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Capabilities and Qualifications:Bachelor's degree (BBA, BA, B.Com and MBA). Must have prior experience of underwriting support/case management (Life insurance). Knowledge of new business life cycle (Life insurance).
Must be aware of pre and post-issuance documents of the policy. Good to have knowledge of life insurance terminologies. Good analytical skills, decision making, attention to detail.
Highly motivated, proactive, self-starter; must be able to work independently as well as be an effective team player. Flexible to work in US Shift Timings. Key Responsibility
Areas:You will manage assigned life insurance applications through the new business and underwriting process. As the single point of contact for designated relationships, you will be the liaison, managing the customer relationship and finding solutions, between internal partners (Life Distribution, Contact Center, and internal processing areas) and field partners. We ask that you have strong communication skills both verbal and written in addition to being a strong problem solver applying knowledge of business guidelines, controls, regulations, products, processes and customer relationships.
You will influence department results ensuring a high degree of productivity and quality, increasing digital adoption and meeting/exceeding all benchmarks/KPIs. Respond to, prioritize and manage customer inquiries by email by applying knowledge of guidelines, controls, regulations, products, processes and customer relationships. Following established practices and standards while meeting/exceeding benchmarks/service levels.
Escalates issues. Review all cases on pre-determined pace. Ensure smooth processing, recommend opportunities to enhance ease of doing business and build relationships through good service.
Initiate consistent, clear communications with customers by email. Maintain detailed notes and documentation applying an understanding of case specifics, policies and procedures, industry regulations, best practices and knowledge of assigned relationships. Proactively managing own daily workflow to ensure quality, key performance indicators and service standards are met.
Take full ownership of own deliverables, work well with the team to achieve overall targets, consider the bigger picture and the importance of the process
