Brief Introduction

Experienced and dedicated BAS Associate with over two years of industry experience in the insurance and financial space, assisting clients in maintaining smooth operations. Adept at encoding customer applications, and finalizing, and issuing policies. Bringing forth a proven track record of helping companies increase their policy issuance by ensuring applications are coded with minimal errors and high accuracy. Knowledgeable about insurance processes, committed to providing the highest level of support, and handling all duties in an eloquent and positive manner.

---

Skillset

• 10 years of relevant experience
• Prioritising
• Dashboards
• Data Integrity
• Administrative Support
• Data Entry
• SLA
• Medical Billing
• Workday
• Annuities
• Financial Transactions
• Research
• Data Analysis
• Business Process Improvement
• Business Process Modelling
• Multi-tasking
• Troubleshooting
• Presentation Skills
• Data Verification
• Salesforce

---

Work Experience

• Data Entry Specialist

  Nov 2021 - Sep 2024

  
  
  • Worked for a language training company based in Switzerland
  • Manage and prioritize reporting requests or concerns from clients. Update dashboards utilized by the internal team. Ensure data integrity and deliver quality service by following established processes and procedures. Create and maintain user accounts, including Gmail, Teams, Internal goFLUENT Portal accounts, and other tools. Assist other teams with administrative tasks, including data entry. Accurately enter order details into the system. Provide support to learners and trainers worldwide, ensuring the best experience by efficiently addressing concerns and issues on the learning portal.
  
  

• Business Process Associate

  Feb 2014 - May 2021

  
  
  • Worked for a financial and insurance company based locally
  • DISBURSEMENTS TEAM (2014 - 2015): Reviewed financial requests received from annuity clients, determining good order requests and processing transactions in compliance to ensure accurate results. Performed manual calculations for complex requests, such as determining amounts affected by surrender penalties, taxes, and excess contributions, based on market value fluctuations. Ensured all financial transactions received within the day were processed to avoid gain/loss. ACCOUNT MAINTENANCE (2015 - 2016): Updated and maintained client accounts based on data received through forms. Handled non-financial requests such as owner changes, address updates, and advisor modifications, ensuring client accounts remained current and precise. DEATH CLAIMS BENEFITS (2016 - 2017): Processed death claims requests within the given standard processing time without compromising accuracy. Ensured all documents were received for compliance. Processed benefits based on policy provisions, completed requirements, validity of claims, and disbursements of claim benefits. Followed up with clients on outstanding claims requirements in a timely manner through emails and phone calls. HOSPITAL CLAIMS BENEFITS(2017 - 2018): Processed health claims for Asia clients, specifically Mandarin accounts. Handled reimbursements for medical claims received. Reviewed requests to ensure all requirements were met to process a claim. Managed end-to-end process including validation of claims, computation of benefits value, and check preparations. INSURANCE PROCESSOR (2018 – 2021): Processed and analyzed transactions in line with the Service Level Agreement set with the Business Unit. Responsible for processing, evaluating, and issuing insurance policy applications. Identified and solved basic and some complex problems based on understanding of customer needs, using investigation and established guidelines. Recognized the need to redirect complex problems. Prioritized daily work to accommodate fluctuating or unplanned work. EMPLOYMENT GAP: took a break
  
  

---

Education

• Degree: Bachelor’s Degree

  Major: Duration: Jun 2008 - Apr 2013