Thara N

Detail-oriented and self-motivated Client Associate with experience in insurance operations, accounting, and data management. Skilled in policy processing, customer support, financial reporting, and workflow optimization. Adept at ensuring compliance, accuracy, and efficiency in fast-paced environments.

Client Associate - Western Agency Process - Resource Pro - Bangalore

(2022-07 - 2025-06)

• Reviewing premium calculations, processing billing adjustments, and ensuring accurate financial transactions.
• Monitoring policy-related financial discrepancies and coordinating with the finance team for resolution.
• Assisting in monthly and quarterly financial reporting related to policy revenue and claims
• Maintaining records for audits and financial compliance as per industry standards.
• Reviewed Purchase Orders to ensure timely and accurate processing of payments.
• Collaborated with the billing and invoicing teams to resolve payment discrepancies, including raising tickets as needed.
• Managing insurance policy servicing, underwriting support, and documentation for Western Agency.
• Handling policy issuance, renewals, endorsements, and claims processing.
• Ensuring compliance with insurance regulations and maintaining accurate records.
• Providing customer support by addressing policy-related inquiries and resolving issues.
• Utilizing insurance software tools to improve processing efficiency and turnaround time.
• Collaborating with cross-functional teams to streamline operations.

Accountant & Data Operator - Structural Authorities

(2021-05 - 2022-06)

• Managing financial records, payments, and refunds for the organization.
• Preparing financial reports and tracking company expenditures.
• Performing data entry, document verification, and record maintenance.

Village Level Entrepreneur - Common Service Centers (CSC)

(2016-06 - 2021-06)

• Delivering government and private sector services to rural communities
• Assisting citizens with documentation, online applications, and support services.

Process Associate - Xchanging Technology Services India Pvt Ltd

(2015-02 - 2016-04)

• Allocating work, managing team productivity, and ensuring quality control.
• Processing insurance claims and policy updates within strict turnaround times.
• Conducting quality checks and implementing process improvements.

Master of Commerce - M.COM - Karnataka State Open University

Bachelor of Commerce - B.COM - Kuvempu University