Studies
Vapi, Gujarat06-2007
Bachelor of Computer Applications - undefined
R.K.Desai College Of Computer & Applied Sciences
Vapi, Gujarat06-2004
Skills
- High quality customer service
- Effective Time Management and ability to deliver
- Training and mentoring
- Building rapport with clients,vendors,distribution channel, Accurately managing policies and reducing errors
- Accuracy and precision
- Quality control measures
- Problem-solving capacity
- Document review expertise
- Processing procedures
- Teamwork and collaboration
- Customer service
- Attention to detail
- Document review
- Policy adherence
Certification
Passed California Personalized Lines Insurance License and Life Insurance Exam 2020
Languages
English
Hindi
Timeline
Loan Document Processor
Ally
01.2021 - 11.2022
Licensed Sales Producer
Brooklyn Jackson Insurance Agency
12.2019 - 02.2020
Associate Manager - Customer Relations - Branch Operations
HDFC Life Insurance Company Limited (INDIA)
02.2008 - 01.2019
Bachelor of Computer Applications - undefined
R.K.Desai College Of Computer & Applied Sciences
M.B.A -
GIDC Rofel Institute Of Management Studies