Open to opportunities

Kaviya Shree

@kaviyashree

Process Executive with 5+ years in insurance operations and AP processing, delivering accuracy, compliance, and customer excellence.

India

Message

What I'm looking for

I’m looking for a process-focused role where I can drive SLA/quality results through accurate invoice and insurance operations, documentation compliance, and customer-first problem solving, with room to grow into higher-impact responsibilities.

I’m a detail-oriented Process Executive with 5+ years of experience spanning insurance processing, AP operations, invoice validation, customer service, and administrative support. I’m known for maintaining data accuracy, documentation compliance, and smooth workflow coordination—even under high-volume requirements.

In my Process Executive role, I managed end-to-end insurance processing for US-based clients using PatraOne, including policy updates, endorsements, and transactional activities while consistently meeting SLAs, accuracy targets, and quality benchmarks. Previously, as an AP Process Associate, I validated and matched invoices to purchase orders, uploading and indexing them in the AP system with 100% accuracy and strong adherence to audit controls.

I also bring customer-facing strengths from telecommunications and banking sales, where I delivered service excellence through lead qualification, cold calling, onboarding support, and KYC/document verification. I enjoy roles where precision, compliance, and customer outcomes directly impact performance and results.

Experience

Work history, roles, and key accomplishments

Telecommunication Assistant

Derby Marketing LLC

May 2025 - Dec 2025 (7 months)

Promoted and sold retail banking products to achieve revenue goals for clients including Emirates Islamic Bank and United Arab Bank. Qualified leads via cold calling, supported customer onboarding with KYC/document verification, and resolved inquiries and escalations to meet bank service and compliance standards.

Retail Banking Sales Cold Calling Lead Qualification Customer Onboarding KYC CRM (Salesforce)Regulatory Compliance Customer Escalation Customer Relationship Management Cross functional Coordination

Process Executive (Level 2)

Patra India BPO Services Pvt. Ltd

May 2022 - Feb 2025 (2 years 9 months)

Managed end-to-end insurance processing workflows for US-based clients using the PatraOne platform, ensuring accuracy and compliance. Processed policy updates, documentation, and endorsements while collaborating with clients and internal teams to meet SLAs and improve process efficiency by reducing errors.

Insurance Processing PatraOne Platform Policy Updates Compliance Documentation Endorsement Processing SLA Management Process Improvement

Process Associate

KG Information System Pvt. Ltd

Mar 2021 - Apr 2022 (1 year 1 month)

Processed and validated invoices from email, mail, and digital portals to support AP workflows with 100% accuracy. Matched invoices to purchase orders, verified vendor details and pricing, resolved discrepancies with vendors/procurement, and ensured compliance with AP policies, internal controls, and audit requirements.

Invoice Validation Purchase Order Matching Vendor Details Verification AP System Documentation Email Digital Portal Processing

Junior Office Administrator

Supreme Assurity Information Solutions & Services

Nov 2014 - Oct 2015 (11 months)

Maintained attendance records and supported HR with operational updates, employee queries, and documentation. Managed office administration tasks including filing, visitor handling, facility access compliance, daily operational reporting, and facility audits to resolve discrepancies.

Office Administration Attendance Management HR Support bookkeeping support Facility Access Compliance Operational Reporting