POOJA WASNIK
Södertälje
Summary
Dedicated Senior Analyst with 3.5+ years of experience in financial services, specializing in pension and insurance sectors. Expertise in DB and DC pension plans, retirement benefit services, investments, and complex calculations. Proficient in automation, report analysis, Excel, and SQL. Certified Trainer for Death in Retirement services (Ireland) and Wild Catastrophe Management (US). Committed to professional development and knowledge sharing. Eager to support organizational growth by leveraging analytical skills and industry knowledge.
Overview
3
3
years of professional experience
Work History
Senior Analyst
Mercer
Pune
11.2022 - 07.2024
- Skilled in managing DB and DC pension plans
- Manage retirement settlement payments and facilitate fund switches under DC
- Assess individual cases, compile financial data reports, and recommend fund disbursements with a focus on maintaining solvency ratios and financial stability.
- Collaborate with actuaries to ensure precise benefits calculations and conduct thorough risk assessments, contributing to the development of risk models.
- Serve as a quality checker for Death in Retirement scenarios.
- Establish new pension accounts to streamline administrative processes.
- Revise and enhance Standard Operating Procedures (SOP) and templates associated with pension administration, incorporating Google Suite tools for collaboration and version control.
- Served as in-house expert on DB and DC plans, mentoring junior team members
- Analyzed data from various sources to identify trends and patterns.
- Prepared presentations on results of analysis for management team.
- Conducted research to compare competitive products in the marketplace.
- Created detailed reports that documented findings and presented recommendations to senior leadership.
- Coordinated with other departments to ensure accuracy of data collection and analysis.
- Drafted documents that outlined processes, procedures, and best practices related to analytics projects.
- Provided technical support to junior analysts regarding data analysis techniques and methods.
Process Trainer
AllState India
Pune
02.2021 - 10.2022
- As Operation Associates, delivered comprehensive assistance to adjusters navigating and effectively managing catastrophe-related claims
- Led the Wild Catastrophe project, overseeing Adjuster support, Resource field teams, Pending Management, and Non-ERL
- Delivered process training to staff, boosting comprehension of insurance workflows
- This initiative aimed to elevate overall performance standards and ensure rigorous compliance.
- Performed Root Cause Analysis (RCA) and implemented Corrective and Preventive Actions (CAPA) to improve quality standards
- Developed and implemented training programs for new process employees.
- Provided feedback to supervisors regarding employee performance in relation to the processes being trained.
- Utilized various software applications such as Microsoft Office Suite, Adobe Creative Suite., for instructional design purposes.
- Created and implemented training programs to fill requirements.
- Coordinated recruitment and placement of training program participants.
Education
Masters in Computer Application -
Sinhgad Institute of Management
Pune, India05.2017
Skills
- Quality Control Assessment
- Property and Casualty Insurance
- Retirement Fund Administration
- Training Development
- Defined Benefits (DB)
- Defined Contributions (DC)
- SQL
- Google Suite
- Business Analyst
- Report Generation Skills
- Microsoft Excel
- Knowledge of business operations
- Technical understanding
- Performance Assessment
- Client management
- Cash Flow Management
Accomplishments
- Received multiple Rewards & Recognition (RNR) for outstanding performance and contributions to the organization.
- Recognition as the Best Trainer, showcasing superior training and mentorship skills in fostering team growth and development.
- Awarded a Gold Medal for Research Methodology in my final semester project, which was a comprehensive comparative study of Software Development Life Cycle (SDLC) and Scrum methodologies.
Timeline
Senior Analyst
Mercer
11.2022 - 07.2024
Process Trainer
AllState India
02.2021 - 10.2022
Masters in Computer Application -
Sinhgad Institute of Management
Similar Profiles
Sudha KulkarniSudha Kulkarni
Senior Consultant - Digital at MercerSenior Consultant - Digital at Mercer
Piper MeadePiper Meade
Senior Analyst at MercerSenior Analyst at Mercer
Oscar HuixOscar Huix
Dispatch Coordinator at MercerDispatch Coordinator at Mercer