Dedicated and empathetic Claims Manager with 14+ years of work experience in customer service.A proven track record of successfully assisting clients in navigating financial challenges and addressing outstanding debt.Strong ability to build trust and rapport with clients, while effectively managing challenging situations and negotiations. Committed to providing exceptional customer service and delivering positive outcomes for both clients and the organization.
Results-driven Claims Manager adept at managing high caseloads with optimal productivity and efficiency. Possess specialized skills in claims processing, regulatory compliance, and dispute resolution. Excel in communication and problem-solving to navigate complex situations and deliver favorable outcomes.
Overview
15
15
years of professional experience
Work History
Claims Manager
Suncorp
Adelaide , Sa
01.2024 - Current
Managed claims process from initiation to resolution for diverse policyholders.
Coordinated with internal teams to ensure compliance with company policies.
Helped team members on claims handling and customer service protocols.
Reviewed and approved claim settlements in accordance with established guidelines
Manage claims efficiently and within required timeframes, ensuring full compliance with company policies and regulatory standards.
Resolve customer complaints effectively in alignment with COP business practices.
Maintain a strong focus on delivering excellent customer service throughout the claims process.
Recognised for outstanding performance, winning internal competitions for:
Highest number of finalised claims
Highest number of outbound calls
Demonstrate consistent productivity and a proactive, customer-centric approach.
Hardship Collection Consultant Case Manager
Westpac Bank
Adelaide , South Australia
02.2023 - 12.2023
Manage a caseload of customers who are experiencing financial hardship, providing support and guidance in finding manageable solutions to their financial challenges
Conduct thorough assessments of each customer’s financial situation and develop tailored hardship plans to assist them in meeting their financial obligations
Proactively reach out to customers to maintain regular communication and provide ongoing support throughout the hardship process
Work closely with internal and external stakeholders, including financial counselors and community support services, to ensure that customers receive the necessary assistance and resources
Act as a liaison between the customer and the bank, advocating on their behalf to negotiate alternative repayment arrangements and minimize the impact of financial hardship
Maintain accurate and detailed records of customer interactions and progress, ensuring compliance with regulatory and internal policies
Stay informed about changing industry regulations and best practices in financial hardship management to continuously improve customer service and support
Key achievements include successfully managing a caseload of over 1000 customers, developing and implementing training materials for new employees, and being recognized for outstanding communication and negotiation skills.
During my tenure as a Case Manager for Westpac's Hardship Collection Consultant, I took the initiative to deepen my understanding of Agri Business. Recognizing the importance of agricultural sectors within financial hardship cases, I proactively sought out training and educational resources to better serve customers involved in Agri Business. Through self-directed learning and participation in relevant industry training, I gained a comprehensive understanding of the unique financial challenges that individuals and businesses within the agricultural sector often face. This knowledge has allowed me to effectively tailor hardship plans and provide more informed and specialized support to customers in Agri Business, ultimately leading to improved outcomes and customer satisfaction. My dedication to learning about Agri Business has further enhanced my ability to provide valuable assistance to clients in this sector, contributing to my overall success as a Case Manager.
I took the initiative to deepen my understanding of Quality Assurance Team. Through meticulous analysis & evaluation of the bank's operations,systems and processes, I identified areas of improvement & potential compliance risks.
Administrative Assistant
Metron Design
06.2022 - 08.2022
Responsibilities included invoicing, programming, checking trade verifications, and notifications of licenses, business details, and insurances
Monitoring budgets and supervisor and project manager hours, documentation preparation for individual builds
Filing documents and liaising with trades for payments and tender submissions
Provided cross-coverage support for other administrative personnel
Screened incoming telephone calls, routing to appropriate personnel
Required use of Microsoft Excel, Word, Outlook, Project, and Adobe
Maintained office inventory by assisting with supply orders.
Administrative Manager
Vyana Wealth Management Pvt Ltd
08.2013 - 01.2022
Manage internal administration and vendor management, branch reporting, and client communication
Client communication primarily involved a customer-focused approach to troubleshooting, resolving problems, and ensuring repeat business
Coordinated general administrative support for company leadership
Led company's administrative efforts by understanding growth trajectory
Drove process improvements through new policies and procedures
Collaborated with departmental leaders to establish organizational goals, strategic plans, and objectives
Established work procedures and schedules to organize the daily work of administrative staff
Oversaw payroll functions, such as maintaining timekeeping information and processing and submitting payroll
Managed paper and electronic filing systems by recording information, updating paperwork, and maintaining documents, such as attendance records and correspondence
Planned, administered, and controlled budgets for contracts, equipment, and supplies.
Sales Assistant
American Express Services India Pvt Ltd
06.2011 - 04.2013
The role entailed Sales Support to the Sales Team for Corporate Cards
Validated raw leads based on internal parameters, fixing appointments with prospective customers, assisting sales team in documentation and back-end processing along with maintaining MIS and correspondence for such business files for critical communications and contracts
Maintained knowledge of company products and services to make informed recommendations to clients
Researched potential clients for outreach and business development
Coordinated travel arrangements and meetings for the sales team
Prepared agendas and transcribed minutes for meetings
Updated customer information and accounts in store databases
Built strong working relationships with fellow associates and corporate contacts.
Administrative Office Manager
DSP BlackRock Mutual Fund
02.2010 - 01.2011
Managed all forms of client and distributor queries regarding financial and non-financial transactions relating to mutual funds
Well versed with Mutual Fund transactions and rules, form fill up, MIS maintenance, and liaising with wealth management companies for various forms of queries and support.
Education
B.A ENG (Hons) In English -
The Bhawanipur Education Society College Calcutta University
Kolkata, West Bengal
01.2009
12th Std -
Sushila Birla Girl's School
Kolkata, West Bengal
01.2006
Skills
Microsoft Excel
MS office
Windows 2010 Excel
Adobe
Project
Outlook
Database and Client Management Systems
Document and File Management
Strong Organizational Skills
Spreadsheet Management
Invoice Processing
Excel Spreadsheets
Administrative and Clerical Support
Regulatory Compliance
Case Management
Case Planning
Problem-Solving
Quality Assurance Controls
Case Management Tracking
Organization and Multitasking
Claims processing
Regulatory compliance
Customer service
Financial analysis
Documentation management
Negotiation strategies
Risk assessment
Conflict resolution
Time management
Quality assurance
Claims investigation and research
Insurance regulations
Multitasking capacity
Accomplishments
I received GEM REGONITION for being helpful employee.
References
References available upon request.
Languages
5,5,
Hindi, Fluent, Native
Timeline
Claims Manager
Suncorp
01.2024 - Current
Hardship Collection Consultant Case Manager
Westpac Bank
02.2023 - 12.2023
Administrative Assistant
Metron Design
06.2022 - 08.2022
Administrative Manager
Vyana Wealth Management Pvt Ltd
08.2013 - 01.2022
Sales Assistant
American Express Services India Pvt Ltd
06.2011 - 04.2013
Administrative Office Manager
DSP BlackRock Mutual Fund
02.2010 - 01.2011
B.A ENG (Hons) In English -
The Bhawanipur Education Society College Calcutta University