Pallavi Bose

Experience

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  Reliance Capital

  Aug 2009 - May 2011

  Sales support

  • Preparation and maintenance of sales call reports and all relevant MIS. • Preparing presentations in PowerPoint and making reports by using Pivot table and Charts.• Verification of the initial Financial Underwriting of the proposal.• Verification of the initial Medical underwriting of the proposal.• Follow up all the medical pending to sales Department.• Systematically execute the sales process to facilitate delivery of revenue targets.• Financial planning of the customer and ensuring customer satisfaction. Show less

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  Magna Infotech - A Quess Company

  Jul 2011 - Jun 2012

  Market Research Consultant

  Worked for Ramco Systems in Chennai.

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  Xchanging

  Aug 2012 - Mar 2015

  Advance Associate

  • Processing Client Invoices and payments with appropriate research• Claims Settlement – Raising settlement transaction for claim (indemnity & fees to 3rd party)• Calculating premiums from slip• Proactively communicating with the client to resolve query case related issues.• Chase up with clients for further update via broker.• Notification to underwriter via email for overseas market.• Follow to the protocols set by client.• Cross Trained on all division - Professional Indemnity, Marine, Non Marine, Energy, Aviation and Reinsurance.• Responding to client requests and queries.• Perform Quality Checks on cases performed by colleagues. Show less

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  Axa Business Service Private Limited

  Mar 2015 - Sept 2019

  Specialist (Insurance Operations and Workday HCM)

  Workday HCM Consultant - Support Project• Got cross trained in Workday HCM to provide production support.• Dealt with Workday HCM organization structures like Supervisory Organization, Company, Cost Center, Company Hierarchies, Cost Center Hierarchies etc.• Hands on experience on HCM core concepts like Staffing Model, Hiring Restrictions, business process, security, positions, job profiles etc.• Collaborated with business users to gather business requirements, analyse existing processes, and recommend Workday solutions to streamline HR operations and improve user experience.• Provided ongoing support post-implementation, addressing system issues, troubleshooting errors, and implementing system enhancements.• Created custom reports for basic report needs.• Dealt with various types of calculated field.• Have experience with both Inbound and Outbound EIBs.Motor Insurance Specialist (SEA Countries)• Was part of the pilot batch, learnt the policy issuance process and helped in stabilizing the project to operate from Bangalore, India.• As a team lead, reviewed the cases from Salesforce, segregate the work based on vehicle type and complexity and distribute to the team.• Reviewed fellow team member’s work and performed QC for the policy issuance in AS400 application.• Along with leads role, also worked as individual contributor for the complex cases. • Also worked on high priority cases where same day policy issuance was required.• At the beginning of the project the premium calculations are manual. As process/efficiency improvement created excel templates with formulas to calculate the premium quickly without error. It helped in increasing the productivity of the team.• Groomed the new team members with the project work procedures and policies.• Understood the sensitivity of the work being done and maintained the confidentiality of the customer information. Show less