Vidya Poojary

I’m a Customer Operations Professional with hands-on experience in insurance verification, pension management, and resolving customer queries at Concentrix Daksh India Pvt. Ltd. I’m recognized for strong communication, problem-solving abilities, and proactive support that enhances customer satisfaction.

In my role as an Advisor 2 Representative, I handled customer queries by actively listening to concerns, providing accurate information, and resolving issues in a timely manner. I delivered prompt solutions through email and chat, processed international insurance transfers and pension merge requests by verifying customer details, and ensured compliance with relevant regulations.

I maintained and updated internal customer records, including policy details and personal information, to ensure data accuracy, confidentiality, and compliance with organizational guidelines. I also communicated proactively with customers on case status, supported daily team operations, and assisted in training new advisors by sharing process knowledge and guiding them through company procedures.