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 oper

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