Pooja Deshmukh

Pooja Deshmukh

Insurance and Pension Domain Specialist with 8+ years of experience

Pune, India

About

Insurance and Pension Domain Specialist with 8+ years of experience in service operations, process management, customer support, and quality assurance. ITIL® Certified with strong knowledge of ITSM, Incident & Request Management, Problem Management, Change Enablement, SLA Management, and Continual Improvement. Proven expertise in RCA, escalation management, process improvement, operational risk, and service quality, with strong stakeholder management skills and a consistent focus on operational excellence and customer experience.

What I'm looking for

Business analysis | Insurance & Pension Operations | Service Management | ITSM/ITIL | Process Excellence | Service Delivery

Experience

Senior Specialist – Accredited Product Advisor

Mercer – Marsh McLennan Company

Oct 2020 – Oct 2025

▪ Performed service request validation, risk assessment, AML/compliance checks, and data verification to ensure adherence to regulatory, security, and data protection requirements. ▪ Managed Incident & Service Request Management, handling member, broker, and advisor queries related to application errors, portal issues, data changes, and system-related incidents. ▪ Supported Change Enablement by executing controlled data/process changes, validating fund switches, managing exceptions, and ensuring accurate implementation. ▪ Managed complex service requests and escalations, coordinating with Legal and internal stakeholders to resolve exceptions within defined service and quality standards. ▪ Applied Problem Management and RCA to identify recurring issues, implement corrective actions, and reduce repeat incidents and process failures. ▪ Monitored SLA, quality, compliance, and service performance metrics, preparing dashboards and management reports to support service governance. ▪ Supported Knowledge Management and Service Assurance through team mentoring, PKTs, process guidance, quality audits, and structured feedback. ▪ Contributed to Continual Improvement by identifying process gaps, analysing trends, and implementing improvements to enhance service quality, accuracy, and operational efficiency.

Incident ManagementChange EnablementProblem Management

Senior Associate - Subject Matter Expert

WNS Global Services

Jun 2018 – Oct 2020

▪ Managed service delivery and process governance for a 12-member team, ensuring adherence to SOPs, client controls, quality standards, and defined SLAs. ▪ Coordinated work allocation, service requests, escalations, and stakeholder communications, providing floor support and resolving process/system issues to maintain service continuity. ▪ Monitored service performance, SLA metrics, quality trends, and operational risks, producing management dashboards and reports to support governance and informed decision-making. ▪ Supported Knowledge Management and Continual Improvement through training, process updates, complaint analysis, RCA, calibration, and implementation of corrective actions arising from process or policy changes.

Process GovernanceSLA ManagementOperational Reporting
Mphasis Ltd.

Customer Service Associate

Mphasis Ltd.

Feb 2017 – Jun 2018

▪ Managed end-to-end claims processing operations, validating claim information, documentation, liability, and financial details to ensure accurate and timely outcomes. ▪ Coordinated with third-party insurers, solicitors, and legal stakeholders to resolve disputes, negotiate settlements, and drive timely cost recovery. ▪ Handled customer queries and service requests via email and phone, ensuring compliance with regulatory, process, quality, and customer service standards. ▪ Maintained accurate case records and documentation using OmniDocs and Audatex, ensuring data integrity, workflow tracking, and timely claim closure.

Claims ProcessingOmniDocsAudatex

Education

Shiv Chhatrapati College, Aurangabad

Shiv Chhatrapati College, Aurangabad

Master of Commerce (M. Com)

2015
Vivekanand College, Aurangabad

Vivekanand College, Aurangabad

Bachelor of Business Administration (BBA)

2013

Certifications

ITIL® Foundation (Version 5)

Axelos

Sep 2026 – No expiry

(APA)Accredited Product Adviser

The Insurance Institute of Ireland (IOB)

Skills

ITILInsurance & Pension Opera

Languages

German (Elementary proficiency)