Job Description

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• Reviewing documents to determine type of request(s) and process them as per set guidelines
• Requests involve Premiums and Loan payments, Administration of EFT policies and administration of direct bill policies as well as changing premium modes and billing features on policies. .
• Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates
• Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
• Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement
• Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment
• Active participation in ongoing development of self
• Continue to build additional knowledge and understanding of the client's business
• Perform other duties as needed.