Insurance Operations Assistant
6 days ago
Key Responsibilities:
- Process new business queries and discrepancies in a timely manner.
- Manage work-in-progress (WIP) and ensure efficient processing of cheques, cash, and credit card transactions.
- Handle field operations queries and complaints, and maintain vendor relationships.
- Process customer requests and sales to service and recruitment.
- Monitor and improve customer retention and revenue.
- Ensure adherence to regulatory requirements and maintain accurate records.
Measure of Success:
- Apply for paid ratio > 88%.
- Reduce discrepancy rate < 3%.
- Resolve GO actionable with timely turnaround (TAT).
- Maintain customer/distribution satisfaction score +3.5.
- Ensure 100% Day 1 processing.
- Replenish PCV on a real-time basis with 40% balance.
- Process bills and manage costs effectively.
Desired Qualifications and Experience:
- Minimum 2-3 years of experience in customer service, operations, or finance.
- Performance rating of G2M2 with 12 months of experience in the current role.
- Performance rating of G3M3 with 18 months of experience in the current role.
Knowledge and Skills Required:
- Ability to work in a fast-paced environment.
- Strong people skills and good coordination skills.
- Excellent data management skills on Excel.
- Accounting knowledge and customer-centric approach.
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