Kaustubh Jain

C-Suite Business Intelligence Solution

• Analyzed business requirements and translated reporting needs into interactive Power BI dashboards and KPI frameworks
• Mapped current state data workflows, identified process inefficiencies, and optimized data pipelines through automation (Power Query / Power Automate)
• Developed live reporting capabilities with auto-refresh functionality, reducing data latency from weekly to under one hour

Generative AI Complaint Response Automation

• Collaborated on a pilot Generative AI solution using Copilot to automate complaint response letters for a reinsurance client
• Designed an Excel-based mapping linking complaint data to structured response content, streamlining content generation

Third-Party Administrator (TPA) & Business Continuity Management

• Led business impact assessments & business continuity planning, including creation & management of reporting dashboards
• Spearheaded a BCM Refresh initiative for a reinsurer, reducing execution time by 50% through lean methodologies
• Developed process maps and customer journey flows to document current state processes across TPA and internal operations
• Developed Excel, Teams, and Outlook automations using Power Automate to improve documentation tracking and TAT
• Delivered data-driven insights to enhance executive decision-making using advanced Excel modelling and Power BI visuals

Workflow & Process Automation

• Built automated workflows with Power Automate to extract contact center KPIs from Outlook and visualize them in Power BI
• Implemented process control workflows for version tracking and regular documentation check-ins, ensuring compliance

RFP Development & Strategic Enablement

• Created over 20 client proposals and RFP decks, contributing more than $2.35M in revenue for life and annuity clients
• Led proposal development for a major mutual insurance's front-end claim UI, impacting 39M+ customer claim experiences
• Created and enhanced client-facing CBAs, solution repositories, case studies, and sales enablement decks
• Analyzed key offshore operations data of a L&A client to reduce AHT by 25%, lower CPC by 15%, and improved NPS ratings
• Authored detailed white papers and GTM strategies for retirement products, enabling business growth and lead generation

• Proposed 5+ product enhancements to improve efficiency, usability, and system reliability for the sales department
• Led implementation strategies and key configuration parameters to support global localization and multi-region deployment