Job Description

Description :SUMMARYThe team members primary responsibility is to perform tasks associated with multiple operation tasks under insurance group. The basic duties of team member are to manage the flow of a process and optimize day-to-day activities. The role involves tasks like validating & updating the insurance policy documents, Onboarding & handling clients requests for change/modification, Updating the status, sending notifications when required, working on Lease protect and Asset protect claims & Refunds.PRIMARY RESPONSIBILITIES

• Responsibilities include, but not limited to:

• Assist in day-to-day Operations tasks, such as: Policy validation, policy input, interested party, LeaseTerm Solutions & Implementation tasks.
• Build on the process knowledge continuously and scale up to handle at least more than 2+ tasks apart from Primary Task
• Responsible for resolving problems of low complexity
• Report daily, weekly and monthly to management as needed
• Assist Operation Specialist I team members
• Assist in onboarding and training activities
• Report customer issues to Supervisor for entry into tracking system
• Communicate and document abnormal issues to the Supervisor.
• Additional duties as required.

• Graduate with at least 2-3 years of experience in BPO.

• Bachelors Degree majoring in Accounting, Computer Science, Finance, Information Science, Business Management, or similar field required.
• Prior insurance experience with a demonstrated responsibility for exercising judgment and decision-making skills.
• Basic to intermediate knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
• Verbal and written communication skills
• Must possess good operational behavior, time management skills and strong attention to detail
• Ability to work with little supervision, but knowing when to escalate problems to management
• Ability to recognize and escalate situations as deemed necessary
• Demonstrate consistent judgment
• Ability to work after regular business hours as needed to guarantee deliverables are met
• Ability to work in US business hours
• Reliable and dependable
• Ability to adapt to change
• Relevant experience in Insurance processing and/or financial services
• Basic knowledge on MS Excel
• Experience with Salesforce and SharePoint
• Experience within the multifamily industry is desired

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