Advance Excel- Enrollment Executive

2 days ago

Bengaluru, Karnataka, India Marsh McLennan Full time

About the Role

Managing employee data and ensuring the smooth operation of various insurance policies. This role requires strong analytical skills, effective communication, and the ability to build relationships with clients and insurers.

Strong Efficiency With Excel (Formulas, Lookups, Combinations, etc)

Job Title: Process Associate/ Senior Process Associate

Advance Excel- Enrollment Executive

Emplyment Type: Contract.

The contract is extended on a year-on-year basis, depending on performance.

High-performing candidates may also be considered for a full-time opportunity also.

Location: Andheri, Mumbai.

Experience: 1+ Years (Insurance/Excel)

Responsibilities

  • Manage and maintain employee data for clients.
  • Oversee Group Mediclaim, Group Term Life, EDLI, WC, and Group Accident Policies (Employee Health and Benefits policies).
  • Coordinate with insurance companies for data additions, deletions, correction through endorsements, and CD reconciliations.
  • Maintain endorsement tracker and ensure timely updates in system.
  • Build and maintain relationships with insurers, clients' HR and Finance teams, and Third-Party Administrators (TPAs).
  • Assist clients' HR in data and CD statement reconciliation with insurer support.
  • Prepare weekly and monthly Management Information System (MIS) reports and data statements for clients and client executives.
  • Support client executives with data management for policy renewals.
  • Effectively manage data on internal enrollment portals.
  • Provide assistance and resolve client queries through iTrack (ticketing tool).
  • Conduct periodic data reconciliation and submit the report to client.
  • Coordinate with TPAs for E-cards, DNF claims and no claim confirmation for deletion endorsement processing.
  • Ensure compliance with regulatory requirements and internal policies.

Technical Skills

  • Proficient in MS Office Suite (Word, Excel, Outlook).
  • Familiarity with insurance policy management systems.

Required Skills

  • Analytical Skills: Strong ability to analyze data and solve problems effectively.
  • Communication Skills: Excellent verbal and written communication skills.
  • Relationship Management: Ability to build and maintain professional relationships with clients and stakeholders.
  • Attention to Detail: Detail-oriented with a focus on accuracy in data management.
  • Process Orientation: Continuous improvement mindset with a strong orientation towards process efficiency.

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