Experienced professional with expertise in data analysis and reporting. handled various roles in customer service,operations, and client servicing across industries like insurance and automotive. key strengths include proficiency in using MS Excel, Power Bi, Access, Word, and PowerPoint to generate timely and accurate reports, dashboards, and presentations. Experience in managing MIS(Management Information System) data, creating daily,weekly, monthly, and quarterly reports, and providing actionable insights to management. I was also coordinated with IT and finance teams to resolve data-related issues and ensure smooth operations. I have ability to work with raw data, analyze it, and deliver high-quality end products within quick turnaround times make a valuable asset in
data-driven decision-making.
Overview
8
8
years of professional experience
Work History
Sr.Excecutive COE Finance
Bajaj Allianz General Insurance
07.2017 - 03.2023
Managing and clearing 64Vb of all policies of all OEMs to ensure compliance and smooth operations.
Coordinating with IT to resolve IT-related issues efficiently.
Collaborating with the Marketing team to design effective collaterals.
Creating dealer codes after completing dealer appointment formalities, streamlining the process.
Generating and presenting Monthly Business Reports,showcasing key performance metrics and insights
Managing IMD code and location changes.
Providing backend support to dealers and ZSM to address customer-related issues promptly.
Handling dealer payments accurately and within the stipulated timeline.
Coordinating with various departments as per process requirements to ensure seamless operations.
Liaising with the Finance department to maintain Bank Guarantee float and facilitate IRDA payment and 194/O TDS processing.
Collaborating with vendors for payment processing and vendor code creation, ensuring smooth financial operations.
Coordinating with brokers to resolve issues expediently and clearing 64Vb for efficient policy management.
MIS Executive
MDIndia Healthcare Insurance Pvt. Ltd.
06.2016 - 07.2017
Enhanced decision-making processes for management through timely delivery of accurate and relevant MIS reports.
Produced tables, pivot reports and charts for use in key decision-making processes.
Compiled reports for all third-party insurance companies.
Addressed email queries from ICs such as UIA, NIC, OIC regarding data issues.
Extracted and downloaded data from multiple application sources and FTPs.
Finalized and distributed reports to MDI branches and clients.
Updated data tracker and MIS dashboard on daily, weekly,monthly, quarterly, and yearly basis.
Uploaded data using various applications and FTPs based on priority.
Communicated with clients regarding database and report requirements.
Analyzed raw data using MS Excel to derive valuable insights.
MIS Executive & Customer Service Representative
Aegis Associates
12.2014 - 12.2015
Customer Service Representative (PAN INDIA).
Managed approximately 40 inbound calls daily, ensuring friendly and courteous service.
Provided comprehensive information on additional products and services to customers.
Escalated complex customer issues to the supervisor for swift resolution.
Addressed customer-related queries and concerns effectively via email communication with dealers.
Collaborated with the team to enhance the Listening Customer % by following up on customer feedback.
Created impactful presentations for key meetings,showcasing product and service updates.
Initiated outbound calls to provide detailed Fiat vehicle information to prospective customers.
Facilitated resolution of customer complaints as part of the Fiat vehicle Complaint Department.
Prepared and submitted detailed MIS reports to superiors,ensuring comprehensive and accurate documentation.
Education
Master of Computer Applications - Computer And Information Sciences
Goverment Girls High Secondry School
Sarni,Madhy Pradesh
2013
Skills
Data Visualization and Presentations
Advanced Excel
Data Validation
Data Modeling
Data Exports
ETL processes
Tableau
SQL
Report Preparation
Data Cleaning
Excel Functions
Data formatting
Big Data Handling
Problem-solving abilities
Adaptability and Flexibility
Self Motivation
Additional Information
Awarded for Closing the Service Request Within TAT. 2014.
Receiving a Superstar category Award for taking a good
follow-up with the dealer and client.
Shining Star Awarded in fy 21-22.
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Timeline
Sr.Excecutive COE Finance
Bajaj Allianz General Insurance
07.2017 - 03.2023
MIS Executive
MDIndia Healthcare Insurance Pvt. Ltd.
06.2016 - 07.2017
MIS Executive & Customer Service Representative
Aegis Associates
12.2014 - 12.2015
Master of Computer Applications - Computer And Information Sciences
Goverment Girls High Secondry School
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