Roma Gupta

Background

About Roma Gupta

IIA in claims certified with 8+ years of experience in Property & Casualty Insurance, Life Insurance and HealthCare Insurance On-site Project Experience • Onsite Experience in re-engineering project with South Africa Client • Designed & implemented the business operating model which includes restructuring the organization into product lines • Establishing key operating measures by standardization of processes • Best practice sharing sessions with Claim Assessor, SME, Actuarial, Underwriters & Risk Management Officers to brainstorm the requirements for a new product • Designed process flow using Bizagi and MS Visio to depict the application functionality and business requirements • Creating business and functional requirement documents (BRD) for the implementation of an existing and a new business in new applications • Review performance metrics, reports and dashboards required by the clients and verify that the deliverables meet the client's expectations Off-site: • Supporting US Client - as a knowledge Manager and also involved in managing team, auditing, dashboards reporting & Sop preparation • Handling payment process which includes prepare & process accounts payable checks, wire transfers and ACH payments & reconcile them • Conducting regular internal audit for the payment’s team to ensure good accuracy of the team. • Handling weekly client meetings with discussions on process & updates • Responsible for managing work among team to ensure no misses on SLA’s • Taking care of Client communications & escalation • Managing performance of team through reviewing errors and customer feedback • Transitioned various line of business to the process • Work collaboratively with customers and team to identify & design development needs for the process and develop educational business accountability and performance metrics, reports and dashboards • Responsible for doing monthly one-o-one with the team, preparing their monthly PMS and doing their annual appraisal