Senior New Business case Coordinator

Responsibilities

• View case report submitted by Sales offices and install the customers 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.
• Analyze details to determine appropriate action needed in term of processing the policy.
• Efficiently and effectively process group s policy to meet or exceed policy installation expectations
• Consult available resources including technical documentation, updates, computer system application features, co-workers, and Mentors to perform daily task.
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
• Demonstrates continuous learning to improve personal effectiveness that positively impacts work, environment, and enhancement of skills
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
• Perform other job-related duties, other processes within the BU or special projects as required or as assigned by superior
• Work on multiple products/ process effectively with required productivity accuracy targets for each product/process
• Partner with Trainers, SMEs and Associates for effective sharing of best practices
• Exhibit domain knowledge and able to work in the capacity of SME
• Handling extra responsibilities like reviews and performance tracking
• Training /Mentoring and on floor support for query resolution
• Identify and implement key projects in the process which would result into significant improvement
• Improve process / procedure efficiencies by submitting Operational Excellence Automation Ideas
• Compliance to PGS policies and Flexibility as per business needs

Qualifications

• Bachelor s degree or equivalent -15yrs of Formal Education from recognized and accredited University
• Problem solving, Good Comprehension Skills, Interpretations skills and Critical Thinking
• Good knowledge of Insurance, Underwriting Domain, and Industry.
• Minimum of 5+ years experience in back office.
• Insurance, Underwriting and Financial Institution experience preferred.
• Typing test - 30 to 35 Wpm, 98% accuracy
• Good comprehensions, written and verbal communication skills
• Willingness to work in Continues Night Shift or Flexible Shift
• Proficient in MS Office with Advance Excel
• Strong Analytical Skills

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