Job Description: Essential Functions

- Ensure that the transactions processed are as per standard operating procedures available on client learning management system.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
Communicate effectively with clients via email and MS Teams, Providing timely and accurate responses.

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- Ensure that the assigned targets in accordance with the SLA metrics are met
- Ensure that the quality of the transactions is in compliance with predefined parameters as per SLA metrics

Provide relevant data to supervisors on a daily basis to measure performance at an individual and process level

Primary Internal Interactions

- Assistant Manager - Operations for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
- Manager for the purpose of resolving any outstanding issues left unaddressed/unsolved
- Associates (Team Members) seek co-operation and clarification on process-related matters and providing support when required.

SME/Process trainer for training as and when required.

Primary External Interactions

- Supervisors at the client end for the purpose of seeking clarifications and answering queries
- Trainers at the client end for training purposes
- Onshore Supervisors and SMEs via email and calls for operational coordination.

Communicates externally via letters with customers

Responsibilities: Essential Functions





- Ensure that the transactions processed are as per standard operating procedures available on client learning management system.
- Process refunds correctly, ensuring they are issued to the appropriate payees as per SOPs.
Communicate effectively with clients via email and MS Teams, Providing timely and accurate responses.

-

- Ensure that the assigned targets in accordance with the SLA metrics are met
- Ensure that the quality of the transactions is in compliance with predefined parameters as per SLA metrics

Provide relevant data to supervisors on a daily basis to measure performance at an individual and process level

Primary Internal Interactions

- Assistant Manager - Operations for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
- Manager for the purpose of resolving any outstanding issues left unaddressed/unsolved
- Associates (Team Members) seek co-operation and clarification on process-related matters and providing support when required.

SME/Process trainer for training as and when required.

Primary External Interactions

- Supervisors at the client end for the purpose of seeking clarifications and answering queries
- Trainers at the client end for training purposes
- Onshore Supervisors and SMEs via email and calls for operational coordination.

Communicates externally via letters with customers

- Qualifications: Any graduate in B.Com, BA, or BBA with 0–6 months of experience in Insurance Back Office.

especially in accounting, and Excel-based analysis. relevant experience

📌 Executive (Noida)
🏢 EXL Service
📍 Noida