Your Role and Responsibilities- Processing of Life and Annuity Insurance Policy administration tasks (e.g. change of communication address, change in beneficiary, Issuance/Reinstatement of policy certificate etc.) accurately and within specified turnaround time window according to standard work & SOPs
- Handling of policy administration requests, review of requests, processing and request for additional documents if required
- Work well with Onshore /Offshore and customer in an encouraging and professional manner via email and on calls
- Meet productivity and quality targets on a daily, weekly, and monthly basis
- Render overtime whenever requested by the Supervisor including rest day
- Use expertise to evaluate the work of others and assist in process calibration
- Facilitate team huddles and teach-back sessions as scheduled
- Complete certification on identified process and developmental training
- Participate in functional and company-wide activities.
- Adheres to company policy, guidelines, house rules including attendance, clean desk, dress-code, etc.
- Maintain key records like working files, email for reference and audit purpose
- Ability to handle basic day to day requirements of excel
- Handle own work in process and support team efforts to ensure that individual, team goals are met.
Required Technical and Professional Expertise
- Life/Annuities product experience in policy admin
- Good English Communication (Both written & verbal)
- Proactive communication & High analytical skills – should be able to foresee issues and suggest solutions, with impactful data
- Displays energy and enthusiasm in approaching the job
- Ability to work under pressure and meet deadlines, while maintaining a positive attitude and providing outstanding customer service
- Ready to work on stretched working hours
- Ability to independently work well with internal and external customers
- Basic Computer knowledge along with typing speed of35words/minute
- Ability to multi-task and can easily learn and adapt with changes in a fast-paced environment
- Preferred LOMA Level 1 and Gage R&R certification.
Preferred Technical and Professional Expertise
- Graduation in any stream except B.Tech and Technical Graduation & Law