About this role
Key Responsibilities Basic Functions - Reconcile invoices received from accounts/payroll accurately and on time, following SOPs outlined in the client’s Learning Management System.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
- Communicate effectively with clients via email and MS Teams, providing timely and accurate responses.
- Must have basis MS Excel knowledge for premium calculation, reconciliation, analysis, and reporting.
- Consistently meet performance targets and SLA metrics defined by the client. Essential Functions - Ensure compliance with quality standards and rectify any errors identified by quality auditors within 48 business hours.
- Provide relevant performance data to supervisors for individual and process-level analysis.
- Maintain high standards of transaction quality and accuracy. Primary Internal Interactions - Assistant Manager – Operations: For performance reporting, feedback, and support.
- Manager: For escalation and resolution of unresolved issues.
- Team Members: For collaboration and process-related clarifications.
- SME/Process Trainer: For training and upskilling as needed. Primary External Interactions - Client Managers, Account Coordinators and Supervisorsat client end: for the purpose of seeking clarifications, answering queries and providing the required information to reconcile the invoices.
- Client Trainers: For training and process updates.
- Onshore Supervisors and SMEs: Via email and calls for operational coordination.
- Customers: Through formal letters for communication purposes. Skills & Competencies Technical Skills - Basic IT proficiency and comfort with computer systems.
- Typing speed of 30–40 WPM with 95% accuracy.
- Proficient in MS Excel, Word, and Outlook. Process-Specific Skills - Strong English comprehension and writing skills.
- Effective email communication and free-form letter writing.
- Basic accounting knowledge (e.g., averages, percentages, ratios, debit/credit entries, reconciliation).
- Attention to detail and accuracy in transaction handling.
- Exposure to cash application and reconciliation (preferred).
- Experience in back-office operations, preferably in US life or health insurance. Soft Skills - Attention to Detail: Precision in reconciliation and transaction handling.
- Drive for Results: Consistently meets or exceeds performance goals.
- Interpersonal Savvy: Builds effective relationships across teams and clients.
- Learning Agility: Quickly adapts to new challenges and processes.
- Problem Solving: Applies logical methods to resolve complex issues.
- Time Management: Prioritizes tasks efficiently to maximize productivity. Qualifications - Education: Graduate in any discipline.
- Experience: 0–6 months in insurance back-office operations preferred, especially in premium/cash application, data handling, accounting, and Excel-based analysis.
They manage office systems, coordinate schedules, provide administrative support, supervise staff, prepare reports, implement policies, and maintain effective communication within the organization
Bachelor's Degree- Commerce