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 Current Business case in WorkDesk/Bizflow.
📌 Insurance Associate Noida
🏢 MetLife
📍 Noida
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