New Business Case Coordinator

2 days ago

Pune Maharashtra, India Principal Global Services Full time

**Responsibilities**:
**New Business Case Coordinator -** Support sales goals by Verifying, Creating (New Case), Modifying (Amendments), and Updating E2E Policies and Servicing them for the group on a timely basis consistent with provided guidance. Installation of a policy on various PFG systems once the case has been sold and is ready to be installed. The initial set of activities involves selecting a case in Salesforces, starting the initial case review, employer builds on Capture, employer builds on Compass, contract handoff, member installation on Compass, member level underwriting, and next day warp up with verification.

Qualifications:
- Bachelor’s degree or equivalent -15yrs of Formal Education from recognized and accredited University- Detail-oriented, good comprehension skills, interpretations skills- Good knowledge of Insurance, Underwriting Domain, and Industry.

Additional Information:
**Must have Skill Set**:

- Minimum 1-3 years’ experience of transaction processing in Insurance and Financial Domain preferred
- Typing skills - 30 to 35 Wpm, 30 to 35 Npm, 98% accuracy
- Good written and verbal communication skills
- Willingness to work in Continues Night Shift or Flexible Shift
- Proficient in MS Office with Advance Excel
- Strong Analytical Skills

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