A highly motivated and detail-oriented insurance professional with strong expertise in Life & Pension Policies and a solid understanding of the Alpha system. With a commitment to continuous learning, I am actively enhancing SQL and advanced spreadsheet management skills to take on new challenges and contribute to operational efficiency.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
Work history
Customer Operation Representative
PHOENIX GROUP, SERVAADA (Wipro)
Norwich
2024.08 - 2026.01
Managed 30–35 customer calls daily, delivering high-quality customer service while maintaining accuracy and meeting SLAs.
Handled life insurance policy administration, including full surrenders, partial surrenders, premium amendments, policy extensions, name changes, and beneficiary updates.
Provided bereavement support to next of kin, legal executors, and family members, explaining processes with empathy, clarity, and professionalism.
Identified, verified, and processed high-risk and compliance-sensitive documentation in line with FCA regulations and internal controls.
Logged, tracked, and escalated cases to back-office teams, ensuring accurate case management and timely resolution.
Communicated complex policy information clearly, adapting communication style to suit customer understanding and vulnerability.
Maintained data accuracy across internal systems, confirming customer communication preferences (email or post).
Worked collaboratively with internal stakeholders to resolve queries efficiently and reduce repeat contact.
Demonstrated strong attention to detail, problem-solving skills, and professional judgement in a regulated environment.
Built working knowledge of Life Insurance products, basic Pension exposure, and internal systems including Alpha.
Front of House Team Leader
GREEN KING PUBS - HOVETON
Wroxham, Norfolk
2023.01 - 2026.01
Monitored inventory levels, proactively ordering supplies to ensure operational continuity and prevent stock shortages.
Processed sales, exchanges, and refunds efficiently, reducing customer waiting times and improving service delivery.
Led and supported staff training programmes, contributing to team development, performance improvement, and growth.
Built and maintained strong customer relationships, driving repeat business and long-term customer loyalty.
Allocated resources strategically to achieve high ROI, while minimising operational and financial costs.
Flexible Worker
INDEED FLEX - NORWICH
Norwich, Norfolk
2022.10 - 2023.09
Worked with Sainsbury’s, Tesco, and Tesco Express, with responsibilities including maintaining upper shelves, replenishing items, providing customer assistance, and managing floor operations.
Developed expertise in the frozen section and stock rotation.
Gained familiarity with the operational environment in supermarkets.
Ensured a safe workplace environment by implementing safety regulations.
Estimated costs, evaluated required resources, and determined potential barriers to successfully implement solutions.
Education
Master's degree - Business Management
University of East Anglia
Norwich
2022.09 - 2023.09
Bachelor of Commerce - Organisational Management
University of Pune
Maharashtra
2019.04 - 2021.06
Skills
Problem-solving and adaptability
Microsoft Excel
Communication skills
Time management and multitasking
Learning SQL
Serving experience
CORE COMPETENCIES (HANDS-ON EXPERTISE)
Life & Pension Policies Knowledge - Extensive experience in understanding, processing, and managing life insurance products, along with a foundational knowledge of pension policies.
Alpha System Expertise - Deep knowledge of using the Alpha system to manage and analyse insurance data, process policies, and support customer queries.
Customer Operations & Support - Proven ability to provide exceptional customer service, support complex policy issues, and ensure seamless claim handling.