Insurance Operations Specialist
2 weeks ago
Job Description:
At 2coms, we are seeking an Insurance Operations Specialist to join our team. As an Insurance Operations Specialist, you will play a crucial role in supporting the insurance operations function, ensuring seamless processing of various claims, and providing exceptional customer service.
Key Responsibilities:
∙ Assist the front office in buying and selling insurance policies, ensuring smooth processing of claims.
∙ Track and pay commissions to Financial Advisors for selling insurance products and annuity clients.
∙ Process requests from Financial Advisors via the workflow tool for linking policies with client accounts.
∙ Manually process trades stuck in the system due to technical glitches.
∙ Achieve turnaround time and accuracy targets for all areas of work.
∙ Interpret verbal and written communication effectively to take required action.
∙ Exceed or meet training targets and get accredited on various work types within the team.
∙ Stay up-to-date with the latest process updates and ad-hoc cases.
∙ Complete all mandatory training and certifications, adhering to all policies and procedures to ensure compliance.
∙ Address client queries with timeliness and accuracy.
∙ Process exceptions and tasks assigned according to defined procedures and timelines.
∙ Liaise with stakeholders via email, phone calls, or chats to ensure timely and accurate resolution.
Requirements:
∙ 0-3 years of relevant experience in Insurance Operations back office operations.
∙ Knowledge of securities markets (essential).
∙ Ability to multitask in a fast-paced environment (essential).
∙ Good working knowledge of Excel and Word (essential).
∙ Strong written and verbal communication skills in English (essential).
∙ Reasoning skills required (essential).
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