Job Description

Job Category: Customer Service
:

• Reviewing documents to determine type of request(s) and process them as per set guidelines
• Process non-financial transactions requested by policyholder or service provider. Some examples are, Name Change, Address Change, Bene change, Ownership change and handling of Return Mail etc.
• Process Transactions received through faxes, web submissions, mail, Contact Center requests, etc.
• 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
• Redirect documents to appropriate operational area as needed
• 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

Responsibilities:

• Reviewing documents to determine type of request(s) and process them as per set guidelines
• Process non-financial transactions requested by policyholder or service provider. Some examples are, Name Change, Address Change, Bene change, Ownership change and handling of Return Mail etc.
• Process Transactions received through faxes, web submissions, mail, Contact Center requests, etc.
• 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
• Redirect documents to appropriate operational area as needed
• 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

Qualifications:
Graduate with minimum 1 year of experience in Insurance domain

Skills Required