Responsible to sort, compare, validate & compile reports for Stateside and prepare the performance dashboard/reports.
Meets quality and customer service expectation levels set by the organization guidelines.
The key deliverables of the role will include but will not be restricted to the details below:
Essential Functions
- Prepare weekly/monthly inventory report for management view.
- Prepare the commission report using SQL query and share it with broker/Agency.
- Prepare the commission report using Power BI.
- Review discrepancies in reports and make corrections.
- Consolidate and publish the inventory and performance dashboard as needed.
- Ability to follow-up on issue resolution with appropriate parties
- Implement corrective actions in case of any observation/feedback received.
- Follow up with required stakeholders for additional/missing information for successful closure of task
- Adhere to agreed timelines and SLA's.
AI Fluency - Working knowledge of Microsoft Copilot.
📌 Specialist (Jaipur)
🏢 MetLife
📍 Jaipur
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