- Retrieval of Sold_Case doc from WorkDesk/BIZFLOW.
- Review UW Notes in WorkDesk/Bizflow (Notes Tab).
- Retrieve Process Checklist from SM Knowledge Center (Online Module).
- If PPO Dental, order Dental Cards via Quadient (web-based)
- Update Group Information and Class Structure in Structure Portlet & SoldCase.
- Review all submission documents/tabs for missing information.
- Review all downstream applications for accuracy.
- Send emails via email templates.
- Generate MetLife group insurance policies/certificates.
- Process First Bill audit and reconcile billing system if required
- Initiate MetLink access
- Complete Recent Business case in WorkDesk/Bizflow.
📌 Insurance Associate (Noida)
🏢 MetLife
📍 Noida