New Business Case Coordinator

Job Summary

New Business Case Coordinator - Support sales goals by Verifying, Creating, Modifying, and Updating E2E Policies and Servicing them for the group on a timely basis consistent with provided guidance. Installation of a policy on various PFG systems once the case has been sold and is ready to be installed. The initial set of activities involves selecting a case, starting the initial case review, employer builds on Capture, employer builds on Compass, contract handoff, member installation on Compass, member level underwriting, and next day warp up with verification.

Responsibilities

• View case reports submitted by Sales offices and install the customer's records, across business & group database using various applications.
• Process case transactions, validating company credentials and exercise good judgment in applying company guidelines and standards in the evaluation.
• Includes contract handoff and second day wrap up and verification of the transaction processed.
• Review & analyze and process policy installation in accordance with business process documents.
• Efficiently and effectively process group s policy to meet or exceed policy installation expectations.
• Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing.
• Time allocation: 70% of duties focused on view case reports, install customer records, and related activities.
• Demonstrates ability to work on routine matters with minimum supervision.
• Demonstrates continuous learning by updating job knowledge with available resources resulting in positive impact at work.
• Ability to be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by supervisor.
• Ability to use own initiative in team environment.
• Provide timely responses to queries from internal and external stakeholders.
• Compliance to PGS policies and Flexibility as per business needs.
• Develop strong partnership with peers, mentors, support functions and leaders.
• Report to Assistant Manager- Operations.

Qualifications

• Bachelor's degree or equivalent - 15 yrs of Formal Education from recognized and accredited University.
• Detail-oriented, good comprehension skills, interpretations skills.
• Good knowledge of Insurance, Underwriting Domain, and Industry.
• Must have Skill Set: Minimum 1-5 years experience of transaction processing in Insurance and Financial Domain preferred.
• Typing skills - 35 to 40 WPM, 35 to 40 NPM, 98% accuracy.
• Good written and verbal communication skills.
• Willingness to work in rotational shift.
• Proficient in MS Office with advanced Excel.
• Strong Analytical skills.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.