SUMMARY

The team members primary responsibility is to perform tasks associated with multiple operation tasks under insurance group. The basic duties of team member are to manage the flow of a process and optimize day-to-day activities. The role involves tasks like validating & updating the insurance policy documents, Onboarding & handling clients requests for change/modification, Updating the status, sending notifications when required, working on Lease protect and Asset protect claims & Refunds.

PRIMARY RESPONSIBILITIES

• Responsibilities include, but not limited to:
  • Assist in day-to-day Operations tasks, such as: Policy validation, policy input, interested party, LeaseTerm Solutions & Implementation tasks.
  • Build on the process knowledge continuously and scale up to handle at least more than 2+ tasks apart from Primary Task
  • Responsible for resolving problems of low complexity
  • Report daily, weekly and monthly to management as needed
  • Assist Operation Specialist I team members
  • Assist in onboarding and training activities
  • Report customer issues to Supervisor for entry into tracking system
  • Communicate and document abnormal issues to the Supervisor.
  • Additional duties as required.

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Graduate with at least 2-3 years of experience in BPO.
  • Bachelor’s Degree majoring in Accounting, Computer Science, Finance, Information Science, Business Management, or similar field required.
  • Prior insurance experience with a demonstrated responsibility for exercising judgment and decision-making skills.
  • Basic to intermediate knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
  • Verbal and written communication skills
  • Must possess good operational behavior, time management skills and strong attention to detail
  • Ability to work with little supervision, but knowing when to escalate problems to management
  • Ability to recognize and escalate situations as deemed necessary
  • Demonstrate consistent judgment
  • Ability to work after regular business hours as needed to guarantee deliverables are met
  • Ability to work in US business hours
  • Reliable and dependable
  • Ability to adapt to change
  • Relevant experience in Insurance processing and/or financial services
  • Basic knowledge on MS Excel
  • Experience with Salesforce and SharePoint
  • Experience within the multifamily industry is desired