Lead - Client Service Representative (sr. Business Analyst) Resume
PROFESSIONAL SUMMARY:
- Business Analyst in requirement gathering, analysis, and business processes management with a strong knowledge of System Development Life Cycle (SDLC) using Waterfall methodologies. Worked extensively in Health care and Property & Casualty Insurance domains in diverse business and technical environments.
- Worked on healthcare standards such as DPA, HIPPA 4010, 5010& BS7799.
- Handled renewal accounts within underwriting authority for Property, General Liability, Business Automobile, Umbrella Liability, Crime and Workers’ Compensation.
- Effectively handled General Liability and Workers’ Compensation audits on a monthly basis.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Well Versed with various OLAP Tools such as Cognos BI (8.2, 8.4 and currently working on 10.1).
- Extensively involved in Developing Reports using Report Studio and Query Studio as per the business requirements.
- Created different kinds of reports including Charts, Dash Boards and Master Detailed Reports in Report Studio.
- Preparing Daily Service Reports; KPI, Scorecards, Service Level Reports and keeping Track of Missed Goals.
- Having good problem solving and analytical skills. Highly motivated, quick learner.
PROFESSIONAL EXPERIENCE:
Confidential
Lead - Client Service Representative (Sr. Business Analyst)
Technologies: Cognos 8.2 BI, Oracle and Window XP, Mainframe AS400, PowerPoint, MS Word, MS-Excel
Responsibilities:
- Everyday task making Daily Service Report and different clients.
- Monthly basis working on Scorecards, KPI reports & SLR.
- Lead of the Reporting and Performance management team and Leading PMO tasks and Audit Projects.
- Strong analytical, communication, presentation and documentation skills.
- Create, update operational documentation such as system documentation, process documentation, support documentation, etc in MS excel and MS word.
- Creating automated Six Sigma Dashboard / Scorecards, Global Metrics Report & Process Scorecards.
- Transiting new project reports and analytical activities for the Business Unit.
- Developed ad-hoc reports using query studio.
- Gather/Design report requirements and build sophisticated reports/ scorecards, analysis and queries.
- Created customized reports using calculations, filters, and conditional formatting in Report Studio.
- A consisted performer with track record of consistently setting performance benchmarks and completing assignments well within deadlines.
- Cognos support work including scheduling, running, troubleshooting report issues.
- Working on Transition and improvement projects.
- Troubleshooting the End to End Reports working on SQL Severs.
- Quality Management Representative of the team. Responsible for representing team during audits as per ISO standards.
- Capable of developing and implementing new standard policies and procedures as well as improvements to existing policies and procedures.
- Represented Service Management Team for Audit Successfully, 100% compliance.
- Quality Management Representative/ Business Excellence SPOC from the team for 5 years.
- Deploying Quality Management Standards for the team which include 80 documents.
- , coaching and mentoring new resources on
- Preparing and distribution of Business Unit’s reports.
- Managing & providing periodic metrics and analysis for Business.
- Creating new reporting templates for more effective and efficient data analysis.
- Other ADOC tasks
- Handling tasks related to clients Services Management.
- Working as Service Delivery Co-coordinator for multiple accounts.
- Working on Remedy 7.5 and worked on Remedy 4 too.
Confidential
Lead- Client Service Representative
Technologies used: Mainframe, MS -Excel, PowerPoint, MS - Word and SQL
Database: SQL Server 2005
Responsibilities:
- Active participation in the weekly operations / quality review conference call with clients.
- Create /Review dashboards, data reports on a daily/weekly basis, provide feedback, prepare action plans.
- Worked very closely with client to proactively understand business needs and solutions to anticipated issues.
- Developed Complex reports by using Conditional formatting.
- Queried from different database tables as per the requirement.
- Scheduling the reports.
- Ensure that the quality of transaction is under compliance with predefined parameters as defined by Process Excellence.
- Testing reports using review checklists for Quality Assurance before delivering to the end users.
Confidential
Lead- Client Service Representative
Technologies used: Mainframe, MS -Excel, PowerPoint and MS - Word
Database: Ms Access
Responsibilities:
- Active participation in the weekly operations / quality review conference call with clients.
- Analyzing request and task requirements provide Estimation for tasks and understanding the requirements.
- Create /Review dashboards, data reports on a daily/weekly basis, Score card and provide feedback, prepare action plans.
- Actively participated in Six Sigma Project within Property & Casualty.
- Active member of BOG Project also Conduct on organizational standard processes “Induction”.
- Lead/ Support on various business improvement initiatives in progress/ planned like Allocation of work.
- Worked very closely with client to proactively understand business needs and solutions to anticipated issues.
- Managing multiple lines of business and ensure that the assigned targets are met in accordance with SLA and Internal standards.
- Ensure that the quality of transaction is under compliance with Predefined parameters as defined by Process Excellence.
- Conducting weekly review of ongoing maintenance tasks.
- Providing Enhancement to the existing applications.
Confidential
Sr. Client Service Representative
Technologies used: Mainframe, MS -Excel, MS - Word and Citrix Server client
Database: MS Access
Responsibilities:
- Handled all correspondence, records, and reports for processing.
- Calculate premiums, refunds, commissions, adjustments, using Insurance rate.
- Preparing Expiration chart of the various Policies.
- Handled various insurance accounts: Auto Insurance, Home Insurance, Boat Insurance, Excess Liability, Commercial Insurance, Business owners, Church Insurance, Farmers Insurance.
- Endorsements to modify, update various coverage in the existing policies.
Confidential
Joined as Client Service Representative
Technologies used: Mainframe, MS -Excel, PowerPoint and MS - Word
Database: MS Access
Responsibilities:
- Handled all correspondence, records, and reports for processing.
- Evaluated application forms, inspection reports and insurance maps.
- Handled Underwriting and pricing of renewal accounts within underwriting authority for Property, General Liability, Business Automobile, Umbrella Liability, Crime and Workers’ Compensation.
- Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Developed a strong understanding of insurance policies and legal issues through completion of a series of INS classes coupled with in-depth, multi-week claims .
- Trained all incoming employees on all aspects of the job.
Confidential
Client Service Representative
Technologies used: Web based application, MS -Excel, and MS - Word
Database: MS Access
Responsibilities:
- Review insurance policies for coverage decisions, preparation of coverage letters, and makes recommendations.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Auditing and Skip tracing the property and casualty Auto Accident cases.
- Contact via emails and/or interview statements of claimants, doctors, medical specialists, Policies Report, witness statement or employers to get additional information.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Preparing the MIS including daily accuracy & productivity report based on the audit result.
- Maintaining monthly process report by mapping the daily volumes, productivity and accuracy per individuals.
- Maintaining the Workflow documents as well as the Work Instruction of the Process.
- Keeping the track of the turnaround time.
Confidential
Process Associate
Technologies used: Customize Web based application
Database: MS Access
Responsibilities:
- Processing of health insurance claims.
- Quality check of the insurance forms and making a judgment call to approve them.
- Meeting daily targets in terms of productivity, accuracy and turn-around time.
- Contact via emails and/or interview statements of claimants, doctors, medical specialists, Policies Report, witness statement or employers to get additional information.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Keeping the track of the turnaround time.
