Process Associate
5 months ago
**SUMMARY**
The team member's primary responsibility is to perform tasks associated with multiple operation task’s under insurance group. The basic duties of team member is 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.
**REQUIRED SKILLS/KNOWLEDGE/ABILITIES**
- Graduate with at least 0-1 years of experience in BPO.
- Bachelor’s 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 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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