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.