SONAM SAMRA
KUALA LUMPUR
Summary
Detail-oriented and motivated professional with a strong background in operations and customer service in the financial sector. Successfully managed client relationships, streamlined processes, and enhanced operational efficiency. Excited to leverage analytical skills and industry knowledge to make valuable contributions to the success of a dynamic Fintech company.
Overview
6
6
years of professional experience
Work History
Client Administrative Associate (Financial Line)
Koda Capital , Sydney
04.2022 - Current
- Execute day-to-day operational tasks accurately and efficiently, ensuring seamless client onboarding and account management.
- Collaborate with advisors to maintain and update client records, enhancing data integrity and operational workflows.
- Prepare comprehensive monthly reports to track client activity and operational performance.
- Assist in staff training and coaching to optimize daily operations and improve team performance.
- Identify and analyze operational issues, providing effective solutions to enhance service delivery.
- Reviewed new prospect KYC(Know Your Customer) documents to meet requirements and determine business model risk.
Network Provider Management, Analyst
AIA Berhad
10.2021 - 03.2022
- Managed and resolved complaints from internal and external clients regarding GP claims and service-related issues, ensuring high level of customer satisfaction.
- Conducted thorough assessments and made informed decisions on healthcare inquiries, contributing to improved operational processes.
- Collaborated with cross-functional teams to address and mitigate issues related to high costs and service efficiency.
- Developed comprehensive reports, providing valuable insights into business performance and aiding in strategic planning efforts.
- Provided expert guidance on best practices, resulting in improved overall organizational effectiveness.
- Streamlined communication channels between departments by implementing efficient reporting structures that facilitated collaboration among teams.
Medical Claims Processor
PRUDENTIAL INSURANCE
07.2019 - 09.2021
- Managed large volume of medical claims on daily basis.
- Experience in assessing medical claims including including complicated medical claims .
- Have a good understanding insurance policy, type of illness and disease , health risk assessment in the field of medicine .
- Tracked all pending authorizations to resolve discrepancies and avoid revenue loss.
- Used administrative guidelines as resource or to answer questions when processing medical claims.
- Paid or denied medical claims based upon established claims processing criteria.
- Actively involved in medical claims audits and projects that work on client's feedback and engagement
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Maintained excellent attendance record, consistently arriving to work on time.
Junior Doctor
HOSPITAL KUALA LUMPUR, HOUSE OFFICER
11.2018 - 03.2019
- Conducted patient examinations and collaborated with healthcare teams to provide comprehensive care for complex medical cases.
- Continually expanded clinical knowledge by participating in continuing education opportunities relevant to the field of medicine.
- Demonstrated excellent time management skills while managing a busy caseload of diverse patients.
- Developed strong relationships with colleagues across multiple departments, facilitating seamless communication regarding patient care.
- Collected, recorded and maintained patient medical history, reports and examination results.
Education
Sri Dasmesh School -Kuala Lumpur
2006
Taylors College Sri Hartamas- Kuala Lumpur
2010
Melaka Manipal Medical College
2017
International Medical University - Kuala Lumpur
2024
Skills
- Financial Industry Knowledge
- Operations Management
- Customer Service Excellence
- Project Management
- Time Management
- Problem Solving and Analytical Skills
- Multitasking Abilities
- Claims assessment
Timeline
Client Administrative Associate (Financial Line)
Koda Capital , Sydney
04.2022 - Current
Network Provider Management, Analyst
AIA Berhad
10.2021 - 03.2022
Medical Claims Processor
PRUDENTIAL INSURANCE
07.2019 - 09.2021
Junior Doctor
HOSPITAL KUALA LUMPUR, HOUSE OFFICER
11.2018 - 03.2019
Sri Dasmesh School -Kuala Lumpur
Taylors College Sri Hartamas- Kuala Lumpur
Melaka Manipal Medical College
International Medical University - Kuala Lumpur
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