Description

Duties and Responsibilities:
Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines.
Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors.
Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email.
Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy.
Manage daily work queues effectively to meet service level metrics.
Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed.
Process applications across various product lines using multiple systems.

Responsibilities

Duties and Responsibilities:
Review customer requests received in bulk for enrollment additions, terminations and change to ensure compliance with contractual terms and risk guidelines.
Handling unformatted Excel files by converting them into a standardized format, uploading them to client applications, and reviewing for any errors.




Communicate with PA or internal departments to resolve discrepancies or obtain missing information via email.
Meet individual and team productivity targets while maintaining accuracy, service quality, and customer data privacy.
Manage daily work queues effectively to meet service level metrics.
Collaborate as a team player by offering and receiving feedback, resolving conflicts, supporting colleagues, and providing backup when needed.
Process applications across various product lines using multiple systems.

Qualifications

Required Knowledge, Skills, Abilities and/or Related Experience
Bachelor’s degree with basic computer literacy.
Working knowledge of Microsoft Office, especially Outlook and Excel.
Preference for candidates with experience in Life, Health, or Supplemental Insurance.
Ability to navigate and work across multiple systems and applications.
Effective written communication skills in English.
High attention to detail, particularly when processing transactions.
Capability to deliver high-quality results in a rapid-paced, high-volume workplace.

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