Role & responsibilities: You will be shortlisted for one of the below processes: Role Description New Business Specialist Application Processing: Handle the processing of new business applications for Life & Annuity policies. Post Issue Specialist Policy Maintenance: Handle post-issue servicing requests for Life & Annuity policies, including financial and non-financial transactions such as policy changes, updates, corrections, fund transfers, and beneficiary changes. Transaction Processing: Accurately process financial transactions, including premium payments, surrenders, loans, and withdrawals, as well as non-financial transactions Claims Processing Specialist Claims Processing: Handle financial, non-financial, and death claims requests for Life & Annuity policies. General Role and Responsibilities: Data Entry: Accurately enter and update customer information and application details into the system. Compliance: Ensure all applications comply with company policies, state regulations, and underwriting guidelines. Multi-tasking: Research and process requests while working on multiple screens and applications. Coordination: Coordinate with various departments to facilitate the smooth processing of applications. Documentation: Review, verify, and process documents related to post-issue transactions. Communication: Communicate with clients and agents to obtain necessary information, resolve issues, and provide updates on request status. Issue Resolution: Address and resolve moderately complex policy-related questions and issues following pre-established guidelines. Customer Service: Provide excellent customer service to clients and agents, ensuring satisfaction and striving to meet and exceed service standards. Industry Knowledge: Develop and maintain a solid understanding of the life and annuity insurance industry, products, services, and processes. Preferred candidate profile Educational Background: Graduation in any stream, with a preference for Commerce graduates. Experience: Minimum 12+ months of data entry/ Backend operations in Health care domain/ Claims processing/ Insurance backend process experience with a focus on quality, attention to detail, accuracy, and accountability for work product. Experience in a professional/office-related environment requiring regular scheduled shifts. Technical Skills: Proficient in using a computer with Windows PC applications, including the ability to use a keyboard, navigate screens, and learn new software tools. Ability to type 30+ WPM with 95% accuracy. Basic understanding of Microsoft Excel. Perks and benefits CAB facility Overtime benefits
