Sachin More

Process Specialist – US Retirement Operations - Infosys BPM Limited - Pune, India

(2024-07 - 2026-06)

Process and review 401(k) withdrawal and distribution requests according to plan rules, SOPs, and operational procedures.
Validate participant information, account details, withdrawal type, supporting documentation, and eligibility requirements.
Handle retirement transactions including termination distributions, hardship withdrawals, rollovers, and other participant requests.
Manage high-volume queues while meeting SLA/TAT, productivity, quality, compliance, and data-security requirements.
Work on operational queues including SSN Correction, Term Kit Error Reports, Invalid Confirmation Errors, Participant Flash, Wire Transfer Rejections, and Retirement Savings Trust (RST).
Coordinate with internal teams to resolve account, documentation, transaction, and escalation-related issues.
Perform quality checks, identify discrepancies, and ensure accurate and timely transaction processing.
Use RUMBA and relevant retirement administration systems to review and process participant requests.

Senior Associate – US Retirement Operations - Tata Consultancy Services (TCS) - Pune, India

(2022-08 - 2024-05)

Processed US retirement transactions and participant requests while following client procedures and plan-specific requirements.
Reviewed documents and verified participant information against system records before processing transactions.
Managed daily transaction volumes while maintaining accuracy, productivity, quality, and SLA requirements.
Investigated discrepancies and coordinated with appropriate teams for timely resolution.
Followed SOPs, compliance requirements, quality guidelines, and data-protection standards.

Senior Associate - Tata Consultancy Services (TCS) - Pune, India

(2016-09 - 2018-04)

Domain: US P&C Insurance | Liberty Mutual Insurance

Managed a diverse portfolio of P&C insurance policies, including Auto, Workers' Compensation, and Property, ensuring accurate policy issuance, endorsements, and renewals.
Worked on New Business, Renewals, Business Line Auto Endorsements, claims, and underwriting support activities.
Processed policy changes including additions, deletions, endorsements, and renewals.
Reviewed policy endorsements for accuracy in accordance with client requests and company guidelines and assessed the impact on coverage and premium calculations.
Collaborated with insured parties, claimants, adjusters, attorneys, and third-party vendors to gather required documentation, statements, and evidence for claim processing.
Used market tools such as Rapid Valuation Estimator (RVE) to support vehicle damage evaluation.
Reviewed applicant information, driving histories, vehicle specifications, and other relevant factors to support premium calculation and coverage assessment for motor insurance.
Worked closely with underwriters to expedite policy processing, address underwriting queries, gather information, and resolve discrepancies.

Associate - DHL - Pune, India

(2012-07 - 2016-05)

Ensured timely delivery and transaction processing in line with defined SLA and TAT requirements.
Resolved process-related issues involving AWB bills, invoices, and shipment documentation.
Performed data quality checks on export manifests and maintained data-quality reports for client reference.
Handled process training and knowledge transfer for new team members.
Planned and scheduled work across various shifts and prepared weekly and monthly rosters.
Prepared productivity, quality, and utilization reports to support operational monitoring and workforce management.

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