About this role
Duties and Responsibilities:
• Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines. • Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors. • Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email. • Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy. • Manage daily work queues effectively to meet service level metrics. • Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed. • Process applications across various product lines using multiple systems.
Duties and Responsibilities:
• Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines. • Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors. • Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email. • Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy. • Manage daily work queues effectively to meet service level metrics. • Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed. • Process applications across various product lines using multiple systems.
Required Knowledge, Skills, Abilities and/or Related Experience
• Bachelor’s degree with basic computer literacy. • Working knowledge of Microsoft Office, especially Outlook and Excel. • Preference for candidates with experience in Life, Health, or Supplemental Insurance. • Ability to navigate and work across multiple systems and applications. • Effective written communication skills in English. • High attention to detail, particularly when processing transactions. • Capability to deliver high-quality results in a fast-paced, high-volume environment.