JOB RESPONSIBILITIES:

- Manage project and case onboarding from intake to handoff, ensuring complete and accurate records, documents, and approvals.
- Validate onboarding requests for completeness, accuracy, authorized scope, and setup readiness; resolve gaps on time.
- Maintain accurate project, case, claimant, contact, scope, billing, and operational records in approved systems.
- Perform searches and validation checks to prevent duplicates, data gaps, incorrect associations, and rework.
- Interpret approved agreements, SOWs, pricing, and onboarding instructions to align system and service setup.
- Review, organize, upload, and track onboarding documents; manage deficiencies through closure.
- Coordinate with internal teams to clarify requirements, resolve blockers, and confirm downstream readiness.
- Support billing and service configuration setup, validation, approval, creation, and quality review.
- Complete readiness and quality checks before activation, reassignment, or closure.
- Prioritize concurrent work, meet TAT and SLA commitments, and communicate risks or delays proactively.
- Resolve routine issues and escalate unclear instructions, access gaps, quality concerns, or timeline risks.
- Maintain audit-ready records through accurate notes, updates, approvals, checklists, and closure evidence.
- Identify improvements to simplify work, reduce manual effort, prevent errors, and strengthen controls.
- Build cross-functional knowledge to support coverage, transitions, and service continuity.
- Communicate updates clearly through emails, meetings, tickets, and status reports.
- Support additional operational, administrative, reporting,



and improvement activities as needed.

KNOWLEDGE, SKILLS AND ABILITIES: Education & Experience:

- Bachelor's degree in any stream.
- Candidates with up to 3 years of experience in client interactions and document processing are encouraged to apply.

Preferred:

- Prior exposure to legal services, insurance operations, document processing, contract review, billing setup, or case administration is a plus.

Technical Skills:

Required:

- High attention to detail with a consistently professional approach.
- Strong verbal, written, and presentation skills, with the ability to understand ARCHER’s business and communicate clearly in a team environment.
- Advanced MS Office skills, including Excel formulas, tables, formatting, dashboards, Power Query, macros, and Outlook mailbox/calendar management.
- Working knowledge of advanced Excel, SQL, and visualization tools such as Power BI or Tableau, or willingness to learn.
- Familiarity with Power Automate, AI tools, or similar solutions to reduce repetitive work and improve efficiency.
- Solid phone etiquette, verbal communication, and active listening skills.
- Ability to multitask, prioritize effectively, and manage time across concurrent cases, tasks, and tickets.
- Ability to quickly learn and work across case-management, ticketing, document-management, billing, and workflow systems.
- Comfort using trackers, spreadsheets, dashboards, checklists, and audit evidence to monitor status, deficiencies, quality, and deadlines.
- Strong analytical and reconciliation skills to identify gaps, inconsistencies, duplicates, and downstream risks.

📌 Project Onboarding Executive I (Vadodara)
🏢 Archer Transnational Systems
📍 Vadodara