Neha Sona

US P&C Insurance professional with 3 years and 10 months of total experience, including insurance backend operations and BPO voice/chat support experience. Experienced in USI Insurance Services and CRC client processes, with hands-on experience in policy checking, policy review, commercial insurance document verification, Binder and Quote processing, Policy Document Labeling, endorsements, QA verification, document validation and SLA/TAT-driven operations. Proficient in Sagitta, Applied EPIC, PCAI, carrier portals and Agency Management Systems (AMS), AIM.

Recognized with a Silver Award – Q2 2025 at Patra.

Senior Process Executive at PATRA CORPORATION (2023-09 – Present)

Promoted from Process Executive (September 2023 – January 2025) to Senior Process Executive (January 2025 – Present)

• CLIENT: USI INSURANCE SERVICES
• Worked on USI process involving policy checking and policy review using Sagitta.
• Reviewed U.S. commercial insurance documents and verified policy information for accuracy and completeness.
• Checked supporting and secondary documents to validate policy details and documentation.
• Performed quality checks and maintained required productivity, accuracy and turnaround-time standards.
• Followed established procedures and supported consistent policy-processing workflows.
• Maintained and updated policy/client data using Applied EPIC and Sagitta and handled email-based document requests.
• CLIENT: CRC
• Worked on the CRC process for Check policy & Endorsement (U.S. Property & Casualty) Insurance operations.
• Processed and reviewed Binders and Quotes according to established process requirements.
• Generated invoices for policy endorsements and ensured accurate billing documentation.
• Performed accurate Policy Document Labeling for policy-related documents.
• Performed policy checking, endorsement processing and QA verification.
• Reviewed client information and insurance application details for accuracy and completeness.
• Identified discrepancies and maintained accurate policy documentation within required TAT and quality standards.
• Retrieved and processed policy documents and endorsements through AIM platforms and carrier portals.
• Maintained and updated policy/client data using and handled email-based document requests.
• Provided process training and guidance to new team members on US P&C Insurance workflows, procedures and quality standards

Process Executive at AUGTECH NEXTWEALTH (2022-04 – 2023-02)

• Worked in the BPO sector handling voice and chat support processes.
• Managed creator support operations for the Moj mobile platform.
• Handled customer/platform queries while maintaining communication, quality and response-time standards.

Bachelor of Arts (B.A.) – HemChand Yadav University, Bhilai (2026)

Diploma in Electrical Engineering – Polytechnic College (CSVTU), Raipur (2021)

Diploma in Computer Applications (DCA) – Dr. C.V. Raman University, Bilaspur (2021)