Reviewing documents to determine type of request(s) and process them as per set guidelines
Requests involve Premiums and Loan payments, Administration of EFT policies and administration of direct bill policies as well as changing premium modes and billing features on policies. .
Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates
Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations
Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement
Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment
Active participation in ongoing development of self
Continue to build additional knowledge and understanding of the clients business
Perform other duties as needed.
Job Classification
Industry: Software ProductFunctional Area / Department: Customer Success, Service & OperationsRole Category: Operations SupportRole: MIS ExecutiveEmployement Type: Full time