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Payal Gupta

@payalgupta5

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Senior Analyst at Concentrix who verifies banking account information and supports accurate, compliant operations.

India

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What I'm looking for

I’m seeking a role in U.S. Property & Casualty insurance support, underwriting operations, policy administration, or insurance operations where I can apply my analytical, documentation, and process management skills.

At Concentrix, I review customer account information and supporting documents, verify records against operational guidelines, and help resolve missing details and discrepancies.

I also support banking operations, including reward point generation and GST-related processes, and investigate transaction queries within defined turnaround times.

Previously, I prepared MIS reports and validated operational data at adm-Indicia, and handled account queries and verification at Task Us. I’m seeking to apply my experience in U.S. Property & Casualty insurance support, underwriting operations, and policy administration.

Experience

Work history, roles, and key accomplishments

Current

Senior Analyst

Current

Concentrix

May 2026 - Present (6 months)

Review and validate customer account information and documentation to ensure data accuracy and process compliance. Handle banking operational activities, including reward point generation and GST-related processes.

Account Verification Documentation Data Validation Process Compliance Banking Operations Customer Support Excel Reporting Cross functional Coordination

BI Analyst (Operations Reporting)

Adm Indicia

Jul 2024 - May 2026 (1 year 10 months)

Managed daily operational data, documentation, and reporting activities. Prepared weekly, biweekly, and monthly MIS reports using MS Excel and maintained various trackers.

MIS Reporting Excel Data Validation Reconciliations Data Analysis PowerPoint Operational Dashboards Stakeholder Coordination

Teammate

TaskUs

Jan 2022 - Mar 2024 (2 years 2 months)

Handled customer account-related queries and banking operational processes. Performed account verification, documentation checks, and supported transaction processing while meeting SLAs.

Customer Support Account Verification Documentation Transaction Processing Data Confidentiality SLA Management Quality Assurance