Senior Executive -- Insurance
Capita Indi
Total years of experience :16 years, 2 Months
• Efficiently manage all incoming correspondence to meet client service level agreements (SLAs).
• Conduct thorough reviews to delegate tasks to appropriate departments based on established criteria accurately.
• Assure careful scanning and quality control to maintain the accuracy of all processed activity.
• Identify and assign correct task numbers in adherence to standardized procedures.
• Diligently update systems to acknowledge receipt of documents, ensuring traceability.
• Facilitate file retrieval from external providers and distribute to pertinent teams.
• Utilized Excel to streamline the documentation process to improve quality and accuracy.
• Proactively identify and address system hindrances to optimize operational efficiency.
• Ensure a seamless and continuous allocation of tasks to various teams.
• Promptly address interdepartmental queries in alignment with procedural standards.
• Provide comprehensive clerical and administrative help to enhance team functionality.
• Support the seamless adoption of new systems and processes to improve organizational performance.
• Engage in project work aimed at streamlining business processes, reducing costs, and enhancing data quality.
• Execute precise scanning and indexing of documents within set timeframes and standards.
• Monitor the queues vigilantly to guarantee processing within designated timeframes.
• Contribute to project initiatives with insightful reports and analyses that drive business improvements.
• Implement and oversee file management procedures effectively.
• Achieved a 100% improvement in work quality within six months.
• Identified and implemented process enhancements, significantly boosting team efficiency and productivity.
• Lead and cultivate a team of 10-20 members, fostering a culture of mentorship, performance excellence, and inclusivity.
• Collaborate with cross-functional teams to close process gaps and streamline operations.
• Communicate clearly and respectfully with a diverse range of clients and team members, to secure top-tier satisfaction levels.
• Champion operational excellence by advancing process optimization, technological upgrades, and robust risk management.
• Exceeded monthly performance targets through strategic planning and diligent execution.
• Amplified sales of credit cards to US customers via effective chat support and transcript analysis.
• Consistently achieved 100% customer satisfaction by tailoring credit card recommendations to individual client credit profiles.
• Fostered strong relationships with a diverse client base, ensuring long-term engagement and top satisfaction ratings.
• Creative knowledge of social media trends and updates, securing a competitive edge for clients in the digital arena.
• Managed multi-line phone system, directing an average of 50 calls daily with efficient call routing procedures.
• Diligently restocked office supplies and executed purchase orders to secure optimal inventory levels.
• Efficiently sorted and distributed mail, precisely recording incoming shipments for corporate records.
• Streamlined mailroom operations by organizing and dispatching incoming mail and packages.
• Coordinated staff schedules by arranging office meetings and client appointments.
• Refined document management through the implementation of a systematic record filing system.
• Formulated and executed strategies to refine office procedures for increased productivity.
• Optimized senior staff schedules by coordinating meetings and conference calls.
• Negotiated favorable contracts with vendors for office supplies, equipment, and services.
• Performed data entry and managed clerical tasks to support office operations.
• Established comprehensive administrative protocols to bolster efficiency and precision.
• Provided daily helping hand to colleagues, contributing to team initiatives and projects.
• Proactively identified and enacted process improvements for superior service deli
• Fostered client and vendor relations, to have clear and effective communication.
• Administered paper and electronic filing systems, streamlining document flow and message management. .
• Accelerated client service by promptly sorting and distributing incoming mail. .
• Cultivated strong customer relationships, delivering exceptional service, and accommodating unique requests.
• Increased staff engagement by producing informative newsletters with event calendars and updates.
• Communication, managed mail, and faxes, and maintained organized communication channels.
• Managed executive calendars, scheduled appointments, and coordinated team meetings with precision.
• Organized and managed complex travel itineraries, coordinating 50+ flights, hotel accommodations, and ground transportation arrangements per month.
• Enhanced efficiency by enabling instant document retrieval and organization of files in a user-friendly interface.
• Coordinated event planning logistics, including ordering supplies, setting up rooms, and providing seamless logistical support for a diverse range of events.
• Organized data management system using advanced Excel formulas and accounting software, resulting in a 20% reduction in processing time for vendor payments.
• Operated office equipment proficiently including printers, scanners, and copiers to ensure smooth daily operations.
• Generated detailed invoices, ensuring accurate reflection of charges and adherence to financial protocols.
• Utilized Excel and accounting software to streamline the documentation process and improve efficiency.
• Conducted detailed verification of all billed items against purchase orders, resulting in a 15% reduction in billing errors.
• Maintained comprehensive documentation to support efficient accounting and filing operations.
• Collaborated with multiple departments to resolve billing inconsistencies, leading to a 15% reduction in errors and improving operational efficiency.
• Managed accounts payable and receivable for the accounting unit, ensuring accurate and timely processing of transactions.