Swarnalata - Administrative and Insurance Operations Specialist in Odisha

Expertise in managing back-office operations, report generation, and administrative tasks to support business functions.

Proficient in handling insurance cases, renewals, and ensuring compliance with regulatory standards.

Dedicated to delivering excellent customer service, managing client relationships, and resolving issues efficiently.

Experienced in selling gold loans, insurance policies, and other financial products, with a focus on cross-selling and upselling.

Managed back-office operation and administrative task to support daily business functions.. Prepared and submitted monthly billing statements, ensuring accuracy and timeliness.. Fed and reviewed customer data in company software maintaining data integrity.. Resolved field staff issue and prepared attendance records to support operational efficiency.. Handled confidential documents and information with discretion and security.

Monitored and processed new and renewal insurance cases to ensure Compliance and customer satisfaction.. Managed billing, payments and cheque clearance operations.. Led team operations and contributed to business growth through effective Management.. Operated operational functions and prepared monthly performance report.. Collected and analysed reports from telemarketing and field staff to drive performance.

Managed branch Operations, Front desk sale & the customer services functions.. Sold financial products including gold loan, bond, gold, coins, and insurance policies.. Conducted gold Loans processes including testing, valuation, appraisal and billing.. Collected interest payments from default customers and NPA accounts also.. Maintain all the Account Related Registers and generated daily financial reports.