Ensure timely and accurate enrolment of policies, endorsements, and member records, enabling seamless servicing and client satisfaction. Drive data accuracy, turnaround time (TAT), and compliance while building operational excellence.
Reporting Structure
Reports to: Enrolment Head
Principal Accountabilities
- Policy Processing: Handle inward policy entries with 100% accuracy and within defined SLAs.
- Endorsements: Process additions, cancellations, printing, and dispatch (manual/digital) with zero error tolerance.
- E-Cards & Mailers: Generate e-cards and trigger welcome mailers within agreed timelines.
- Reconciliation: Conduct timely policy & member data reconciliation to maintain data integrity.
Major Challenges
- Managing high-volume enrolments during peak cycles without compromising accuracy.
- Maintaining error-free reconciliations and audit readiness.
Interactions
Internal: Operations, Claims, IT software, Customer Care.
External: Corporate HR / Insurer for enrolment queries and endorsements.
Skills & Knowledge
- Education: Graduate in any discipline.
- Technical: Proficiency in MS office (v-lookup, pivot tables, formulas).
- Domain: Ability to interpret policy documents; prior TPA/Operations experience preferred.
Expertise (Experience Levels)
- Executive: 1+ year ( with solid MS Office skills ).