Insurance Associate

2 months ago


noida, India Corporate Resources Full time
Job Description
  • Retrieval of Sold_Case doc from Workdesk/BIZFLOW.
  • Review UW Notes in Workdesk (Notes Tab).
  • Retrieve Process Checklist from SM Knowledge Center (Online Module).
  • If PPO Dental, order Dental Cards via Kit Track (web-based)
  • Update Group Information and Class Structure in Structure Portlet & SoldCase.
  • Review all submission documents/tabs for missing information.
  • Review all downstream applications for accuracy.
  • Send emails via email templates.
  • Complete New Business case in Workdesk/Bizflow.
  • Industry
  • Insurance
  • Functional Area
  • Sales, Retail, Business Development
  • Job Role
  • Sales / BD Manager
  • Job Type
  • Permanent
Qualification
  • UG Qualification
  • Any Graduate - Any Specialization
  • PG Qualification
  • Any Post Graduate - Any Specialization
  • Doctorate
  • Doctorate Not Required - None
Desired Candidate Profile Please refer to the Job description above
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