Basic Function
- Updating Demographics on policy
- Performing other policy admin related work like - Mode changes, Policy Changes, FNOL etc.
Essential Functions
- Ensure that the process transactions are processed as per Desktop procedures.
- Ensure the activities are performed in accordance with compliance rules & agreed terms (internal and external)
- Follow-up with internal/ external customers for information/ query resolution
- Any other essential function that may occur from time to time as directed by the Supervisor to help to identify inefficiencies to the process and assist to drive process improvements activities
- Ensure that the assigned targets are met in accordance with SLA and Internal standards
- Ensure adherence to established attendance schedules
Performance Parameters
- Process performance as per agreed KPIs
- Training quality & throughput
- Attendance & schedule adherence
Skill Requirements
Technical Skills (Minimum)
- Good computer navigation skills
- Strong PC skills, with knowledge of Microsoft Office, particularly strong in MS Excel
- Good knowledge of using Internet, web browser, search engine, etc.
Process Specific (Minimum)
- 1 year of Life Insurance experience is preferred
- Good typing speed with 25 WPM and 90% accuracy
Soft Skills (Minimum)
- Strong oral communication skills and excellent phone manner.
- Active listening skills
- Document Interpretation Skills
- Customer Service Focus
- Written CEF B1 - 4 & above
Soft Skills (Desired)
- Self-disciplined and result oriented
- Team work/ Managing Self / Adaptability
- Ability to multi task
- Problem Solving
- Data gathering ability/ Eye for detail
Education Requirement
Graduate with at least 15 years of education.
